To the Point Corporate-Sponsored Webinar | Important Planning Strategies for Todays Endodontist

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This sponsored webinar is presented by:


Description: This course will provide an overview of common personal insurance, business insurance, qualified investment accounts and non-qualified investment accounts for today’s Endodontist.  The two main areas of concentration will be to provide insight into the flexibility of retirement plan design and a comprehensive review of a hypothetical financial plan to help understand the planning process. 

At the conclusion of this presentation, participants will be able to: 

  • Identify personal and business insurance policies important to risk management protection for today’s Endodontist.
  • Discuss qualified and non-qualified investment accounts available to create wealth.
  • Describe the importance of setting goals, implementing strategies, and following a well-designed process to reach financial independence.

This presentation is part of the To the Point Corporate-Sponsored Webinar series. To the Point Corporate-Sponsored Webinars may include opinion, speculation and other statements not verifiable in the scientific method and do not necessarily reflect the views of AAE. Participants should use their best judgment in evaluating the merits of any content.


Important Planning Strategies for Todays Endodontist
08/31/2021 at 6:00 PM (CDT)  |  Recorded On: 09/02/2021
08/31/2021 at 6:00 PM (CDT)  |  Recorded On: 09/02/2021
9 Questions

Shawn M. Johnson, ChFC®, CLU®, CLTC

Shawn Johnson is the Vice President of Business Development for Treloar & Heisel.   Over the last 20 years he has helped several hundred dentists implement business and personal insurance policies and develop financial planning techniques and investment plans.  He has assisted in installing retirement plans for dental offices, as well as providing personal savings and investment strategies.  A Chartered Financial Consultant, Shawn is a member of National Association of Insurance and Financial Professionals and the Financial Planning Association of the Pittsburgh.  

Shawn Johnson
I declare that I have no proprietary, financial, or other personal interest of any nature or kind in any product, service, course, and/or company, or in any firm beneficially associated therewith, that will be discussed or considered during the proposed presentation.