NIC26 Investing Beyond the Practice

Chad Horne, CPWA & Shane Kunz, CFP

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* 1. What is your role?

General Dentist

Specialist

Dental Assistant

Hygienist

Office Manager/Receptionist

Physician

Spouse

Student

Other (please specify)

Question Title

* 2. Do you educate yourself in learning about the market and investment strategies to make informed decisions? If not, do you have wealth management professionals to help guide you in these decisions?

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* 3. What are two ways you can diversify your income?

1.

2.