NIC26 Leading a Wealth-Literate Team

Chad Horne, CPWA & Shane Kunz, CFP

Question Title

1. What is your role?

General Dentist

Specialist

Dental Assistant

Hygienist

Office Manager/Receptionist

Physician

Spouse

Student

Other (please specify)

Question Title

2. How are you preparing for retirement?

Question Title

3. Name 3 different financial benefits that can be provided in the dental office.

1.

2.

3.