Investment Management | Financial Planning

A special event focused on helping female dentists develop plans to ensure their prosperity is being offered by DBA Investment Advisers. During a two-hour interactive seminar, guest will enjoy wine and make luxurious chocolate while they develop their personalized “prosperity picture” to attain their financial goals. Seize this opportunity to begin planning your future success and financial security. Reserve your spot today!

Topics of discussion:
Stacie Fincher from Invesco will discuss:
• A five-step system designed to help you manage your money, design your life, and create your future.
• How you can use the latest developments in brain science with the goal of getting closer to achieving your financial goals.
• Completing a self-assessment as a reminder to yourself to help you with
saving and investing, insurance, estate planning, and asset allocation.
• Create your own “prosperity picture” meant to serve as a personal motivator  and financial road map.

Event information
Date: Thursday, Nov. 8, 2018
Registration: 5:30 p.m.
Seminar: 6:00 p.m.– 8:00 p.m.
Cost: $49/person
Location: Birmingham Chocolate, 1728 West Maple, Birmingham, MI 48009
Continuing Education Credit: This seminar receives 1 CE credit
Refreshments: Wine, beer, chocolate and hors d’oeuvres included!
Registration:  Space is limited, enroll today!
RSVP by email: amy.lindner@dbsia.net or by phone: 800-327-2377
Hosted by DBS Financial Advisers

LEARN MORE: >>>

 

DBS specializes in working with dentists.

One goal of every MDA member is to build and preserve personal wealth. Attaining this goal should start on the first day of your professional career and continue throughout your years of active practice and into retirement. Most people need a bit of guidance along the way. Following a rigorous request-for-proposal process, the MDA Board of Directors has endorsed DBS Investment Advisers (DBSIA) to provide wealth management and retirement planning services for our members. DBSIA was selected for several important reasons, but primarily because DBSIA specializes in working with dentists. They serve dentists at every stage in their professional lifecycle to help them attain their financial goals. DBSIA was formed in 2000 as an arm of Dental Business Services (DBS), from Bay City, Michigan. They know your challenges and have the ability to provide the financial advice necessary to put and keep you on the path to financial success. DBSIA has two certified financial planners to assist you: Ted C. Schumann and Ted Schumann II.

Another reason DBSIA was selected is its ability to provide MDA members with a fee discount on dollars under advisement. As your portfolio grows, your fee discount also grows.

DBSIA offers assistance with:

  • Individual portfolio management
  • personal individual retirement account (IRA)
  • Roth IRAs
  • Simplified Employee Pension (SEP) IRA,
  • Savings Incentive Match Plan for Employees (SIMPLE) IRAs,
  • cash balance plans
  • 401(k) plans

Take advantage of this exceptional, new benefit of your MDA membership and call DBSIA at 800-327-2377 or email Ted Schumann II at ted.schumann@dbsia.net.

Disclosure

Participation in the DBS Investment Adviser program is solely the decision of the Michigan Dental Association Member. Neither the Michigan Dental Association nor MDA Insurance & Financial Group provide investment advice, and they are not responsible for any investment decision or performance All investments have potential for profit or loss.  Past performance does not guarantee future success.

The MDA receives royalties when members use the product or services described above.