Speaking Engagements Schedule An Event Upcoming Events

Speaking Engagements

Larry Mathis, CFP® discusses practical application techniques that will help you maximize your wealth potential and avoid costly mistakes commonly made by dental professionals.   Larry’s fun, interactive workshops are designed to show you how to achieve your personal and financial goals in the time frame you are hoping for.  In addition, Larry gives you simple steps that you can implement now to improve your immediate financial situation and reduce financial stress in your life! 

Learning Objectives:

1. Learn how to make financial decisions easier by aligning your personal finances with your personal values (What you value most in life!)
2. Learn the importance of having an integrated & comprehensive financial plan.
3. Learn how to get out & stay out of debt!
4. Learn how to identify the most appropriate type of retirement plan for your particular situation.
5. Learn why asset allocation is important and how to use it when making investment decisions.
6. Learn the importance of having a written estate plan and what should be included in every estate plan.

“Larry Mathis presents a fresh, compelling, practical, future focused message. His presentation is an ‘unusual mixture’ of wisdom, wit, wondrous practicality and great presentation skills.”

• Naomi Rhode, CSP, CPAE Speaker Hall of Fame
  Past President National Speakers Association
  Past President International Federation For Professional Speakers
  Co-Founder SmartHealth, Inc.

Upcoming Events

See Larry speak at the following events or Book Him Now for your next event!

• SmartPractice
  Maui, Hawaii
  January 14-17 2008
• Synergy Study Group
  Paradise Valley, AZ - March 11, 2008
• American Association of Orthodontists
  Denver, CO - May 18, 2008
• Christian Dental Society – Lake Lawn Resort
  12th Annual Dental Conference and Fun Fest
  Delavan, WI – August 6-10, 2008