David Frank, Turning Point Financial | Demystifying the World of Investing (Non CE)
Is investing something you feel like you should be doing, but aren’t quite sure where to begin? Or maybe you’ve invested some of your hard-earned cash in the stock market, but aren’t sure you’re doing the right thing. If so, this session is the spot for you! Dave will demystify the world of investing and help you define a simple, understandable investing strategy that will set you up for long-term success.
Our Presenter
David Frank
David Frank is on a mission to ensure every therapist has access to unbiased and fiduciary financial advice they can afford. Through the firm he founded, Turning Point Financial Life Planning, he uses the tools of financial planning to help therapists grow their impact and build lives they love. Dave earned both his undergraduate and MBA degrees in finance and he also completed a certificate in personal financial planning. He’s worked for over twenty years in investment banking, corporate finance and now personal finance. Throughout his corporate career, he’s been the go-to person to translate complex financial products, contractual language and tax regulations into clear and effective recommendations. He’s excited to be helping therapists by bringing this same clarity and expertise to the world of personal finance. Don’t let his love of the tax code and spreadsheets scare you off! You’re just as likely to find him with his nose buried in one of Pema Chodron’s books as reading up on the latest finance planning techniques.
Turning Point Financial Life Planning
Turning Point is a financial planning firm that’s focused exclusively on serving mental health professionals. They’ll help you navigate all the important elements of your personal finances, like budgeting, investing, selecting retirement plans, managing student loan debt and evaluating big purchases, like your first home. And because they specialize in serving therapists in private practice, they’ll help you navigate the finances of your practice, as well. They’ll help you navigate bookkeeping, analyze the financial implications of changes like hiring clinicians or diversifying your income sources. They’ll even help you consider strategies like the S-Corp tax election. Visit turningpointHQ.com to learn more.
