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  • Business of Dentistry Series - Creating Passive Income Streams

Business of Dentistry Series - Creating Passive Income Streams

  • 11 Apr 2024
  • 5:30 PM - 9:00 PM
  • Hyatt Place Mississauga Centre, 5787 Hurontario St

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Business of Dentistry Series - Creating Passive Income Streams - Thursday, April 11, 2024

Category 3 - 3 CE Points

Speakers:  Mark McNulty, Michael Wilson and Robert Mark

Location: Hyatt Place Toronto/ Mississauga Centre - 5787 Hurontario St, Mississauga, ON L4Z 2H7

Parking is Free

Agenda:

5:30 - 6:30 pm Registration and Dinner

6:30 - 6:40 pm Welcome and Announcements

6:40 - 9:00  pm Lecture and Q&A 

For over thirty years, McNulty Group has been working with dentists to build passive income streams to fund their lifestyle when they stop working. A passive income stream is a regular income outside of what you earn as a dentist.

In this lecture, the lead managers will discuss what works and what doesn’t when it comes to creating passive income streams. They will also interview guest speakers from varying areas of expertise.

Categories for discussion include:

  1. The Stock Market
  2. Bonds
  3. Private Equity
  4. Annuities
  5. Permanent Insurance
  6. Real Estate
  7. Alternative Strategies

Learning Objectives:

  • Understand how each category can be used to create a passive income stream.
  • Understand tax planning around each category to maximize your cash flow.
  • See how your colleagues have used each of these tools to fund their lifestyle while not eating into their savings.

Presenters Bio:

 Mark McNulty, BA, CFP, CIM

Mark is a widely recognized expert in Canada on financial and retirement planning for dentists. For over twenty years Mark has been a speaker for the Ontario Dental Association and a regular contributor to Ontario Dentist, the journal of the Ontario Dental Association.

In addition to multiple television and radio appearances, Mark has authored three books, the most recent is The $6 Million Dentist.

Michael Wilson, CPA

Michael graduated from the Queen’s School of Business and went on to earn his Chartered Accountant (CPA, CA), Chartered Investment Management (CIM®) and Certified Financial Planner® (CFP®) designations.

Michael has worked very closely with Mark and Dentists since 2012.


Robert Mark, CFA

Rob joined the McNulty Group after a twenty-plus-year career on Bay Street. Prior to joining the firm, Rob was a portfolio manager and investment strategist at two of Canada’s most respected investment firms, MacDougall, MacDougall & MacTier (3Macs) and Raymond James Canada. Rob graduated from Queen’s University in 1996 and was awarded his CFA Charter (Chartered Financial Analyst) in 2003.

Free for the HPDA Members

Guest of HPDA Member - $99 + hst

Non-members welcome for $149 +hst

Premier Sponsor       

Event Sponsors

         

6.2.2

Business of Dentistry Series - Creating Passive Income Streams - Thursday, April 11, 2024

Category 3 - 3 CE Points

Speakers:  Mark McNulty, Michael Wilson and Robert Mark

Location: Hyatt Place Toronto/ Mississauga Centre - 5787 Hurontario St, Mississauga, ON L4Z 2H7

Parking is Free

Agenda:

5:30 - 6:30 pm Registration and Dinner

6:30 - 6:40 pm Welcome and Announcements

6:40 - 9:00  pm Lecture and Q&A 


HPDA Line Officers

President Dr. James Tonogai
Vice PresidentDr. Terinder (Ruby) Chahal
Past PresidentDr. William Rodriguez
Treasurer Dr. Paul Andrews
Secretary Dr. Duri Hafiz

Contact Information

Phone 416-307-2448
Toll-Free 1-855-791-7934
Email info@hpda.ca
Management Bond Executive Offices
Larisa Pomula

Mailing Address    

1370 Don Mills Road, Unit 300
Toronto, Ontario
M3B 3N7




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