Art’s Golden Rules of Financial Planning

Unlock financial success with “Art’s Golden Rules of Financial Planning” led by expert dental CPA Art Wiederman. Master key strategies for retirement, investments, and estate planning. Learn practical tips like the “65/25/10 rule” to confidently secure your financial future. Don’t miss this essential guide for informed decision-making and long-term prosperity.

Educational ­Objectives

After reading this course, the participant should be able to:

1. Practice the “65/25/10” rule of cash management, and strategically plan for post-retirement income and expenses.
2. Cultivate a consistent savings habit, be aware of the three primary tax-deferred retirement options based on income, and adopt prudent strategies for managing credit cards.
3. Know prudent investment guidelines.
4. Recognize the importance of life and disability insurance, as well as responsible home and car ownership.

Belmont Business Media and its affiliated entities do not offer tax, legal, or accounting advice. The content presented here is solely for informational purposes and should not be considered as a substitute for, or relied upon as, professional tax, legal, or accounting advice. Prior to undertaking any transaction, it is advisable to seek guidance from your individual tax, legal, and accounting advisors.

The AGD course code is 550 and can be used to track members’ progress in meeting the AGD Fellowship and Mastership Award CE requirements. 

Course participants are encouraged to consult their state board as units from these types of courses cannot be earned for license renewal because they are considered to be of direct benefit to the licensee or outside the scope of dental practice.

This course was published in January 2024 and expires January 2027. The author has no commercial conflicts of interest to disclose. This 1 hour self-study activity is electronically mediated.