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Submitted Presentation

SP-35 - Saving, Investing and Building Wealth: A Primer for Residents and New Graduates

Friday, April 4, 2025
3:00 PM – 4:30 PM EST
Location: Hynes Convention Center, Floor 2, Room 208
Earn 1.5 CE Credits
Disclosure(s):
Richard S. Schwartz, DDS: No financial relationships to disclose
Shivakar Mehrotra, BChD MChD Bsc.: No financial relationships to disclose
Dental school and residency prepare us to practice endodontics and earn a good living, do not how to successfully invest the money and create wealth over the course of a career. Dr. Schwartz will cover the basics of investing, and describe a simple method that anyone can do on their own with little effort and virtually no expertise. It is as close as you will come to a sure thing in the investing world and will allow you to outperform most of the investment advisors and professional money managers. Some endodontists who earn a large amount of money over the course of their careers never achieve financial freedom and independence. That simply shouldn't happen. This presentation will be geared to residents and recent graduates, but will contain information of value to any investor.

Learning Objectives:

  • Describe the basic principles of investing.
  • Discuss a simple method of investing in the stock market that anyone can use and be successful.
  • Discuss some of the common mistakes investors make that prevent them from reaching their financial goals.