Filtering by: Steven Kuza

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Financial Mastery for Dentists: Unveiling the Top Hacks Every Dentist Should Know
Feb
28
9:00 PM21:00

Financial Mastery for Dentists: Unveiling the Top Hacks Every Dentist Should Know

Unlock the secrets to financial success tailored specifically for dentists. "Financial Mastery for Dentists." In this dynamic program, we delve into five powerful strategies and hacks designed to elevate your financial well-being. From tax-efficient income management to crafting a tax-advantaged retirement plan, this course is curated to empower dentists with actionable insights for navigating the unique financial landscape of their profession. Don't miss the opportunity to gain mastery over your finances and secure a prosperous future. Enroll now and revolutionize your approach to financial planning!

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Complex Financial Planning Made Simple
Feb
22
9:00 PM21:00

Complex Financial Planning Made Simple

Come take a walk with me to get better prepared financially for 2023. I talk to people every day and they all ask… ”what do you think is going to happen next?:” I may not have the answer, but we definitely can prepare. Do you feel prepared for another market decline or extended market decline? Imagine if you can navigate the complex charted waters of investing, taxes, insurance, and financial planning. In this presentation, we will give you a guided tour of simple planning to implement in 2023 to provide clarity in a complex planning world.

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Spend your life living
Mar
10
9:00 PM21:00

Spend your life living

Spend your life living

The Mindset Shift on Debt & Money (Even in a Pandemic)

Course objectives

  • Mr. Kuza will share the secrets to worrying less about debt and money.

  • Dentists will learn to be more productive and efficient in their personal life and practice.

  • This will help dentists gain clarity on retirement income and debt payoff.

  • Mr. Kuza will also provide resources for Covid Relief and the latest changes.

Dr. Farahani

Presented by:

Steven Kuza
CFP® CLU® ChFC® RICP®
Steven graduated from Wayne State in 2009, earning his B.S. in Business Finance. He has a passion to help people in need and loves to see people live up to their potential. Steven says, “My team is committed to making an impact on our clients’ financial lives. As we meet people every day, we believe in education and meaningful conversations. It is our goal to positively impact our clients through a blend of insight, direction and technology by having a well-documented plan. Our planning firm covers unforeseen risks to a family or business while simultaneously building wealth for future savings goals.”

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