Registration is closed on April 10th at 10 pm

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

Category 3 - 3 CE Points

Speakers:  Mark McNulty 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.

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

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