How Much Do You Need to Retire? Calculating Your Total Term

Course Details


How much wealth do I need to make work optional? This straightforward question is usually met with a variety of answers, but it shouldn’t be so complicated. Using simple math, you can understand how much money you’ll need to sustain your lifestyle indefinitely. In this CE course you’ll learn how to calculate your Total Term (Tt) Element® which measures your progress toward financial independence.


About the Instructor:

Reese Harper, CFP® is the CEO and founder of Dentist Advisors a registered investment advisory firm. For over a decade, he has consulted with dentists to help them reach their personal and business financial goals using his proprietary, scientific, data-driven decision making methodology called Elements®. Elements are the 12 key indicators that help Dentist Advisors compare dentists in similar circumstances, making their advice more accurate and precise, creating a clear plan towards retirement.


Educational Objectives:

Upon completion of this course you will have the knowledge and tools required to calculate and understand the importance of your Total Term (Tt). The Tt Element® measures how close you are to making work optional and becoming financially independent.

CE Hours – 1

Disclosure: Consult an advisor or conduct your own due diligence when making financial decisions. General principles discussed during this CE course do not constitute personal advice. This CE course is furnished by Dentist Advisors a registered investment advisor.