Type to search

CE Showcase

Attend CDSPI’s Panel Discussion, Navigating the Market Headlines at ASM19


During this year’s ODA Annual Spring Meeting 2019, CDSPI will gather a panel of investment professionals and financial experts to participate in a fulsome discussion session designed to help dentists better navigate market headlines. The session will help guide dentists on ways to grow and preserve their wealth and meet their financial goals while encouraging questions and conversation.

To give our viewers a preview of the session, we’re sitting down today with Steven Moscone, Vice President, Investment Advisory Services at CDSPI who will let us know why dentists need to attend this valuable and informative session.

About Steven Moscone

Steven has over 20 years of experience in the financial services industry, holding progressively senior positions at a major Canadian bank. In addition to his B.A. in Economics from the University of Toronto, he has earned his Certified Financial Planner (CFP) certification.

During this short Oasis discussion, Steven talks about what to expect during this expert-driven panel including:

  • A review of current financial trends and opportunities.
  • Discussions about the Canadian real estate market, US equities, international emerging markets, blockchain.
  • A live interview with a surprise guest from a leading Canadian cannabis company.
  • Why learning to navigate headlines is important for dentists.
  • A live, interactive quiz to test dentists financial knowledge.
  • Why dentists should attend this ASM19 session instead of others.
  • Where to get more information if you can’t attend ASM or this session.

To ask a question or learn more, contact a CDSPI Advisory Services Inc. financial planner.

Read/download the transcript of the conversation (PDF)

Watch the Full Conversation (4.19″)

Will you be attending ODA’s ASM19 this year? We want to hear from you!

Leave a comment about this post in the box below, send your feedback by email or call us at 1-855-716-2747.

Until next time!

CDA Oasis Team

Leave a Comment

Your email address will not be published. Required fields are marked *

%d bloggers like this: