Join us for learning and networking
Financial Planning for Your Well-Being
Cost: Suggested donation of $10 for all participants
Date: January 14, 2020
Time: 5:30 – 7:00 p.m.
Location: Hope Dental Clinic, 800 Minnehaha Avenue East, Suite 465, Saint Paul, MN 55106
This class is appropriate for all clinicians and students.
A light dinner will be provided.
Registration is limited to 12 participants
What you’ll learn
In recent years there has been a big push on physical, mental and emotional wellness. But what about financial wellness? Studies show that money is one of the leading causes of stress in America among adults. Your financial situation can greatly affect your overall health. Everyone’s circumstances are different. Unexpected and unpredictable things do happen. But it is possible to have a predictable and stress-free financial future, you just need to talk about it and plan for it.
In Financial Planning for Your Well-Being you will learn will cover items like financial concerns, phases of savings, ways to protect your future, and ideas to take home with you.
Presenter: Dustin Peltier
Dustin Peltier is Co-Founder and President of Well-Being Wealth Strategies, a specialty financial planning firm located in Minneapolis. As a financial advisor since 2005, he is dedicated to learning about your personal and professional goals. While working as a team, Dustin will help you build a tailored financial plan that is focused on your specific situation at each stage of your career. Dustin’s goal is to provide you with all the information you need to make educated and accurate decisions to protect your income, grow your wealth and live confidently.
Since 2010 Dustin has been the endorsed Disability Insurance Agent at the University of Minnesota, School of Dentistry. He has subsequently become the endorsed agent in the School of Nursing and Medical Residency programs as well.
Dustin works with clients across the country, many of whom are dental or medical professionals and small business owners. Regardless of their location, due to his authenticity, diligence and technology, Dustin has built lasting relationships with his clients.
Born and raised in Minnesota, Dustin attended the University of St. Thomas in St. Paul where he earned a bachelor’s degree in Entrepreneurship. Dustin spends his free time with his wife, Allyson, and two young daughters, Ava and Harper. He also enjoys traveling, sports, and weekends at the family cabin in Northern Minnesota.