Brad Levin

CFP^®, CMT^®, CEPA™

Top Educator

About Brad Levin

Brad Levin has over 30 years of experience in the financial planning and investment management fields. He has worked as a portfolio manager, studied financial markets, developed comprehensive financial plans for individual clients, and counseled them on all facets of their financial lives. After leading his own independent investment advisory firm for many years, Brad merged his business into Focus Partners, one of the largest wealth planning firms in the country, where he now is a principal and Managing Director of their Calabasas, CA office. He now spends most of his time focusing on helping successful entrepreneurs refine and achieve their vision of their “best life”, often working with business owners on preparing for an ultimate exit through an internal succession or external sale. In this capacity, his focus is on helping clients ready themselves financially and emotionally while maximizing the value of their business prior to exit. In his spare time, he enjoys many outdoor activities, pursuing elevated health and wellness, and world travel.

Learn more about Brad:

The Foundations of Financial Security

Date: January 20, 2026

Time: 5:30 PM CST / 6:30 PM EST & 5:30 PM PST / 6:30 PM MST

Lecture up to 1 hour

Practice Management & Human Relations, AGD Subject Code 550

Program Description: In this session, we will explore key strategies for establishing financial security and building lasting wealth, specifically designed for dental hygienists. We’ll discuss practical approaches to managing income, maximizing savings, and planning for long-term financial goals, including retirement. By the end of the session, you’ll have a clearer understanding of how to effectively manage your finances, optimize your earning potential, and make informed decisions that will contribute to your financial well-being and peace of mind for years to come.

Upon completion of this session, attendees should be able to:

- Understand how to balance out managing debt versus building up savings and the difference between savings and investing.
- Understand the tremendous impact of compounding interest at a young age.

Get started with your Aviary journey today!

Early Bird Pricing
Expires 2/28/25

^$20/mo or $240/yr

Save $5 per month compared to the list price (a 17% monthly savings).
Annual savings of $60 with the Early Bird rate.
Exclusive Early Bird Access: Lock in a lower rate for as long as you remain a member.
Limited-Time Discount: Secure a premium membership at the lowest possible cost.

Standard Rate

^$25/mo or $300/yr

$5 more per month than the Early Bird rate, totaling an additional $60 per year.
Missed savings opportunity: Early Bird members save $60 annually.
Limited-time Early Bird offer unavailable after this period: Future memberships will only be offered at the list price.
No exclusive Early Bird perks: Missing out on exclusive benefits available to Early Bird members only.

FAQs

Are these programs all virtual?

Yes, The Aviary offers live virtual programs—nothing recorded! We will also offer future opportunities for members to connect live in person.

What are the refund and cancellation policies?

The Aviary’s annual membership is a commitment to a full year of exclusive benefits and services. Please note that we do not offer refunds once a membership is purchased. If you have any questions or need assistance, feel free to contact our support team at education@seattlestudyclub.com.

How much continuing education credit do I get for being a member?

The Aviary offers up to 12 CE Credits over the course of a 12-month membership.

How does the membership work?

Your purchase includes a 12-month membership to The Aviary. Upon enrollment, you will receive immediate access and gain access to the next 12 months of speakers. If you purchase the early bird rate, programming starts in March and your membership will last until February 28, 2026.

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