2025 Conference Attendance
In 2025, our Practice Consultants will be traveling to Dental conferences around the United States. We can’t wait to meet you and answer your questions about practice ownership!
The Financial Lifecycle of the DentistTM
Finance
Case Studies
1 hour class
Designed for Dentists at all stages of practice ownership, this 1-hour webinar with live Q&A, guides attendees through The Financial Lifecycle of the Dentist.™ We will walk through the Milestones from associateship to start-up/purchase onto expansion and real estate ownership, and through practice exit and post-sale retirement. Here’s a brief list of topics reviewed:
- Benchmark age, income, and ownership
- Review national and regional datapoints
- Expensive mistakes commonly made in the areas of tax, investments, risk management and estate planning
- Income/spending and investment accumulation
- Successful strategies for navigating throughout a complete Dentist Financial Life Cycle
- Successful practitioner retirement
Using Monte Carlo Analysis and our experience from over 11,000 meetings with clients, we use case studies to model the best strategies for practice success.
Coming Soon!
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