Financial Decisions the Dentist Must Get Right

  • Friday 1/31/2020
  • Time: 10:00 am - 12:00 pm
  • Course Code: 551RL
  • Cost: No Charge
  • Room Location: BCEC Exhibit Floor Classroom I
  • Credits: 2 CE Hours
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Charles Loretto, is a partner and investment advisor representative of Cain Watters & Associates.

The course covers best practices for purchasing or transitioning ownership of a practice, for working with partners or associates, and for improving the efficiency of your practice. Using our “real life” case studies, this course will help attendees determine how their practice compares to similar practices, and evaluate how they are tracking on the path to financial freedom. Attendees will also learn proven formulas behind building wealth, and improving cash flow, plus the short- and long-term benefits of various investment environments. Learn about current pension laws and advantageous tax strategies to support pension planning, plus where to find the money to fund retirement plans. 

After this course attendees will be able to:
  • Illuminate the impact of setting realistic business goals
  • Identify the optimal time to acquire another office
  • Examine the rewards of bringing an associate or partner into the practice when the time is right
  • Determine the importance of having a vision for your practice
For other CE on the Exhibit Hall Floor courses, visit
Recommended Audience: Dentist
Ambient Noise Disclaimer: Please note that this course will be held on the Exhibit Hall Floor and will be subject to ambient noise.
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