- Saturday 1/27/2024
- Time: 1:00 - 3:00 pm
- Course Code: 781SL
- Cost: No Charge
- Room Location: BCEC Exhibit Floor Classroom G
- Credits: 0 CE Hours
Dental Financial Planning: Turning Chaos into Financial Freedom
SORRY, THIS COURSE IS SOLD OUT!
Drew Phillips, CPA
Wes Read, CPA Wes Read, CFP®, CPA is the founder of PracticeCFO, a financial planning and CPA firm specializing in dental practice owners. He has been working with dental practice owners since 2007 to help them effectively manage their taxes, 401(k), debt, student loans, business budgets, personal financial planning, investments, and retirement planning. He is the host of two financial podcasts for dentists: The Dental Boardroom and The Dental Practice Sale. He is also the founder of the Associates on Fire program, a free online financial education platform for dental associates.
Dentists will learn a step-by-step process that simplifies the path to financial freedom. From funding their future,
eliminating debt, reducing taxes, and planning for retirement, attendees will explore a comprehensive strategy for
navigating their financial future. They will discover how to calculate what Wes calls their "life goals breakeven. They will
explore the skills and experience to look for (and what to avoid) when selecting a financial advisory team. Attendees will
leave with practical, purposeful strategies that, when implemented, lead to financial independence and greater quality of
life.
- Discover a holistic, simplified strategy for achieving financial freedom
- Define their individual financial goals and start with the end in mind
- Explore proven solutions for everything from taxes and financial analysis to investments and retirement plans
- Learn to calculate the necessary practice collections to meet life goal
- Understand factors to look for in selecting their team of advisors
- Avoid the setbacks that prevent them from scaling their wealth
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.
The Practice CFO grant has been applied to this course.
The Massachusetts Dental Society is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at ADA.org/CERP.