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Dental Industry Education Courses

Stay informed with our dental industry information sessions covering important topics such as establishing and selling a dental practice and understanding wealth building. Our firm has been invited to speak to various individuals, including dental residents, experienced dentists, and leading industry experts. If you or your organization is interested in training and educating the next generation of healthcare professionals, we are a reliable resource to consider. Our partners and financial planners, who are knowledgeable and experienced, will provide answers to your questions and demonstrate how the information is used in real-life situations. Our firm is quickly becoming a top training and education resource for students and professionals.


Choosing An Advisor: How to Choose the Right Guide for Your Financial Future

Friends, family members and colleagues may swear by the fact that everyone needs a financial advisor. But for you to make that decision for yourself, you first need to understand what a financial advisor does and in what ways an advisor could benefit you. It’s important to take an in-depth look at the real value a fiduciary financial planner can provide. And if you don’t know what a fiduciary is, then you REALLY need to hear this presentation.


Avoiding Embezzlement: Internal Controls for Smart Practice Management

Nearly 1 in 5 dentists have reported being embezzled by a staff member. Other studies indicate even higher numbers. And most of the time, it’s the long-term employee you’d least expect. Why are dental practices so susceptible to embezzlement? Honestly, a lack of education in proper internal controls leads to overreliance on key employees and multiple opportunities for fraud. As a current or future business owner, it is vital to understand the common profile of an embezzler, the many ways in which theft can occur, and best practices and systems for prevention. Don’t be on the wrong side of the statistic! 


Investing for Financial Freedom: A Guide to Making More Informed Investment Decisions

As a high-income earner, there will be multitudes of friends, colleagues and would-be advisors seeking access to your investment dollars. You will be bombarded with ideas and strategies promising high returns at low risk, among other false claims. But how do you differentiate legitimate ideas from bad investments? If history teaches us anything, it’s the informed investor that achieves real wealth. Knowing what investments are appropriate and when they should be considered in your wealth accumulation lifecycle can make a huge difference in the final outcome. Everyone needs a good set of rules to follow when considering types of investments, whether they are intended for reaching financial freedom, or of a more speculative nature. Learn to avoid the mistakes that can set you back years from achieving your financial goals.


Financial Health: Is Your Diet Working?

When do most people decide to consistently exercise, eat right, or get healthy? Like most things, it’s when the consequences of poor choices are now staring them in the face.  You step on the scale, look at your reflection in the mirror and hate what you see, or the doctor scares you with a stern warning. The weight loss market is nearly a $300 billion industry, as people will try almost anything to get back in shape. Shouldn’t the same be true for your financial health? If people managed their budgets as intricately as they do their calorie counters, or worked to trim bad debt as hard as they work to trim unwanted fat, retirement readiness statistics would look much more promising for Americans, including the high-income earners. The problem is that there is no mirror when it comes to financial wealth. Nothing really forces us to make the changes needed often until it is too late. You need a financial fitness plan that shows results and will avoid the pitfalls that can really set you back.


Initial Career Decisions: A Great Start to Your Dental Career

After years of school and training to be a dentist, you want to start out your career on the right foot. Years of stories from friends and colleagues may have you leaning one direction or the other on how to start your career, but is that based on sound advice and up-to-date information in the industry? There are several paths to consider, and sometimes differing timeframes when those paths might make sense. Help yourself in making a good decision by identifying the critical issues related to each career path. For example, is it better to be an independent contract associate or an employee? Should you purchase the real estate when you purchase your first practice or start one? What MUST you include in any contract before you sign it? You’ll also want to make sound personal financial decisions that coordinate with the optimal career path you choose. We get lots of questions like whether to pay down student loans or focus on investing early, or how to make smart tax savings decisions from day one. Believe it or not, there are so many decisions that get made at the outset of any dental career. Give yourself a leg up and learn how to make the right ones.


DSO Decision-Making – Demystifying the Ins & Outs of the DSO Marketplace

More misinformation may exist around the DSO marketplace than any other facet of the dental industry. But one thing is for sure, a point will come in your career when you will be impacted by the movement of private equity and corporate money into dentistry. Understanding that marketplace will be essential if you want that impact to be positive. Take the time to learn the terms and concepts involved with DSOs. This is half the battle in making a sound decision. You’ll also want to understand the different types of corporate sales models, know what calculations matter and how those calculations are made. All of this can then be summarized into reasons why you should consider selling to a DSO, and reasons why you shouldn’t. Don’t assume because a friend had a good or bad experience that it would be the same for you. Arm yourself with the knowledge needed to make that decision.


A Recipe for Investing: Basic Instructions for Intelligent Wealth Building

Reaching your financial goals without the aid of investment returns is almost impossible. You likely can’t just save your way to retirement. But if investing has never been your thing, that’s OK. With all the noise from TV, print, online and social media, it’s not surprising you may be ready to tune out and give up. But investing doesn’t have to be difficult or confusing, and quite honestly, it shouldn’t be. The key is a basic education in investing tools, taught in a way anyone can understand. From there, you need to understand the right investing philosophy. This is where the real simplicity begins. The noise on TV and online needs viewers watching, so it produces volumes of content portraying complicated strategies and hot stock picks – none of which has shown long-term outperformance. If you can follow a cookie recipe, you can understand how to build a low-cost, well-diversified portfolio that will get the job done.

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