Date: September 5, 2023
Time: 6:30pm
Financial Decisions Dentists Must Get Right: Flipping Uncertainty into Security
Description:
The volatility and confusion surrounding the last few years has impacted every business, including dental practices. This course offers an opportunity to flip today’s uncertainty into a roadmap for future financial security. Taking the lessons learned from shutdowns, stimulus dollars, new tax legislation, staffing constraints and inflation, doctors can be prepared and confident with whatever the upcoming year has to hold.
In this content-rich, interactive course, attendees will learn proven formulas behind building wealth, improving cash flow, getting ahead on pension and retirement planning, plus the short- and long-term benefits of various savings environments. Using real case studies, this course will empower dentists with the knowledge they need to reach financial freedom. It will compare dental practice owners performance metrics to give attendees tangible examples they can leverage to evaluate their own situation.
Upon completion of this session, attendees should be able to:
• Identify tax strategies to improve cash flow and support market volatility
• Set a realistic business and personal financial plan to help meet your long-term goals, even through times of adversity
About Charles Loretto:
Charles joined CWA in 2001 and became partner in 2016. He plays a critical role in growing the firm’s client base as the director of business development, marketing and new client services.
He travels the country speaking at dental schools and residency programs, study clubs, dental symposiums and state and national dental meetings on strategies to reach financial freedom. Since 2004, Charles has presented to over 30,000 dentists and over 50 dental schools. He is a published author, and host of the top-ranking dental podcast, Transition Talk.
Charles oversees the practice transition department for CWA, and is founder of its affiliate company, NDP, that assists doctors in the buying, transitioning and valuation of a practice. He and his team help hundreds of dental professionals with their transition goals annually.
Using his insight and experience from almost two decades in the dental industry, his passion is helping diagnose the financial support dentists need and then connecting them with someone who will then help them achieve their financial goals.
