Speaker Information

Mr. Charles Loretto
Plano, TX
Financial Planning/Practice Ownership


Financial Decisions the Dentist Must Get Right: Real-World Answers to Dentistry’s Tough Financial Questions

Learn proven formulas for building wealth, tax strategies to improve
cash flow and the short- and long-term benefits of various
investment environments. Take a look at pension laws and
advantageous tax strategies to support pension planning. The course
also covers best practices for purchasing or transitioning ownership
of a practice and improving the efficiency. Get insight on similar
practices with our case studies and begin evaluating your progress
on the path to financial freedom.

Course: Fr268
Date/Time: 3/24/2017   1:30 PM
Type: Registered
Audience: Dentists, Spouses
Dentist Fee: $80.00
Other Fee: $50.00
Room: Omni, Oak