Speaker Information

Mr. Charles Loretto
Plano, TX
Financial Services


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

Through each stage in your dental career, there are proven strategies you need to apply in order to build wealth and reap the financial benefits of your work. In this interactive course, learn proven formulas to accumulate wealth, tax strategies to improve cash flow, plus the short and long-term benefits of various investment environments that many dentists don’t consider. Using real-life case studies, this course also covers best practices for the purchase or transition of ownership and how to reduce practice overhead. Join in to ask the challenging questions and evaluate how you’re tracking on the path to financial freedom.



Date/Time: 3/20/2020   8:30 AM - 11:30 AM
Type: Registered
Audience: Dentists, Spouses