Identify key concepts to facilitate the transition of a practice to new ownership, pitfalls to avoid, and steps to take after the sale.  Learn how to calculate your “retirement number,” discover the secrets of the happiest retirees, and evaluate whether you’re ready to retire.  Learn tools to plan financially, emotionally, and psychologically for retirement.

Technology Recommendations

When viewing a live or pre-recorded course, we suggest the following:

Close all other applications and programs on your device
Consider limiting the streaming on other devices in your viewing location
Optimal viewing is on a computer or tablet
A minimum 5MB connection is recommendation, but please note that a 15-20MB connection is optimal
The best way to prevent or stop buffering when streaming is to reduce anything that impedes the stream.

Date Available: December 6, 2022

Date Reviewed: March 1, 2023

Date Removed: May 31, 2023

Whether you’re new to practice, enjoying peak productivity, or nearing retirement, you won’t want to miss this informative and entertaining presentation. Explore in detail ten key concepts that can contribute to greater productivity and profitability, as well as reduced stress, financial security, practice transition success, and more joy every day. Learning Objectives: Adopt systems to improve hiring, training, team building and stress-management. Utilize innovative marketing techniques and plan for financial success.

Wayne shares personal stories and experiences designed to educate, entertain, inspire, and remind us of what matters most. Learning Objectives: 1. Recognize that fiscal sanity protects your family, the roof over your head, and the food on your table. 2. Learn why you must have a will, centralize important documents, and ask parents how you can help with aging in place. 3. Review proven techniques to minimize personal and professional stress and consider ways to love your life more!