Mr. Charles Loretto Financial Services Plano, TX


Registration Opens 12/10/19
  • Partner and Investment Advisor, Cain Watters and Associates
  • Founder, National Dental Placements (NDP)

Friday Courses
Fr242 - Financial Decisions the Dentist Must Get Right: Real-World Answers to Dentistry’s Tough Financial Questions
Time: 8:30 - 11:30 AM
Type: Registered    Handouts: Speaker bringing

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.

Fr264 - Understanding the Value of the Dental Practice in a Seller's Market
Time: 1 - 4 PM
Type: Registered    Handouts: Speaker bringing

If you’ve contemplated either the purchase or sale to a private owner or DSO/Private Equity Group, there are considerations to ensure you come out on top. Selling the practice not only relinquishes ownership and control, but impacts tax and pension planning, equity and long-term income you may not have considered. Having a plan in place that weighs both the financial costs and opportunity costs is essential. This session will cover the timing, tax strategies and partnerships involved — offering owners the insight to position themselves financially to sell a portion or all of their practice when the time is right.

Saturday Courses
Sa374 - Owning Your Practice: The Key to Your Financial Future
Time: 9 AM - 12 PM
Type: General    Handouts: Speaker bringing

Ownership can feel daunting, but have you considered the long-term financial implications of working as an associate? This course provides a realistic view of ownership versus being an employee. Mr. Loretto will weigh the risks, consider debt, and evaluate options associated with opening a practice, entering a partnership, buying an existing practice, or working as a partner in a corporate dentistry environment. Let knowledge illuminate the path a new dentist should take to lead to long-term personal and financial success.

Sa361 - Understanding the Value of the Dental Practice in a Seller's Market
Time: 2:30 - 4 PM
Type: General    Handouts: Speaker bringing

If you’ve contemplated either the purchase or sale to a private owner or DSO/Private Equity Group, there are considerations to ensure you come out on top. Selling the practice impacts tax and pension planning opportunities, equity and long-term income you may not have considered. Having a plan in place that weighs both the financial costs and opportunity costs is essential. This session will cover the timing, tax strategies and partnerships involved — offering owners the insight to position themselves financially to sell a portion or all of their practice when the time is right.


Registering for the Hinman Dental Meeting is required to attend ALL courses and Special Events.
Course type description:
General = No additional fee (registration required for these courses – we no longer accept walk-ups)
Registered, Interactive, Participation and Special Events = Fee courses