Speaker Information

Mr. Charles Loretto
Plano, TX
Financial Services
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  • Partner and Investment Advisor, Cain Watters and Associates
  • Founder, National Dental Placements (NDP)

Fr260 - The First 10 Years: A Bridge to Financial Freedom
Date/Time: 3/17/2023   1 - 3 p.m.
Type: Registered   Handouts: No

Room: GWCC - A406
Dentist Fee: $95.00  Other Fee: $65.00
Audience: Dentists, Students
AGD Code: 550

With volatility and the turbulent economy impacting every business, the first 10 years of practicing dentistry are critical in not only perfecting one’s craft but solidifying one’s financial position for the long run. This course offers an opportunity for residents, associates as well as practice owners to flip today’s uncertainty into a roadmap for future financial security.

In this content-rich, interactive course, attendees will learn proven formulas to leverage ownership for 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 you meet your long-term goals, even through times of adversity