Speaker Information

Mr. Charles Loretto
Frisco, TX
Financial Services
Registration opens
December 10th


  • Partner and Investment Advisor, Cain Watters and Associates
  • Founder, National Dental Placements (NDP)

Fr6059 - Accumulating Wealth in Your Practice: Financial Decisions to Take You There
Date/Time: 3/21/2025   9 - 11 a.m.
Type: Lectures   Handouts: Speaker bringing
Dentist Fee: $105.00  Other Fee: $75.00
Audience: Dentists, Students
Keyword(s):
Finance
Practice Management
Practice Transitions

Understanding the key financial pieces and overall financial health of the practice is an important step to growing a thriving business. We'll examine the essential initiatives doctors need to be prepared and confident with whatever their unique ownership journey has in store. In this content-rich, interactive course using real case studies, attendees will learn proven formulas behind building wealth, improving cash flow, retirement planning, bringing in an associate or partner, plus the short- and long-term benefits of various savings environments.