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

In this interactive course, learn proven formulas for building wealth, tax strategies to improve cash flow and the short- and long-term benefits of various investment environments. The course will look at pension laws and advantageous tax strategies to support pension planning. The course also covers best practices for purchasing or transitioning ownership of a practice and improving the efficiency. Attendees will gain insight on similar practices with case studies and begin evaluating their progress on the path to financial freedom.



Course: Th213
Date/Time: 3/22/2018   8:30 AM - 11:30 AM
Type: Registered
Audience: Dentists, Spouses
Dentist Fee: $80.00
Other Fee: $50.00
Keyword(s):
Finance