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Course: Accumulating Wealth in Your Practice: Financial Decisions to Take You There - Hinman.org

Speaker Information

Mr. Charles Loretto
Plano, TX
Financial Services

Th226 - Accumulating Wealth in Your Practice: Financial Decisions to Take You There
Date/Time: 3/17/2022   12:30 PM - 3:00 PM
Type: Registered   Handouts: Speaker bringing
Dentist Fee: $95.00  Other Fee: $65.00
Audience: Dentists
Keyword(s):
Finance
Practice Management
COVID

The pandemic’s practice closures brought volatility and confusion to dental practices. When production dropped seemingly overnight, reduced cash flow impacted not only the business, but also the home for many practice owners. Mr. Loretto flips yesterday’s uncertainty into a roadmap for future financial security. Taking the lessons learned from shutdowns, stimulus dollars, government regulations and legislation, he shares the key initiatives doctors need to take away to be prepared and confident with whatever the new year has to hold.

Learning Objectives:

• 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.