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Course: Financial Decisions You Must Get Right Post COVID-19: Real World Answers to Dentistry’s Tough Financial Questions - Hinman.org

Speaker Information

Mr. Charles Loretto
Plano, TX
Financial Services

VSa342 - Financial Decisions You Must Get Right Post COVID-19: Real World Answers to Dentistry’s Tough Financial Questions
Date/Time: 3/13/2021   1:00 PM - 2:00 PM
Type: Virtual   Handouts: Yes
Dentist Fee: $0.00  Other Fee: $0.00
Audience: Dentists
Keyword(s):
Finance
Practice Management
COVID
AGD Code: 550

2020’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. No practice was untouched by the pandemic.
Partner Charles Loretto flips last year’s uncertainty into a roadmap for future financial security. Taking the lessons learned from 2020’s 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.


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 meet your long-term goals, even through times of adversity