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Course: Key Financial Decisions for Practice Owners (February Virtual) - Hinman.org

Speaker Information

Mr. Charles Loretto
Plano, TX
Financial Services

Vr602 - Key Financial Decisions for Practice Owners (February Virtual)
Date/Time: 2/8/2022   12:00 PM - 1:00 PM
Type: Virtual   Handouts: No
Dentist Fee: $0.00  Other Fee: $0.00
Audience: Dentists, Hygienists, Assistants, Office Staff, Lab techs, Spouses, Students

Your dental practice has the potential to accelerate your financial goals. But many owners are on autopilot. From beginning your journey with ownership to improving cash flow, saving for short- and long-term goals, tax strategy, successful partnerships and ultimately sale of practice, this course offers a full lifecycle roadmap for your future financial security. Mr. Loretto shares the key concepts doctors need to implement to be prepared and confident, especially in times of adversity and uncertainty. Using real case studies, this course will empower dentists with the knowledge they need no matter what stage of life they are in. Upon completion of this session, attendees should be able to:

·         Understand the different financial phases of the lifecycle of a dentist.

·         Identify tax strategies to improve cash flow and support market volatility in each phase.

·         Set a realistic business and personal financial plan to meet their short-and long-term goals.