FRIDAY, APRIL 1 Audience codes. A-assistant, D-dentist, H-hygienist, O-office staff, ST-students
Local Speaker Series Advanced Practice Growth Concepts for Dentists Andrew Ranes, MBA Glen Jensen 1:30–2:30 pm Room 254 Audience: D Growing a practice is a challenge that demands the attention of the business owner. Yet most doctors don’t receive any training on growing the business they have dreamed of owning. Our presentation is designed to educate doctors on their real options when it comes to owning and directing their businesses. With that understanding dentists will see that there are incredible ways to keep growing your business while creating a better quality of life and still taking great care of their patients and their teams. Learning Objectives: • Knowing your practice value, an easy formula. • Growth guidelines for general dentistry–The 5 stages. • Successful associateships.
Maximizing Your Retirement Income: Unique Strategies for Retiring Dental Professionals Scott Peterson, ChFC® Mark Whitaker, MS, CFP® 3:00–4:00 pm Room 254 Audience: D Today’s retirees face challenges unique to this generation. Planning for longevity, inflation and then having to create a lifelong stream of income from their investments are the challenges. As dental professionals you face an additional set of challenges, selling your dental practice for the highest value and minimizing taxes on the sale of your practice. In this class Scott Peterson, ChFC® and Mark Whitaker, MS, CFP® will provide actionable ideas and strategies to help you make the most of your retirement. Learning Objectives: • Strategies to reduce the tax impact from the sale of your dental practice and real estate • Turning a career’s worth of accumulations and the sale of your dental practice into an inflation adjusted stream of income that will last throughout retirement • How to protect your immediate income from stock market downturns while protecting your future income from inflation
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