From dental school graduation through preparing your estate for your heirs, this presentation provides strategies for maximizing practice and personal financial decisions because they are absolutely connected, and they impact each other. In this content-rich, interactive course, learn proven formulas behind building wealth, tax strategies to improve cash flow, plus the short- and long-term benefits of various investment environments.

Also covered: Pension and retirement
planning. Learn about current pension laws and advantageous tax strategies to support pension planning, plus where to find the money to fund retirement plans. The course also covers best practices for purchasing or transitioning ownership of a practice, how to work with partners or associates, and how to improve the efficiency of your practice. Using our “real life” case studies, this course helps you determine how your practice compares to similar practices, and evaluate how you’re tracking on the path to financial freedom.
 
Learning Objectives:
  • Determine how to minimize social security taxes, state and federal taxes
  • Learn how practice ownership better positions you to accumulate and retain wealth
  • Discover the advantages of saving in a tax-deferred environment
  • Illuminate the impact setting realistic goals for your business has on your personal financial goals
  • Identify the right way and the right time to acquire another office
  • Discover the rewards of bringing an associate or partner into the practice when the time is right
  • Learn the importance of having a vision when following a personal and business financial plan

Reserve your seat at Destin 2017!