Life changes are frequently faced with anxiety and fearfulness. We understand that and want to empower you to plan the next stage of your life fearless.The issue is today's world is the information overload that is consistently around us. How do you know what is good advice and what is not? To assist in helping prepare you for the future, we've gathered a dental expert panel. We've taken the collective knowledge of many various professionals and brought them to you in a casual discussion format.
We are an: IT and Cybersecurity Expert, Dental CPA, Practice Consultant, Certified Financial Planner, and a Dental Transitions Analyst. The morning will not be a stuffy presentation where you will be forced to sit and listen. We view the best use of our knowledge is to provide answers to your questions and interact together. Our goal for the event is for you to have a clear path forward on how you want to plan and execute the strategy for the next stage of your life.
Topics we aim to cover include:
-How to take steps to protect you and your practice from cybersecurity threats adequately.
-How to determine the best method to structure a deal to sell your practice.
-How to tax plan to allow for more of your practice sale to stay in your pocket.
-How the new tax law changes affect selling your practice. -Areas to improve your practice to increase the selling price.
-How to make partnerships, associateships, and office sharing arrangements work. -How to determine who is a financial advisor and who is a financial salesperson.
-How to think and plan for health care costs in retirement.
- A natural process to quantify the risks you are taking in investing.
The event will also be a chance to consult the following dental industry experts:
Isaiah Douglass of ID Financial
Kirsten Toler of Friedman LLP
Laura Myers of the Etters Group
Todd Schorle of TS Tech Enterprises
These experts can answer questions about the following:
Practice Evaluations and Transition Options
Practice Growth and Profitability
Cyber Security and Technology