Second Guessing Your Practice Financial Decisions Presented by Charles Loretto |
Speaker Bio: Charles is an investment advisor representative of Cain, Watters & Associates, PLLC (CWA). Charles began his career with CWA in 2001 and continues to help the company educate dentists on the financial decisions they face. Charles has spoken to over 15,000 students and residents at more than 40 schools and also speaks regularly at dental study clubs as well as state and national dental meetings on the benefits of owning a dental practice. Charles launched National Dental Placements, a company designed to help associates and established doctors with practice transitions. His firm has advised hundreds of dentists on the most effective way to purchase into a dental practice or transition out of a dental practice.
Description: This webinar is designed to motivate you to change the current financial course you are currently on or confirm that you are following the right path. We will be discussing the following topics:
- How much money do you need in retirement? That is always the million dollar question!
- What are the key financial decisions you must get right as a dental practice owner?
- How to effectively transition in and out of a dental practice.
- Know the important questions to ask your financial advisors.
- Keys to creating wealth as a dental business owner.
- Why owning a practice is the key to your financial success.