Subject: 552 - Financial Management
Credits: 3 Lecture
Friday, June 19: 1 to 4 p.m.
Audience: DTC (D, H, A, O, T), ST, R
Fee: $50
Location: Moscone West, Level 2, Room 2024
Speaker Bio: Plano, TX; New Client Services Manager, Cain Watters & Associates, CPA/financial planning firm; Owner/President, National Dental Placements
Description: Over the past 30 years, the advisors at Cain, Watters & Associates have meticulously studied thousands of dental practices and personal finances through business and financial consulting. This lecture will provide valuable insights, which may impact the finances in both your personal and professional lives. Additionally, you will learn proven tax planning strategies to take advantage of as an owner, critical tax considerations for dentists and much more through a very interactive approach!
Learning Objectives:
- Explain how to find the balance between debt reduction and wealth accumulation.
- Understand the difference between a successful and failed financial plan.
- Set realistic goals for your financial plan.
is the Presenting Sponsor of this course.
