AGD 2015 Annual Meeting

L11: You’ve Been Practicing for 30 Years… Now What?

, Cain, Watters and Associates

Subject: 552 - Financial Management
Credits: 1 Lecture
Saturday, June 20: 11:30 a.m. to 12:20 p.m.
Audience: D, R
Fee: Free with registration!
Location: Moscone West, Level 1, Exhibit Hall

Practicing to Retiring Dentists

Speaker bio: Plano, TX; Owner, Cain Watters & Associates, CPA/financial planning firm

Description: After years of practicing, now are you ready to retire? Have you asked and reviewed your answers to all the questions required? Do I have enough money? How do I sell my practice? How do I shut down and manage my pension assets, soon to be IRA assets? What about social security and distribution planning?

Learning objectives:

Systematic plan for selling your practice
Shutting down the dental practice
Understanding financial objectives and distribution planning

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Course Cancellation Policy:

Full refunds will be granted if written requests are received by the AGD on or before May 16, 2015. Cancellation requests received less than 30 days prior to the first official day of the annual meeting, with the exception of AGD member dentist registrants who have been elevated to delegate or alternate delegate status, will not be eligible for a credit or refund. All cancellations will be processed within 60 days after AGD2015. Email your request to courses@agd.org, or fax it to 312.440.0513.