Regional Meetings

Friday, Sept. 29 (Zoom format)

9  – 11 a.m. (CST)
2 CE hours
Topic: Financial Decisions Dentists Must Get Right: Flipping Uncertainty into Security

Speaker: Brittany Frazier, CPA

A fee of $75 is charged to nonmember dentists. The fee may be applied to membership for the current year. You must register to receive an email from CDS prior to the start of the webinar with a link to the Zoom meeting.

The deadline is Sept. 28. Be sure to check your email for the link.

Course Description

The volatility and confusion surrounding the past few years have impacted every business, including dental practices. This course offers an opportunity to transform today's uncertainty into a roadmap for future financial security. By drawing lessons from new tax legislation, staffing constraints, inflation, and market volatility, doctors can be prepared and confident in whatever the upcoming year holds.

Course Objectives

In this content-rich and interactive course, attendees will learn proven formulas for building wealth, improving cash flow, bringing in an associate, and understanding the short and long-term benefits of various retirement savings environments. Real case studies and performance metrics will be used to empower dentists with the knowledge they need to achieve financial freedom. Upon completion of this session, attendees should be able to:

• Identify tax strategies to enhance cash flow and navigate market volatility.
• Establish a realistic business and personal financial plan to help achieve long-term goals, even during times of adversity.

Register now