Holistic Financial Success: Uncover the key performance indicators (KPIs) that drive both your dental practice's success and your personal financial well-being. Learn how to align business growth with personal financial goals.

Integrated Strategies: Understand how to blend personal financial planning with your business strategy. Develop a cohesive plan that supports both professional and personal aspirations.

Proactive Tax Planning: Stay ahead of tax obligations with proactive strategies. Learn how to minimize liabilities and maximize savings for both your practice and personal finances.

Order of Implementation: Discover the step-by-step process to effectively implement financial planning strategies. Prioritize actions to ensure consistent progress in both your practice and personal financial health.

Expert Guidance and Collaboration: Gain insights from a CFP who specializes in working with Dentists around the country.

Course Objectives

• Simplify your financial planning

• Proactive planning outcomes

• Vision for your financial plan

Registration Open