The volatility and confusion surrounding the last few years has impacted every business, including dental practices. This session offers an opportunity to flip today’s uncertainty into a roadmap for future financial security. Taking the lessons learned from new tax legislation, staffing constraints, inflation and market volatility, doctors can be prepared and confident with whatever the upcoming year holds.
In this content-rich, interactive presentation, attendees will learn proven formulas behind building wealth, improving cash flow, getting ahead on pension and retirement planning, plus the short- and long-term benefits of various savings environments. Using real case studies and performance metrics, this session will empower orthodontists with the knowledge they need to evaluate their own practice and select the best path to reach financial freedom. Additionally, the session will discuss how private equity works in orthodontic practices and when you should and shouldn’t consider it.
Learning Objectives:
After this session, attendees will be able to:
Identify tax strategies to improve cash flow and support market volatility.
Understand how private equity works and when to consider it.
Set a realistic business and personal financial plan to help meet your long-term goals, even through times of adversity.
