Dinner seminars for dentists

An evening on the financial side of a dental career.

Dinner and a focused session: the economics of owning a practice, and how its income becomes retirement income.

How to attend

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What it is

We host dinner seminars for dentists on practice economics, retirement and transition planning, and tax strategy. The sessions are educational: how a dental career builds wealth, and how that wealth becomes retirement income.

What you'll take away

A clearer read on your own numbers

Practice economics

How overhead, collections, and staffing shape what your practice is worth and what it can fund.

Retirement income

How a career of savings and practice proceeds becomes durable, tax-aware income in retirement.

Transitions & timing

Partnerships, associate buy-ins, and reading a sale or DSO offer for what it is worth to you, not the acquirer.

Presented by Alexander Shoker, CIMA®.

Who it's for

Specific to a dental career

Do you own a practice, or are you weighing ownership? If the practice is or could become a major part of your financial picture, the content starts there: how the practice feeds the plan, and how the plan turns it into retirement.

We work primarily with dentists and their families.

These seminars are educational and do not constitute individualized financial, tax, or legal advice.

A private conversation

About your practice and your plan, at your pace.

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