We are starting the year with Seattle Study Club in Key Biscayne, Florida, for its 2025 Symposium. Partner Charles Loretto and New Client Services Alex Westmoreland will be there to answer your financial questions so you can be put on a path to reach your full financial potential. Friday, Jan. 24 at 1:30 p.m.: Preparing […]
We are excited to join the Mommy Dentists in Business CEO Roundtable! The CEO Roundtable is an opportunity for like-minded successful mommy dentists to gather together for two days to share best practices that push their business over the edge. Visit CPAs Brittany Frazier and Laura Lamar at the CWA exhibiting table to learn more […]
CWA Partner Charles Loretto will be in attendance at the Thomas P. Hinman Dental Meeting to speak on and answer your financial questions. Stop by the CWA booth during your time. Attend one of his four lectures: The 3-Day-a-Week Practice: Constructing an Ownership Path to Fit Your Goals - Course #Th7010 3/20/2025 12 - […]
