Partner Dan Wicker will be giving his lecture, Real World Answers to Dentistry's Tough Financial Questions, on Friday, Aug. 23, from 10:20-10:50 a.m. From dental school graduation through preparing your estate for your heirs, this presentation provides strategies for maximizing practice and personal financial decisions because they are absolutely connected, and they impact each other. In […]
Partner Charles Loretto will give his lecture Financing: Putting It All Together at the Benco Build Your Future Seminar in Flower Mound, Texas. Register here.
More details coming soon!
CWA Partner, Charles Loretto, and NDP's Christy Ratcliff will be discussing the importance of understanding the value of your practice. Stop by booth 503 for a complimentary consultation from a […]
CPA Erica Grant will be speaking about the financial decisions the dentist must get right including topics covering cash flow, tax strategies and more.
We are pleased to announce Partner Charles Loretto is hosting a seminar on practice transitions on Friday, May 1. If you are considering buying into a practice as an associate […]
Please join us at the Graduate Orthodontic Residents Program in Ann Arbor, Michigan. Our team will be there to answer questions about owning your own practice versus the other options. Bring any and all of your financial questions for our experienced team!
Partner Charles Loretto will give his lecture Financing: Putting It All Together at the Benco Build Your Future Seminar in Costa Mesa, California. Register here.
CWA Partner Charles Loretto will be presenting Owning Your Practice: The Bridge to Financial Freedom The weekend will feature several keynote speakers and various workshops presenting career options for graduates looking to find their path in the dental industry. This two day conference will encompass networking opportunities, vendor fairs and education breakout sessions.
CPA, IAR Justin Fry will present the lecture, Sweeping Changes Are Coming to Retirement Plans: Secure Act 2.0 The economic volatility and confusion surrounding the last few years have impacted […]
