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 every business, including dental practices. And to throw a wrench in the works, the Secure Act 2.0 could affect how you’ve always saved for retirement. […]
One of the largest dental meetings in the world, led by top dental speakers, will present on elevating your knowledge and career. There will be featured workshops with the latest in dental products and services. CWA Partner Charles Loretto will be presenting Financial Decisions to Set Up Success: Your Personal and Practice Roadmap and our team […]
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 […]
CWA Partner Charles Loretto and NDP Partner Christy Ratcliff will be part of the Practice Transitions & Business Fair at the AACD 2024 Conference. When it comes to dental practice […]
We are excited to join the Mommy Dentists in Business (MDIB) annual CEO Roundtable another year! The CEO Roundtable is an opportunity for like-minded successful MDIBs to share best practices and continue being pioneers in the industry. CPA Brittany Frazier will present on Creating Confident & Balanced Women in Wealth: Accumulate, Preserve, & Perpetuate Wealth on […]
The CWA team is excited to join the exhibiting hall at the 2024 American Academy of Pediatric Dentistry (AAPD) Annual Meeting in Toronto, Canada, May 23-26. Stop by our booth, 721, […]
The CWA team will exhibit at the Gaylord Orthodontic Alumni Annual Meeting on June 21-23. We will be there to answer your financial questions. While there, pick up a free […]
CWA is honored to join the Seattle Study Club's Director Summit for another year. CWA Partner Charles Loretto will be taking consultation sessions onsite, empowering study club directors with tools they can use in and out of the practice to be better leaders for patients and study club members. In these sessions, he will discuss the […]
The CWA team will exhibit at the Dental Intel 2024 Intellicon from August 21-24, 2024. Stop by our booth for insight into our unmatched suite of services. We can help […]
The CWA team will attend the 106th AAOMS Annual Meeting in Orland, FL, from September 9 to 14, 2024. CWA Partner Charles Loretto will speak on Friday, September 13th at […]
