High Desert Sage Study Club

917 Industry Way #105, Meridian, Idaho

Join Charles Loretto in Meridian, Idaho, for his lecture Wealth Accumulation and Tax Strategies for Dentists.

Yankee Dental Congress 2017

Boston Convention & Exhibition Center 415 Summer St, Boston, MA, United States

Hear Charles Loretto's presentation Successful Dental Partnerships: From Associate to Equity Partner  on Friday, Jan. 27, from 10 a.m. to 12 p.m. CWA advisors will also be available at our booth, #2229, for free consultation services.

Seattle Study Club Symposium

Four Season Resort Orlando at Walt Disney World Resort 10100 Dream Tree Blvd, Orlando, FL, United States

Join CWA Partners Charles Loretto, Tim Greaves and Darrell Cain at the Seattle Study Club Symposium in Orlando. Symposium attendees will receive a free one-hour consultation. Hear our partners share their knowledge from working with dentists for over 30 years.

Crown Council Annual Event

Omni Nashville Hotel 250 Fifth Ave South, Nashville, TN, United States

Join the CWA team at Resource Table 8 to grab a copy of our 'Insider Secret' and discuss your financial situation to see if CWA can assist you on your journey to financial peace.

Lone Star Dental Seminars

1950 Round Rock Ave. , Round Rock, Texas

Darrell Cain will be presenting his lecture Financial Decisions the Dentist Must Get Right.

American Association of Orthodontists 2017 Winter Conference

Marriott Harbor Beach Resort & Spa 3030 Holiday Drive, Fort Lauderdale, FL, United States

Join the CWA team at booth #508 for a complimentary financial consultation. Hear Charles Loretto's lecture The ROI of New Technology on Saturday, February 11, 2017, from 1:30-2:15 p.m. Stick around for a 30 minute Q&A from 3-3:30 p.m.

District III Annual Meeting

Thad Cochran Center, 212 118 College Drive 5067, Hattiesburg, United States

Hear CWA Managing Partner Dan Wicker's presentation Wealth Accumulation and Tax Strategies for DentistsI on Friday, Feb. 10, 2017, from 10 a.m. to 3 p.m.

American Student Dental Association Annual Session

Hilton Orlando Hotel 6001 Destination Parkway, Orlando, FL, United States

Partner Charles Loretto will present his presentation Why You Must Own in the Florida Ballroom on Sat., Feb. 25, from 12:30 - 1:30 p.m. Speak with him or his team at booth 312 and 314 at any time about how CWA can help you with your finances when you're a new doctor.

Annual Conference 2017

Ritz-Carlton, New Orleans 921 Canal St, New Orleans, LA, United States

  Join us at our 2017 annual meeting in New Orleans. It’s an opportunity for learning and networking you don’t want to miss. While you're there, join us at the Crescent City Celebration Fine Dining and Gala benefitting the 3to1 Foundation. Click here to learn more. Reserve your spot today by filling out the form below. […]

Fairfield County Study Club

Fairfield County Dental Club 1047 Old Post Rd., Fairfield, CT

Founding Partner Darrell Cain will give his lecture Financial Decisions the Dentist Must Get Right in Fairfield, Connecticut. Learning Objectives Determine how to minimize social security taxes, state and federal taxes Learn how practice ownership better positions you to accumulate and retain wealth Discover the advantages of saving in a tax-deferred environment Illuminate the impact setting […]