Our Knowledge, Your Audience

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Dentists often feel stuck in the middle of their advisors, left to quarterback all of the important decisions. Our interactive workshops and presentations guide dental professionals in the smart, effective management of their personal and business financial matters, helping bring the two into alignment in order to reach their financial goals. Through our most popular courses, learn the factors, attitudes and disciplines that produce positive financial outcomes.

Popular Lectures

FINANCIAL DECISIONS THE DENTIST MUST GET RIGHT:
Real World Answers to Dentistry’s Tough Financial Questions

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 this content-rich, interactive course, learn proven formulas behind building wealth, tax strategies to improve cash flow, plus the short- and long-term benefits of various investment environments. Determine how your practice compares to similar practices, and evaluate how you’re tracking on the path to financial freedom.

SUCCESSFUL DENTAL PARTNERSHIPS:
From Associate to Equity Partner

Entering a partnership or transitioning dental practice ownership can be a wonderful financial opportunity for both parties. It can also create positive change in the office with growth and mentorship opportunities. Developing a seamless partnership structure, however, requires great planning on the established doctors’ part as they lead the way, making a vast majority of the critical decisions and changes necessary to be successful. Discover how fair and equitable partnerships are formed in order to foster long-term success.

OWNING YOUR PRACTICE:
The Key to Your Financial Future

Dentistry is changing rapidly!  This high-energy lecture will leave all audience members fired up and crystal clear on why ownership is the way to go. We will weigh the risks, consider debt, and evaluate options associated with opening a practice, entering a partnership, buying an existing practice, or working as a partner in a corporate dentistry environment. This lecture illuminates the path which a new dentist should take which leads to long-term personal and financial success.

Darrell Cain
cwa Founding Partner
Dan Wicker
cwa Managing Partner
Charles Loretto
cwa Partner/New Client Svcs.
Address

6900 N. Dallas Pkwy.

Ste. 500

Plano, TX 75024

Phone

t: 972.233.3323

f: 972.663.3799

Hours

Monday through Friday, 8 a.m. – 5 p.m.

 

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