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. […]
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 transitions, you likely have many questions surrounding how to confidently create, buy, sell, or relocate your practice. Schedule a one-on-one meeting at your convenience with […]
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, and talk to one of our advisors about optimizing your practice now and into the future. Before you leave, be sure to grab the NEW Pediatric […]
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 copy of our Orthodontic Practice Comparison Report.
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 answer your personal and practice financial questions to ensure you are on track to unlocking your full financial potential.
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 10:30 am - 12:30 pm EDT on Understanding Private Equity Offers: Sorting Through the Truth, Lies, Opportunities and Threats. If you can't attend his lecture, […]
The CWA and NDP team will be in attendance exhibiting at the American Student Dental Association National Leadership Conference on November 8-10, 2024. Students and residents emerging out of dental school, looking to be well-rounded, confident business and associate leaders, stop by our booth and ask the team your questions on financial security coming out […]
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 Angie Svitak and Sarah Oliver at the CWA exhibiting table to learn more […]
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 […]
