American Academy of Cosmetic Dentistry 2020

Rosen Shingle Creek 9939 Universal Blvd, Orlando, FL, United States

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.

Star of the North Meeting 2020

Saint Paul RiverCentre 175 W Kellogg Blvd, St. Paul, MN, United States

CPA Erica Grant will be speaking about the financial decisions the dentist must get right including topics covering cash flow, tax strategies and more.

American Association of Orthodontists Annual Session

The Georgia World Congress Center 285 Andrew Young International Blvd., N.W., Atlanta, GA, United States

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 or selling part or all of your practice as an owner, this informative session will cover all the things you need to know. Charles has […]

Graduate Orthodontic Residents Program (GORP)

University of Michigan 500 S. State St., Ann Arbor, MI, United States

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!

Benco Build Your Future Seminar

Benco Dental, Costa Mesa 3590 Harbor Gateway N., Costa Mesa, CA, United States

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. 

ASDA West Regional Conference

Las Vegas Las Vegas, NV, United States

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.

Seattle Study Club Symposium

The Ritz-Carlton Bacara 8301 Hollister Ave, Santa Barbara, CA, United States

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. […]

Chicago Dental Society Midwinter Meeting

McCormick Place West Building 2301 S. Indiana Ave, Chicago, IL

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 […]


Kimpton Shorebreak Resort 500 Pacific Coast Highway, Huntington Beach, CA, United States

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 […]

AAO Annual Session 2024

New Orleans Ernest N. Morial Convention Center 900 Convention Center Blvd, New Orleans, LA, United States

Our team will be at the AAO Annual Session.