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 […]
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 […]
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 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, […]
CWA is proud to be part of the American Orthodontic Society's 50 Annual Meeting, celebrating five decades of orthodontic excellence in Grapevine, TX. CWA CPA and Financial Advisor Brittany Frazier will speak on Saturday, October 19th, at 1:30-3:45 pm CST on Financial Risks for Dental Practices in 2024.
The CWA team will attend the American College of Prosthodontists 54th Annual Session on November 6-9, 2024. The courses and presentations will center on Thriving Practices: Diverse Approaches and Common Goals. CPA and Financial Advisor Scott Clynch will speak on Saturday, November 9th at 8-8:30 am ET on Financial Decisions Prosthodontists Must Get Right.
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 […]
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 time. Attend one of his four lectures: The 3-Day-a-Week Practice: Constructing an Ownership Path to Fit Your Goals - Course #Th7010 3/20/2025 12 - […]
We are thrilled to participate in the Spear Education Annual Summit! This event is a valuable opportunity for dental professionals to come together for a weekend of education. Attendees can look forward to high-quality learning and networking, as well as insights into cutting-edge techniques from international experts. You'll have the chance to make exceptional connections […]
