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.
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.
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 […]
Darrell Cain will be presenting his lecture Financial Decisions the Dentist Must Get Right.
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.
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.
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.
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. […]
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 […]
Join Darrell Cain at the Aqua Turf Club in Plantsville, Connecticut, to hear his lectures: "The Economy, Investments & Your Financial Freedom" "Wealth Accumulation & Tax Strategies for Dentists"
