Upcoming Events

Dentist Advisors supports dental events across the country. We partner with dental associations large and small to educate dentists on financial planning fundamentals. We hope you will join us at one of our upcoming events!

Life Summit | Elevation Association

February 22 - 28, 2026
Dominica

Financial Foundations: Brunch, CE & Topgolf – Katy, TX

February 27, 2026 | 11:00 AM to 1:00 PM
Katy, TX

You’re invited to join dental-specific financial advisors Jake Elm, CFP® and Cody Barrus, CFP® for BBQ, TopGolf, and a discussion about your personal and practice financial health.

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Hinman 2026

March 12 - 14, 2026
Atlanta, GA

Connect with fellow dentists, learn from industry experts, and earn CE at the annual Hinman Dental Meeting, held in Atlanta.

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Star of the North Meeting

April 23 - 25, 2026
Minneapolis, MN

Bring the whole team to the Minnesota Dental Association’s annual Scientific Session, where you can earn CE, learn from industry leaders, and mingle in the exhibit hall.

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Dentist Money Summit 2026

June 11 - 13, 2026
Midway, UT

Join the team behind the Dentist Money™ Show for a weekend of financial education and fresh mountain air. June 11-13, 2026 in Midway, UT.

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MDIB Social Summit 2026 Washington, D.C.

September 25 - 26, 2026
Washington, D.C.

Past Events

If we’ve been there before, chances are we’ll be there again. Check out some of our past dental events and keep an eye out for future opportunities to join us the next time around.

Dentist Financial Benchmarks: A Reality Check on Your Numbers

February 12, 2026 | 6:30 PM to 7:30 PM
Virtual

If you’ve ever wondered “Am I on track?” or “Is this normal for my stage of practice and life?” this data-driven conversation is designed to replace guesswork with clarity. Dentist Advisors has analyzed financial data from hundreds of dentists nationwide to uncover how dentists are really doing—and what the numbers mean for you.

Join Ryan Isaac, CFP®, Cody Barrus, CFP®, and Samantha Keller as they walk through Dentist Advisors’ latest financial benchmarks and show how your savings, investments, net worth, and other key metrics compare to dentists in similar situations. More importantly, you’ll learn how to use these benchmarks as a practical tool to make better financial decisions based on your career stage and priorities.

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Fine Food and Financial Foundations – Boston, MA

January 29, 2026 | 6:00 PM to 9:00 PM
Boston, MA

You’re invited to join Dentist Advisors and Practice Protection for an evening of great food and valuable insights on personal finance and practice liability.

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Fine Food and Financial Foundations – San Antonio, TX

January 29, 2026 | 6:00 PM to 9:00 PM
San Antonio, TX

You’re invited to join Dentist Advisors and McLerran & Associates for an evening of great food and valuable insights on personal finance and practice transitions.

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See All Past Events

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