You’re invited to join Dentist Advisors and Dental Co-Op for an evening of fine food and discussion on the key elements of personal finance and the transition options for a dentist.
THIS EVENT IS DESIGNED TO HELP YOU:
- Understand how key components of personal finance can empower you to make smart financial decisions
- Avoid financial blind spots on your path to retirement
- Evaluate financial implications of doctor vs. DSO/DPO sales
- Understand how culture, lifestyle, and clinical alignment impact transition success
Who Should Attend?
- Practice owners and associates
Event Notes:
- No-cost. Invitation only. Seats are limited.
- Registration required to attend.
- Don’t delay, seating is limited! Only 25 seats available.
CE Information
This event will provide 2 CE credits to participants. Our primary objective is to share academic and behavior-based principles to help dentists effectively manage their personal and practice finances.
CE Event Details
VENUE:
Matador Meridian
3690 E Monarch Sky Ln #140,
Meridian, ID 83646
WHEN:
Thursday, May 8, 2025
6:00 – 9:00 PM MDT
Space is limited! Only 25 seats are available! Register below to secure your spot!!!
MEET THE EVENT PRESENTERS
Jordan Haines, CFP®
Jordan helps dentists reduce financial anxiety by preparing them to become ready for effective financial strategies.
Presenter
Jeff Harmon
As Director of Transitions & Finance for The Dental Cooperative, Jeff is dedicated to helping members explore all their options, protect the legacy they’ve built, and secure their financial future. Whether a dentist is selling to another doctor, evaluating DSO offers, or exploring a group partnership, Jeff ensures the process is strategic, transparent, and personally fulfilling.
Presenter
MEET OUR SPONSOR
