Free CE Monthly Webinar
Setting the Right Goals for your Dental Practice in 2026
As the year winds down, it’s the perfect time to look ahead and start setting your sights on 2026. But creating meaningful goals begins with clarity—both in your practice and your personal finances. Do you have the right systems in place? Can you measure their success? And what realistic benchmarks should you set for yourself and your team?
In this webinar, Christine Uhen and Jake Elm, CFP®, will guide you through the process of building achievable growth goals for 2026. You’ll learn how to connect your business planning with your personal finances, evaluate the effectiveness of your current systems, and explore strategies for reinvesting in your practice to improve cash flow and long-term financial health.
In this webinar, you’ll learn:
- What historic data you need to analyze trends for better planning
- How to analyze your operations systems that are causing “gaps” in your production and ways to improve the results
- How to engage your team in utilizing KPI’s to implement your plan
Who Should Attend?
- Practice owners
- Associates
Presenters
- Christine Uhen, CEPA, Practice Business Strategist at Dentist Advisors
- Jake Elm, CFP®, Financial Advisor at Dentist Advisors
Webinar Details
WHEN:
Thursday, September 25th, 2025
6:30 – 7:30 PM MDT
WHERE:
Zoom Webinar
CE Information
This event will provide 1 CE credit to participants. Our primary objective is to share academic and behavior-based principles to help dentists effectively manage their personal and practice finances.
MEET THE WEBINAR PRESENTERS
Christine Uhen, CEPA
At Dentist Advisors, she leverages her deep industry knowledge and exit planning expertise expertise in growth strategies to help dentists create durable, efficient, and profitable businesses-helping them optimize their largest private asset—their dental practice.
Presenter
Jake Elm, CFP®
As a Financial Advisor at Dentist Advisors, Jake has developed deep expertise in helping dentists create comprehensive financial plans designed to make work optional and to live well in the present.
Presenter