You’re invited to join Dentist Advisors and McLerran & Associates for an evening of fine food and discussion on the key elements of personal finance and how to increase practice value.
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
- See current trends in dental practice sales and transitions
- Evaluate tradeoffs of selling to a private buyer vs. DSO
Who Should Attend?
- Associates or practice owners and their spouses
- No-cost. Invitation only. Seats are limited.
- Registration required to attend
- Don’t delay, seating is limited!
CE Event Details
3622 Paesanos Pkwy.
San Antonio, TX 78231
Thursday, June 15th
6:00 – 9:00 PM CDT
MEET THE EVENT PRESENTERS
Dental Industry Financial Experts
Taylor Sutterfield, CFP®
As a a financial advisor at Dentist Advisors, Taylor provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance.
Will Cochnour, CFP®
Will is a financial advisor at Dentist Advisors. He is responsible for providing clients with expert investment, tax, debt, insurance, and net worth growth advice.
Brannon is principal and CEO of McLerran & Associates the dental industry leader in dental practice sales and sell-side advisory for DSO Transactions.