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

Event NOTES:

• No-cost. Invitation only. Seats are limited.
• Registration required to attend
• Don’t delay, seating is limited!

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.

Presenter

Will Gochnour, 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.
Presenter

Brannon Moncrief

Brannon is principal and CEO of McLerran & Associates the dental industry leader in dental practice sales and sell-side advisory for DSO Transactions.

Presenter