Fine Food and Financial Foundations – Chicago, IL

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 unpacking the DSO landscape.

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
• Learn what DSOs are looking for
• Understand some of the top mistakes dentists can make when affiliating with a DSO

Who Should Attend?

• Practice owners

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.

Jordan Haines, CFP®

Jordan helps dentists reduce financial anxiety by preparing them to become ready for effective financial strategies.

Presenter

Jett Puckett, MBA, JD

Jett began his career in investment banking providing sell-side advisory for mergers and acquisitions in the healthcare industry followed by serving as Chief Development Officer for one of the country’s fastest growing private equity-backed DSOs. Jett’s unique background in both investment banking and DSO/private equity transactions provides him with the knowledge and expertise to help clients navigate the rapidly evolving DSO landscape.

Presenter