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.
CE Event Details
VENUE:
Cafe Bionda
1924 S State St,
Chicago, IL 60616
WHEN:
Thursday, February 20th, 2025
6:00 – 9:00 PM CST
MEET THE EVENT PRESENTERS

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