You’re invited to join Dentist Advisors and CARR for an evening of fine food and discussion on the key elements of personal finance and metrics dentists should use when evaluating commercial real estate.
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
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Learn strategic steps dentists can take to strengthen their position in commercial real estate negotiations
- Understand the key financial metrics and considerations dentists should use to evaluate whether to lease or purchase their practice location
Who Should Attend?
- Practice owners and associates
Event Notes:
- No-cost. Invitation only. Seats are limited.
- Registration required to attend.
- Don’t delay, seating is limited! Only 35 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:
Pedro’s Restaurant and Cantina
3935 Freedom Cir
Santa Clara, CA 95054
WHEN:
Thursday August 21, 2025
6:00 – 9:00 PM PDT
Space is limited! Only 35 seats are available! Register below to secure your spot!!!
MEET THE EVENT PRESENTERS
Taylor Sutterfield, MAcc, CFP®
As a CERTIFIED FINANCIAL PLANNER™, Taylor provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance
Presenter
Matt DeFina
Matt DeFina is a former paramedic with a deep-rooted passion for healthcare. Based in Napa, Matt helps providers maximize profitability, protect their time, and focus on patient care. He’s committed to building trusted relationships, delivering results, and advancing CARR’s mission and values.
Presenter
MEET OUR SPONSOR
