Join Dentist Advisors and Triumphant Partners for an evening of great food and valuable insights on personal finance and how market trends could shape your transition.
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 how to prep for a transition for the best possible terms and highest value
- Understand how the market impacts the value of your business
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 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:
Juliet Italian Kitchen
10000 Research Blvd
Austin, TX 78759
WHEN:
Thursday, September 11, 2025
6:00 – 9:00 PM CDT
Space is limited- only 25 seats are available! Register below to secure your spot!
MEET THE EVENT PRESENTERS
Will Gochnour, CFP®
Will Gochnour is a CERTIFIED FINANCIAL PLANNER™ professional. Since joining Dentist Advisors, he has helped hundreds of dentists build and manage personalized financial plans. As a financial advisor, Will serves as a trusted guide for dentists seeking objective advice on investment strategy, taxes, debt management, insurance, and long-term wealth building.
Presenter
Samantha Keller
Financial Planning Associate at Dentist Advisors.
Presenter
George May
George brings deep expertise in healthcare mergers & acquisitions, with a strong track record guiding providers across sub sectors. At Triumphant, he leverages prior roles at Fifth Third Securities and TUSK Practice Sales, where he led middle-market transactions and strategic partnerships. He’s advised on sell-side and buy-side deals totaling over $1 billion, consistently delivering optimal outcomes. George is passionate about helping healthcare business owners maximize long-term value and achieve their strategic goals.
Presenter
Lauren Kearl, CFP®
Lauren Kearl is a CERTIFIED FINANCIAL PLANNER™ at Dentist Advisors. With a degree in Personal Financial Planning from the nationally ranked program at Utah Valley University, she provides guidance in areas such as investment strategies, tax planning, debt management, insurance, and financial growth. She is passionate about financial education and empowering others to feel confident in managing their finances. By offering clear and accessible advice, she ensures clients have the knowledge to make informed decisions.
Presenter
Nate Thompson
Nate Thompson has been in dentistry for over 16 years, has been a part of over 1,000 transactions, and the Triumphant Partners team has been involved in over $1 billion in total enterprise value. Nate began his illustrious M&A career with the world’s fastest-growing DSO, where he realized a void in the industry—a lack of preparation and proper representation for sellers. He founded Triumphant Partners, which is now the fastest-growing sell-side only M&A advisory firm in the country and recognized in Inc.5000.
Presenter
MEET OUR SPONSOR
