Join Dentist Advisors and Polaris Healthcare Partners for an evening of great food and valuable insights on personal finance and using equity and partnerships for organizational success.
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 retention strategies that play the long game
- Explore how to set expectations and benchmarks for control, performance and growth
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:
Zinicola
14835 Ballantyne Village Way, Suite 140,
Charlotte, N. Carolina, 28277
WHEN:
Thursday, November 13, 2025
6:00 – 9:00 PM ET
Space is limited- only 25 seats are available! Register below to secure your spot!
MEET THE EVENT PRESENTERS
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
Mark Flock, MBA
Mark Flock is a Partnership & Equity Solutions Executive at Polaris Healthcare Partners. He is responsible for advising and building associate and executive partnership models, buy-in models, buy-side analysis, financial mergers, and strategic consulting. Mark takes pride in creating pathways for clients and their teams to succeed, bringing together strategy and execution to drive better outcomes every day. Before joining Polaris, Mark spent a decade in banking where he managed relationships financing loans for a healthcare clients and managed a national team.
Presenter
MEET OUR SPONSOR
