Join Lauren Kearl, CFP®, and Marshall Watry, CPA, for an evening of great food and valuable insights on personal finance and tax strategy.
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
- Review common tax mistakes and ways to avoid them
- Learn the differences between tax planning and tax preparation
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 30 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:
Kincaid’s
380 Saint Peter Street, Suite 125
Saint Paul, MN 55102
WHEN:
Thursday, April 23, 2026
6:00 – 9:00 PM CDT
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
Marshall Watry, CPA
Marshall is a partner at Edge Advisors and leads the Accounting Division. It is his goal to help practice owners improve profitability and increase efficiency so they can achieve both their business and individual goals. He has the ability to understand the practice needs but more importantly communicate with the key decision makers in a manner that is easy to understand. Marshall is a CPA and member of the WICPA, AICPA, NSCHBC (National Society of Certified Healthcare Business Consultants), and Institute of Dental CPA’s.
Presenter