The 2nd Annual
Dentist Money Summit!

“Plan for the Present”

June 20-21, 2025 in Park City, UT

Clients of Dentist Advisors receive complimentary registration at checkout

Like-minded dentists getting together, talking with their dental-specific advisors, and awesome, special speakers coming in to help you form really great habits going forward.

-Abhishek Desai, Dentist

These testimonials are solely those of past or current clients and may not necessarily indicate current, past or future experiences of other clients—nor do they indicate or guarantee future results and experiences. Neither cash nor other forms of compensation were exchanged for these testimonials. We do not believe there are any material conflicts associated with providing these testimonials.

Featured Speakers

Inspiring thought leaders to help you navigate the now
Aditi Nerurkar, MD
Harvard Physician
Carl Richards, CFP®
New York Times Columnist
Mary Phillips, CFA®
Dimensional Fund Advisors
Chad Hymas, CSP, CPAE
Best Selling Author
Dr. Jared and Maren Hill
Elevation Association
TJ Gurn
Singer-songwriter
Matt Mulcock, CFP®
Managing Partner, Dentist Advisors
Reese Harper, CFP®
Founder, Dentist Advisors
Ryan Isaac, CFP®
Host, Dentist Money Show

Agenda at a Glance

Register Here!


Thursday, June 19

4:00-7:00 PM: Early Check-in & Welcome Mixer

Friday, June 20

7:30 AM: Breakfast
8:30 AM: Welcome & Partner Exhibit Hall Open
9:00 AM: Resetting Stress and Mental Health to Cultivate Resilience and Well-Being, Dr. Aditi Nerurkar, M.D.
11:00 AM: Plan for the Present, Matt Mulcock, CFP®
12:00 PM: Lunch & Learns
1:30 PM: Partner Exhibit Hall Open
2:10 PM: Indexing is a Series of Active Decisions, Mary Phillips, CFA
3:10 PM: From Burnout to Breakthrough, Dr. Jared and Maren Hill
4:10 PM: Recognitions and Refreshments

Saturday, June 21

7:30 AM: Breakfast
8:30 AM: Welcome & Mastermind Introduction
9:00 AM: Your Money: Reimagining Wealth Through Simple Sketches, Carl Richards, CFP®
11:00 AM: Did You Know? (You’re Gonna Want To), Jordan Haines, CFP® and Ryan Isaac, CFP®
11:30 PM: Lunch & Learns
1:00 PM: Partner Exhibit Hall Open
1:20 PM: Leave a Legacy, Chad Hymas, CSP, CPAE
2:45 PM: Closing Remarks, Matt Mulcock, CFP®
3:00 PM: Summit Send-Off Party

Join us on the mountainside for food, drinks, and live music with TJ Gurn. End your weekend enjoying scenic gondola rides, stunning mountain views, and a chance to win exciting prizes. Cheers!

Earn up to 3 CE Credits!

Plan for the present and explore practical strategies rooted in academic and behavior-based principles designed to help dentists manage personal and practice finances.

Grand Summit Lodge Park City Canyons Village

4000 The Canyons Resort Drive, Park City, 84098, UT

Call: 855-948-0697

This is a reservation line dedicated to making reservations.
Guests can call every day from 8am-5pm MT. Please reference the group name (2025 Annual Dentist Advisors Summit) or group code BPCDAS25.

Nearby points of interests include:

  • Main Street Park City (7-minute drive)
  • Utah Olympic Park (4.6 mi / 7.4 km away)
  • Park City Mountain Resort (10.1 mi / 16.2 km)
  • The nearest airport is Salt Lake City, UT (SLC-Salt Lake City Intl.), located 23.55 miles from the hotel

Dentist Money Summit Partners

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