Past Events

If we’ve been there before, chances are we’ll be there again. Check out some of our past dental events and keep an eye out for future opportunities to join us the next time around.

Financial Foundations: Brunch, CE & Topgolf – Katy, TX

February 27, 2026 | 10:00 AM to 1:00 PM
Katy, TX

You’re invited to join dental-specific financial advisors Jake Elm, CFP® and Cody Barrus, CFP® for BBQ, TopGolf, and a discussion about your personal and practice financial health.

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Life Summit | Elevation Association

February 22 - 28, 2026
Dominica

Dentist Financial Benchmarks: A Reality Check on Your Numbers

February 12, 2026 | 6:30 PM to 7:30 PM
Virtual

If you’ve ever wondered “Am I on track?” or “Is this normal for my stage of practice and life?” this data-driven conversation is designed to replace guesswork with clarity. Dentist Advisors has analyzed financial data from hundreds of dentists nationwide to uncover how dentists are really doing—and what the numbers mean for you.

Join Ryan Isaac, CFP®, Cody Barrus, CFP®, and Samantha Keller as they walk through Dentist Advisors’ latest financial benchmarks and show how your savings, investments, net worth, and other key metrics compare to dentists in similar situations. More importantly, you’ll learn how to use these benchmarks as a practical tool to make better financial decisions based on your career stage and priorities.

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Yankee Dental Congress 2026

January 29 - 31, 2026
Boston, MA

MDiB CEO Roundtable Cohort C 2026

January 29 - 30, 2026
Scottsdale, AZ

Inner Circle 2026

January 29 - 31, 2026
San Antonio, TX

Fine Food and Financial Foundations – San Antonio, TX

January 29, 2026 | 6:00 PM to 9:00 PM
San Antonio, TX

You’re invited to join Dentist Advisors and McLerran & Associates for an evening of great food and valuable insights on personal finance and practice transitions.

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Fine Food and Financial Foundations – Boston, MA

January 29, 2026 | 6:00 PM to 9:00 PM
Boston, MA

You’re invited to join Dentist Advisors and Practice Protection for an evening of great food and valuable insights on personal finance and practice liability.

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Fine Food and Financial Foundations – Denver, CO

January 22, 2026 | 6:00 PM to 9:00 PM
Denver, CO

You’re invited to join Dentist Advisors and Marketing 360 for an evening of great food and valuable insights on personal finance and marketing success.

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Rocky Mountain Dental Convention 2026

January 22 - 24, 2026
Denver, CO

Hear from nationally-recognized speakers and connect with others dental team members at the largest gathering of dental professionals in the Rocky Mountain region.

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MDiB Junior CEO Roundtable 2026

January 17, 2026
Scottsdale, AZ

Tax Law Changes & Year-End Strategies Every Dentist Should Know

November 20, 2025 | 6:30 PM to 7:30 PM
Virtual

Wondering how the latest tax law changes might affect you and your practice? In this webinar, Tom Whalen, CPA and Will Gochnour, CFP® will walk you through a comprehensive tax checklist and highlight the most impactful new tax law changes.

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