Watch Intro Series

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.

Dental Economics’ webinar: Should You Ride Out the Consolidation Wave or Sell Your Practice?

September 21, 2023 | 6:00 PM to 7:00 PM

On Thursday, Sept. 21 at 6 p.m. MT, watch as Dentist Advisors’ Matt Mulcock, CFP® joins Kyle Francis and Dr. Mark Costes to discuss how the consolidation wave puts doctor-owners in a unique position to leverage strategic partnerships and deal structures that can yield long-term financial benefits.

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Vincent Orthodontics: 18th Annual Crossbite Open

September 15, 2023
Thanksgiving Point - Lehi, Utah

Join Dentist Advisors at the annual Vincent Orthodontics Crossbite Open Golf Tournament.
All proceeds from this golf tournament go to benefit Operation Smile which in turn helps children with cleft palate, cleft lip as well as build awareness and training for health care professionals. Operation Smile also sends medical volunteers to countries where desperate children are waiting to be healed.

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Discount Plans vs. Membership Plans: What’s the difference?

September 14, 2023 | 6:30 PM to 7:30 PM
Zoom Webinar

Join Dental Menu’s CEO and Co-Founder Paul Lowry to gain important insights on creating a membership plan that can increase your practice’s profitability.

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Mommy Dentist in Business CE-Eligible Webinar

September 12, 2023 | 7:00 PM to 8:00 PM

Dentist Advisors’ Victoria Hughes, CFP® will be a guest on the Mommy Dentist in Business webinar on September 12, 2023. Register today to learn about “The Link Between Core Values And Financial Well Being”.

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The Many Sides to Stocks: Understanding Factor Investing

August 24, 2023 | 6:30 PM to 7:30 PM
Zoom Webinar

Not all stocks are the same. Join Ryan Isaac, CFP®, Matt Mulcock, CFP®, and Rabih Dimachki, CFA, for a live webinar to learn how stock diversification and factor-based investing can affect your returns.

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Student Loan Info Session: 5 Tips to Ace Your Repayment

August 10, 2023 | 6:30 PM to 7:30 PM
Zoom Webinar

Ring the bell, student loan payments are back in session! Join Jake Elm, CFP® and Taylor Sutterfield, MAcc, CFP® for a live student loan Q&A session.

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Lifestyle Creep: The High Blood Pressure of Money

July 27, 2023 | 6:30 PM to 7:30 PM
Zoom Webinar

Join Ryan Isaac, CFP® and Victoria Hughes, CFP® to explore common reasons dentists are at a higher risk of experiencing the lifestyle inflation that can lead to never getting ahead.

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Guiding Leaders Education Workshop

July 21 - 22, 2023
Irvine, CA

Guiding Leaders is an exciting professional development program that empowers women in dentistry to advance to new levels of leadership. The program provides a dynamic environment where women can learn, grow and make an impact in dentistry together. It is a unique opportunity for women to cultivate their leadership skills as they build long-lasting relationships on their journey toward becoming voices of influence.

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AGD2023: “How Much Money Do I Need to Retire?”

July 20, 2023 | 12:00 PM to 1:00 PM
Caesars Palace Las Vegas, Nevada

The Critical Link Between Lifestyle and Retirement

June 22, 2023 | 6:30 PM to 7:30 PM
Zoom Webinar

Join Matt Mulcock, CFP® and Ryan Isaac, CFP® for a detailed discussion around how to answer the most common personal finance question, “How much money do I need to retire?”

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Dental Success Summit

June 15 - 17, 2023
La Cantera Resort & Spa 16641 La Cantera Parkway San Antonio, TX 78256

The Annual Summit is the DSI Superbowl – It’s the biggest event of the year and the opportunity to be surrounded by the most positive, growth-minded, and successful dentists and dental professionals on the planet.

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Fine Food and Financial Foundations – San Antonio, TX

June 15, 2023 | 6:00 PM to 9:00 PM
San Antonio, TX

You’re invited to join Dentist Advisors and McLerran & Associates for an evening of fine food and discussion on the key elements of personal finance and how to increase practice value.

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