Past Events

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.

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.

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.

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”.

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.

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.

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.

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.

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?”

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.

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.