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.

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

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

Mommy Dentist in Business CE-Eligible Webinar

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

The Many Sides to Stocks: Understanding Factor Investing

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

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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How to Double Your Practice in 12 Months

June 8, 2023 | 6:30 PM to 7:30 PM
Zoom Webinar

Join Shared Practices’ President Dr. Alex Sharp to explore how to assess your current practice’s performance, ways to grow your practice, and how to avoid obstacles that may obstruct your practice’s growth.

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Should You Be Buying Gold?

May 25, 2023 | 6:30 PM to 7:30 PM
Zoom Webinar

Join financial advisors Ryan Isaac, CFP® and Matt Mulcock, CFP® and special guest Rabih Dimachki, CFA to explore the advantages and disadvantages of investing in gold.

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