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.

Patient Behavior 101: The Psychology of Payment Plans and Dental Coverage

October 13, 2022 | 6:30 PM to 7:30 PM
Online

Will Gochnour, CFP and Dave Monahan, the CEO and founder of Kleer will explore real data from practices like yours, and look at how the most important metrics for visits, procedures, production, and collections vary widely across insured patients, fee-for-service patients, and membership plan patients.

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A Dentist’s Guide to the Student Debt Relief Plan

September 29, 2022 | 6:30 PM to 7:30 PM
Online

Join Ryan Isaac, CFP® Senior Advisor, and Taylor Sutterfield, CFP® Financial Advisor, for discussion about refinancing, budgeting, forgiveness eligibility, and all things relating to student loans.

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Shared Practices Mastermind Summit

September 23 - 24, 2022
Scottsdale, AZ

Will Gochnour, CFP®, and Taylor Sutterfield, CFP will be presenting on the Foundations of a Wealth Building Mentality at the upcoming Shared Practices Mastermind Summit. Shared Practices collaborates with Students, Pre-Owners, Owners, and many others in the dental space to produce meaningful results that bring value and happiness to everyone it touches. Join this elite community to learn long-lasting principles from leaders who view things holistically, prioritizing thoughtful strategy over fleeting gains.

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Productivity Workshop

September 22 - 24, 2022
Frisco, Texas

Productive Calibration Program for Dentists and Team achieve optimal health for your business, your patients – and YOU!

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Dallas Dinner Event

September 21, 2022
The Heritage Table – Frisco, Texas

Join us with our partners Bridge Dental Group for an evening of great food and discussion about the common questions dentists face when evaluating a DSO offer in the context of their retirement goals. Sponsored by DentalDash.

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Vincent Orthodontics: 17th Annual Crossbite Open

September 15 - 16, 2022
Thanksgiving Point - Lehi, Utah

Join Dentist Advisors at the annual Vincent Orthodontics Crossbite Open Golf Tournament and Education Night.

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SLC Dinner Event

September 14, 2022 | 6:00 PM to 8:30 PM
Salt Lake City, UT

Join us for an evening of fine food and discussion about the strategies dentists can employ to improve their financial health and practice performance.

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Live Partner Huddle

September 2, 2022 | 11:00 AM to 11:30 AM
Online

We have some exciting news to share and we’ll explain how you can showcase your services to our clients and content audiences.

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When is the Right Time to Hire a Financial Advisor?

August 25, 2022 | 6:30 PM to 7:30 PM
Online

Join Ryan Isaac, CFP® Senior Advisor, and Taylor Sutterfield, CFP® Financial Advisor, for discussion on the benefits, red flags, and questions to ask when considering a financial advisor.

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Advanced Practice Management Solutions to Create More Cashflow

August 11, 2022 | 6:30 PM to 7:30 PM
Online

Ryan Isaac welcomes Scott Leune to discuss specific operations and practice management systems that can increase practice profitability.

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Spreading Out the Risk: A Deep Dive Into Commodities

July 28, 2022 | 6:30 PM to 7:30 PM
Online

Matt Mulcock, CFP®, and a panel of financial professionals for a CE webinar discussion about the state of market and the role of commodities.

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New Jersey Academy of General Dentistry Education Night

July 21, 2022 | 6:30 PM to 9:30 PM
Asbury Festhalle Biergarten – Asbury Park, NJ 07712

Join The NJAGD for a fun night of CE, Complimentary Food, and Beverages, and listen to the experts Ryan Isaac, CFP and Matt Mulcock, CFP, from Dentist Advisors present on the topic: How to get your personal finances organized and get on track to make your career choices!

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