Prepare your future self both professionally & personally with the WDA Education Series. This FREE benefit for WDA members offers in-depth, focused learning on personal, business and clinical topics.
Your road map to life beyond the dental chair
The Wisconsin Dental Association (WDA) designed “Your road map to life beyond the dental chair” to help dentists navigate the personal, financial and professional decisions that shape their careers — both in and beyond the dental office.
These courses are intended to provide practical insights and resources for dentists at every career stage, from early career professionals to those preparing for retirement. Each course will be held on either Friday afternoons or Saturday mornings, with registration, networking and program to follow.
Planning Your Exit, Preparing for Retirement
A WDA Education Series course for late-career dentists
NOTE DATE & TIME CHANGE Friday, Jan. 15, 2027
SVA, 1221 John Q. Hammons Drive, Suite 100, Madison
12:30 p.m. - Registration/networking
1 p.m. – 4 p.m. - Program
3 CE credits
This course is intended to help dentists prepare for a successful transition from practice to retirement and life beyond dentistry.
Topics will include exit planning, practice value, retirement readiness and personal financial security.
Featured discussions include:
- SVA — “Strategic Exit Planning: Building Value and Preparing for a Successful Practice Transition,” covering key drivers of practice value, common risks that impact transitions, the importance of proactive planning and key tax considerations
- Professional Insurance Programs (PIP) — Retirement-focused guidance, including Medicare education, enrollment considerations, and reviewing personal insurance needs.
- WDA Equipment & Service Solutions "How to Achieve Maximum Equipment Value for your Practice - Without Breaking the Bank," covering the typical life-cycle of equipment in the practice and how it pertains to the overall value when an owner tries to sell.
Growing Your Practice, Building Your Wealth
A WDA Education Series course for mid-career dentists
NOTE DATE CHANGE Saturday, February 6, 2027
8:30 a.m. - Registration/networking
9 a.m. - Noon - Program
WDA office, Summit Place, 6737 W. Washington St, West Allis
First Floor, Conference Room 2135
3 CE credits
As dentists move into the established phase of their careers, new opportunities and challenges emerge. This course will explore strategies for protecting what has been built while planning for continued growth and long-term success.
Attendees will learn about wealth strategy, practice growth decisions, profitability, risk management and preparing for future transitions.
Featured presenters include:
- PNC Private Bank — Jack Mielke, Vice President and Investment Advisor for Wisconsin and Minnesota, presenting “Wealth Strategy for Practice Owners.”
- Dynamic Dental Advisors — Exploring practice growth decisions, including adding associates, expanding services, partnership opportunities and increasing profitability.
- Professional Insurance Programs (PIP) — Presenting “Growing Your Practice, Building Your Wealth" about insurance solutions that are unique to dental practice owners, risk management guidance, and how to obtain exclusive access to the WDA Association Health Plan to help practices recruit and retain exceptional employees.
Early Career (Graduation to 10 years)
Saturday, Sept. 12, 2026
Thank you to all who attended and to our presenters:
- Professional Insurance Programs (PIP) — Insurance considerations for dental professionals, including health, disability, life, malpractice, business, and personal insurance planning.
- Mosaic Financial Partners — Darrin Englebert, Co-Founder and Partner, presenting “Financial Foundations for New Dentists.”
- Ideal Prep Coaching — Dr. Cheska Avery-Stafford discussing career fulfillment and creating a path toward professional success.
Contact
Whether you are beginning your dental career, growing your practice or preparing for retirement, the WDA Education Series will provide valuable knowledge and resources to help you make informed decisions at every stage.
Contact Membership, CE and Special Partnerships Specialist Candice Wegner at cwegner@wda.org with questions or issues with registration.
