WDA Education Series: Established Dentist (10 Years and Beyond)
Address: 1221 John Q. Hammons Drive, Suite 100, Madison, Wisconsin, US
How to find us: SVA
As dentists move into the established phase of their careers, new opportunities and challenges emerge. This session 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 — Chris Marschka, Senior Vice President and Market Leader for Wisconsin and Minnesota, presenting “Wealth Strategy for Practice Owners.”
- Dynamic Dental Advisors — Exploring practice growth decisions, including adding associates, expanding services, partnership opportunities, increasing profitability and enhancing practice value.
- Professional Insurance Programs (PIP) — Discussing healthcare options, including the Association Health Plan (AHP), and long-term disability and life insurance planning considerations.
FREE to WDA member dentists
3 CE credits
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