Kickstart your fall season with the WDA Education Series — a new, FREE benefit for WDA members.
The WDA Education Series is a new WDA program offering members in-depth, focused learning on personal, business and clinical topics – at no cost.
Your road map to life beyond the dental chair - 3-part series
The Wisconsin Dental Association (WDA) is launching a new three-part education series designed to help dentists navigate the personal, financial and professional decisions that shape their careers — both in and beyond the dental office.
The series, “Your road map to life beyond the dental chair,” will provide practical insights and resources for dentists at every career stage, from early career professionals to those preparing for retirement. Each session will be held on a Saturday morning, with registration and networking beginning at 8:30 a.m. and programming taking place from 9 a.m. to noon.
Part One: Early Career (Graduation to 10 years)
Saturday, Sept. 12, 2026
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
The first session will focus on building a strong foundation for a successful career. New dentists will learn strategies for creating financial confidence, protecting personal assets, and establishing the peace of mind needed to focus on providing exceptional patient care.
Topics will include insurance planning, financial foundations, career fulfillment, student loan strategies, retirement planning, investing, taxes and preparing for potential future practice ownership.
Featured presenters include:
- 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.
Part Two: Established Dentist (10 Years and Beyond)
Saturday, Oct. 24, 2026
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 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 and increasing profitability.
- Professional Insurance Programs (PIP) — Discussing healthcare options, including the Association Health Plan (AHP), and long-term disability and life insurance planning considerations.
Part Three: Late Career (Preparing for Retirement)
Saturday, Jan. 16, 2027
8:30 a.m. - Registration/networking
9 a.m. - Noon - Program
SVA, 1221 John Q. Hammons Drive, Suite 100, Madison
3 CE credits
The final session will 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.
Sponsors/Friends of the WDA
Thank you to our sponsors who made this possible! A special thank you to WDA President-Elect Dr. Cheska Avery-Stafford (Milwaukee) of Ideal Prep Coaching.
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.
