FINANCIAL DECISIONS THE DENTIST MUST GET RIGHT: FLIPPING UNCERTAINTY INTO SECURITY
Charles Loretto

The volatility and confusion surrounding the last few years has impacted every business, including dental practices. This course offers an opportunity to flip today’s uncertainty into a roadmap for future financial security. Taking the lessons learned from new tax legislation, staffing constraints, inflation and market volatility, doctors can be prepared and confident with whatever the upcoming year holds. In this content-rich, interactive course, attendees will learn proven formulas behind building wealth, improving cash flow, getting ahead on pension and retirement planning, plus the short- and long-term benefits of various savings environments. Using real case studies and performance metrics, this course will empower dentists with the knowledge they need to evaluate their own practice and select the best path to reach financial freedom. Additionally, the course will discuss how private equity works in dental practices and when you should and shouldn’t consider it. Upon completion of this session, attendees should be able to:

• Identify tax strategies to improve cash flow and support market volatility
• Set a realistic business and personal financial plan to help meet your long-term goals, even through times of adversity
• Understand how private equity works and when to consider it.

Charles Loretto joined CWA in 2001 and became partner in 2016. He plays a critical role in growing the firm’s client base as the director of business development, marketing, and new client services. He travels the country speaking at dental schools and residency programs, study clubs, dental symposiums and state and national dental meetings on strategies to reach financial freedom. Since 2004, Charles has presented to over 30,000 dentists and over 50 dental schools. He is a published author, and host of the top-ranking dental podcast, Transition Talk. He founded CWA’s affiliate company, NDP, which assists doctors in buying, transitioning, and valuing their dental practice. He and his team help hundreds of dental professionals with their transition goals annually. Charles also facilitates and presents a robust business curriculum at Texas Tech El Paso Dental School, where his mission is to prepare dental students for success in the business side of dentistry upon graduation. Using his insight and experience for over two decades in the dental industry, his passion is helping diagnose the financial support dentists need and then connecting them with someone who will then help them achieve their financial goals.

1 CE credit available to AAPMD members