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Events & Presentations


June 16, 2023 - "The Good, The Bad, and The Ugly of Financial Planning"

106th Annual U.P. Dental Meeting
Hosted by the Superior District Dental Society
Presenters: Ted Schumann II
Location: Landmark Inn, 230 N Front St, Marquette, MI 49855
Time: 3:00PM - 4:00PM

RSVP to Dr. William Ballard III by 6/7/23. 

Past Presentations

We present to various dental societies, study clubs, and businesses all over Michigan. We've complied a list of some of the more popular presentations we've done! See a topic you'd like us to present? Contact us below or call 800-327-2377 ext. 1 today to learn more about our educational opportunities!

"So You Think You Can Afford to Retire?"

Ted Schumann, II, MBA, MSF, CFP®, AIF®, DBS Professional Practice Brokers, LLC, and Dr. Christine Mason, St. Johns Smiles, will debunk the myth that once you sell a practice, you’re financially secure. You need more and we will tell you why!

  • Calculate spending needs to have the retirement life of your dreams
  • Optimize claiming strategies to maximize Social Security Benefits
  • Withdraw from your retirement portfolio to minimize taxes, and so you can maximize spending
  • Consider meaningful retirement planning because there really is more to life than money

"Leveraging the Power of Analytics to Supercharge Your Practice"

Ted will review key practice metrics to analyze within a dental practice, as well as how to use these metrics to increase profitability. Ted’s presentation should have valuable information for everyone, no matter what stage you are at in your dental career.

Learning Objectives:

  • Using real-time production stats to drive effective staff reviews
  • Managing active patients to limit attrition
  • Maximizing dental benefit usage
  • Gaining clarity on actual state of the practice to avoid making practice management decisions based on fear or gut-feelings

"Ted’s 10 Tips for Financial Success"

Ted will discuss successful strategies in tax and finance. Ted will review upcoming tax changes, review the pros & cons of PPOs, discuss debt-reduction strategies, and review key principals of investing.

Learning Objectives:

  • Understand how upcoming tax legislation could affect the dental professionManaging active patients to limit attrition
  • Understand the difference between Roth vs. Pre-Tax investments
  • Understand various types of debtreduction strategies
  • Learn the pros vs. cons of joining PPOs

"Portfolio Ideas In The Current Market Environment"

  • Learn ways to diversify your portfolio
  • Discover ideal holdings for bear market conditions vs. bull market conditions
  • Portfolio ideas to overcome inflation

"Tips for Dentists in Their First 5 Years of Practice"

This course will present tips and guidance designed to set a new dentist on the path to success during their first five years of practice. We will tackle issues such as managing debt, beginning the investment process, pros and cons of practice ownership, and more.

Learning objectives:

  • Manage all types of debt
  • Build a debt reduction strategy
  • Evaluate ownership vs associating
  • Key factors to analyze if purchasing a practice

Financial Moves Dentists Should Make in Their Last 5 Years of Practice

This course will focus on what dentists need to do in the last 5 years of their career to best position themselves for exit. In this module we will explore strategies for transitioning out of the practice, how to get the most out of practice retirement plans, Social Security claiming strategies, optimizing portfolio withdrawals, and more.

Learning objectives:

  • Evaluating owner exit strategies.
  • Social security benefit optimization.

"Financial Mistakes Dentists Make & How to Avoid Them"

Dentistry is a highly rewarding career! However, today we see dentists facing problems of high student loans, expensive practice purchases, and little to no formal education in business or practice ownership. This can lead to a couple of financial pitfalls throughout a dentist's career. Our goal is to make you aware of some of these pitfalls, and provide you with strategies to overcome them, or avoid them altogether. 

Learning Objectives:

  • Effective and efficient debt management
  • Sound investment principals and how to avoid critical mistakes
  • Overcoming the dreaded “Lifestyle Creep”
  • Position attendees to prosper and achieve financial independence

January 19, 2023 - "A Roadmap to Dental Real Estate"

Macomb District Dental Society's "Young Dentist Meeting."
Presenters: Noah Bradley and Ted Schumann II
Location: Fillipas, 45125 Mound Rd, Shelby Twp, MI 48317  
Time: 6:30PM - 8:30PM
CE Credits: 1.5

Details & Registration

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