2025 Courses and Events

Course #: 1020
Date: 11/28/2025
Time: 9:00am - 12:00pm
Course Info: Half Day
Speaker(s):
John Vento, CPA, MBA, CFP

Topic: Pract Mgmt & Human Relations
Tuition: $305.00
Credits: 3
AGD Number: 550 - Practice Management and
Recommended For:
Dentists, Administrative Staff, Doctor

Course Material:

DOWNLOAD HANDOUT

Description:

This presentation covers the 10 characteristics that have turned dentists into multi-millionaires and will then outline some of the advanced tax-smart investment strategies you could implement to help you become one. This engaging, interactive presentation leaves you with a blueprint of how you may be able to achieve your own personal financial independence.

Learn to:

• develop a financial plan to support your journey towards achieving multi-million-dollar dental club status
• uncover tax-smart investment strategies you could immediately put to work
• discover the secrets to accumulating wealth

Course #: 2140
Date: 11/29/2025
Time: 9:00am - 12:00pm
Course Info: Half Day
Speaker(s):
John Vento, CPA, MBA, CFP

Topic: Pract Mgmt & Human Relations - Financial Management
Tuition: $305.00
Credits: 3
AGD Number: 550 - Practice Management and
Recommended For:
Dentists, Administrative Staff, Doctor

Course Material:

DOWNLOAD HANDOUT

Description:

Financial independence begins with a well-structured dental practice. This course offers essential guidance for dentists seeking to build and sustain a financially successful career while maintaining clinical autonomy. Attendees will gain expert insights into pivotal decisions such as choosing between a DSO and private practice, selecting the optimal business entity, implementing tax-efficient strategies, and establishing the right retirement plan. Special attention will be given to how owning a private practice enables dentists to deliver the highest levels of patient care, guided by their own professional standards. Whether you’re just starting out or looking to enhance profitability, this session will help you create a customized financial action plan to protect your income, minimize taxes, and confidently plan for the future.

Learn to:

• develop and implement a financial action plan tailored to your dental practice
• evaluate the advantages and disadvantages of working for a DSO versus owning a private practice, including the ability to deliver patient-centered, high-quality care
• understand how to build a secure, financially worry-free retirement
• apply tax-smart strategies to maximize income retention and reduce tax liability