Dental MBA Business Series - The Business of Dentistry featuring Wesley Read

Tuesday, September 19, 2017, 6:00 PM - 9:00 PM PT

STRATEGIES FOR RUNNING A PROFITABLE DENTAL PRACTICE

Dentists enjoy a profitable industry. Yet according to the ADA, only 3% of dentists are able to retire at age 65 and maintain their lifestyle. Why? It's because they never establish a proactive system of managing their finances, both in and out of the practice. This course will present an overview of strategies that create a healthy and profitable practice. We'll look at the cornerstones to those strategies, including:

  1. Goal setting and financial independence
  2. Effective dental-specific financial reporting
  3. Tax strategies
  4. Debt management strategies
  5. Expense management
  6. 401k plan design

 

No CE Credits

 

Dinner will be served

 

About Wesley Read, CPA

Wesley Read is the founder of PracticeCFO, a financial planning and CPA firm specializing in dental practice owners since 2007. He provides an integrated CPA and financial planning service designed to help his dentists reach financial independence sooner in life. 

Earlier in his career, WElsey audited the financial statements of Fortune 500 corporations during his employment at Ernst and Young LLP, the third largest accounting firm in the country. After his time with Ernst and Young, Wesley joined the wealth management division of Moss Adams Wealth Advisors LLC. Wesley worked with some of the industry's top thinkers in managing approximately one billion dollars of client assets. Prior to his professional experience, Wesley received a bachelor and master degrees, both in accounting from Brigham Young University programs that are recognized in the top accounting schools in the nation.

Location

Benco Dental Supply Co.
3590 Harbor Gateway N.
Costa Mesa, CA 92626
Event Image

Contact

OCDS Staff
(714) 634-8992
ce@ocds.org