Dental CE Course: Transitions, Growth, and Wealth Management

Transition Strategies | Practice Growth | Financial Planning | Successful Investing

Transitions, Growth, and Wealth Management is our most comprehensive workshop. You will learn strategies to:

-Create consistent, reliable growth to increase the profitability of your practice and to fund your life goals
-Implement one or more well-planned transitions to accelerate growth today and setup a rewarding exit strategy
-Build a comprehensive financial plan that incorporates both your personal life and your practice to help turn all of your dreams into reality
-Increase your investment returns, reduce risks, and effectively manage tax exposure
-Transitions, Growth, and Wealth Management is an educational experience where you will learn and participate in the wealth management process first hand:

-Expert instructors walk you through proven transitions, growth, and wealth management strategies focused on both developing a plan and executing your plan
-Exercises and relevant case studies connect the strategies to your personal and practice experiences
-Four example dentists – each with different practices and financial profiles, yet common challenges – are woven throughout the entire workshop to illustrate achievable results possible by using the strategies taught in this workshop

The Dentist's Dilemma

Most dentists – even those who already have a substantial savings – will not be able to continue their current lifestyle in their retirement unless they properly prepare.

To properly prepare, successful life planning requires a complete and coordinated plan between your professional life as a dentist, and your financial life beyond the practice doors.

Transitions, Growth, and Wealth Management connects both worlds to help you reach the highest level of success today and into retirement.

Our industry experts will guide you step-by-step through each series of strategies and teach you how to create abundance in your practice, how to create a total life plan, and how to invest wisely and manage your assets for complete economic success.

No matter where you are today – a few more years to go or time is on your side – you can increase your chances of living your dreams and having a successful retirement by implementing the strategies you learn at Mercer Advisors Transitions, Growth, and Wealth Management workshop.