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Dental Economics: Excellence in Practice Financing, Financial Planning and Tax Savings

Supported by educational grants from Bank of America / Merrill Lynch.

Thursday, November 4, 2010

8:45am-11:45am (3 CE credits) *

This presentation will provide the attendees an overview of financing options dedicated to both the first time dental practice owner and the experienced owner who is planning to expand, buy-in, or acquire another practice. It will give guidance on the best ways to structure the right loan for each doctor. The session will also highlight information on what lenders are looking for in qualified candidates and what doctor's can do today to ensure the best available financing for their office.

All practitioners and employees should have a retirement plan. This course also will explain the numerous retirement plan solutions available for Dentists and their employees. Dentists will receive insight on how to implement and take full advantage of the most appropriate retirement plan solutions available to help reduce tax obligations and build personal wealth for the future.

Finally, this session will highlight investment strategies for 2011, and how to use Municipal Securities in your investment portfolio to reduce taxes and keep more of what you earn.

Recommended for...Dentists.

Jazmin Notta, Assistant Vice President and Regional Manager for Bank of America Practice Solutions for New York State, brings over five years of dental financing experience to the field and specializes in new practice startups, office improvements, office expansions, and debt consolidations.

Chad Widensky, Regional Manager for Bank of America Practice Solutions for New York State, brings over 10 years of finance and sales experience to the field and specializes in practice transitions.

Brian Laird, CIMA®, Vice President and Asset Management Advisor for BlackRock, brings over 13 years of serving Bank of America Merrill Lynch Financial Advisors in Pennsylvania and New York. He specializes in mutual funds, municipal bonds, private portfolio management and alternative investments. Brian earned his BS in Economics from Penn State University and holds his Series 7, 63, 65, 66 and CIMA license.

Joseph A. Lagner, CRPS®, Vice President for Merrill Lynch, brings over 17 years of retirement plans services experience and he specializes in building retirement plans such as; 401(k) plans, Roth 401(k) Plans, Profit Sharing Plans, Defined Benefit Plans, Simplified Employee Pension( SEP), and Saving Incentive Match Plan for Employees (SIMPLE) for dental practices of all sizes.

*This course may not satisfy mandatory NY State continuing dental education requirements.

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