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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