"The amount of helpful information in these presentations is considerable. I wish we had this course in dental school, or shortly after graduation. Well worth the investment to improve running your business and life."
Dr. Tim McSweeney
Continuing Education Seminars
Interactive and Impactful Seminars for Dentists and Spouses
Our dental seminars deliver actionable strategies to help you slash taxes, maximize profits, plan for retirement, structure your transition, and more!
Designed with your real-world challenges in mind, our classroom-style presentations are held in relaxed and engaging environments where questions are encouraged. After joining a presentation, you’ll walk away with clear next steps and renewed focus on your business and personal financial goals!
ROOM BLOCK SOLD OUT [Registration Still Open]
FEBRUARY 9-13, 2026
Any Age, Any Stage 5-Day Seminar
Top Tax, Business, and Financial Strategies for All Practice Owners
HYATT REGENCY ARUBA RESORT
PALM BEACH, ARUBA
APRIL 17-18, 2026
Early and Mid-Career Doctors Seminar
Tax and Practice Strategies for Growth-Minded Doctors
ANDAZ SAVANNAH BY HYATT
SAVANNAH, GA
JUNE 5-6, 2026
Planning for Retirement Seminar
Top Tax, Financial, and Transition Strategies for Doctors Approaching Retirement
LOEWS CHICAGO O’HARE HOTEL
ROSEMONT, IL
JULY 24-25, 2026
Any Age, Any Stage 2-Day Seminar
Top Tax, Financial, and Transition Strategies for Practice Owners
ARCHER HOTEL
NAPA, CA
Registration Opening Soon!
OCTOBER 16-17, 2026
Retired Doctor Seminar
Top Tax and Investment Strategies for Doctors Who Sold Their Practice
RITZ-CARLTON RESORT
SARASOTA, FL
Registration Opening Soon!
JANUARY 25-29, 2027
Any Age, Any Stage 5-Day Seminar
Top Tax, Business, and Financial Strategies for Practice Owners
RITZ-CARLTON RESORT
ST. THOMAS, USVI
Registration Opening Soon!
See Why Dentists and Specialists Trust Us With Their Financial Future
