Business of Dentistry: Financial Planning 101

Webinar

Course Description:
Dentists, like other professionals, should develop a solid financial plan to build wealth and prepare for retirement. Planning for financial independence while building their dental practice is an issue that concerns dentists at all stages of their career, whether they’re just starting out, growing to multiple locations, or preparing to sell their practice in preparation for retirement. Developing a financial plan with the guidance of a team of professional advisors can help you meet your unique current and future goals and allow your plan to evolve throughout various life stages.

During this session, we’ll explore the elements of a financial plan and how to begin this important process, no matter the season of life you are in.

Presenters:
Art Wiederman, CPA | Director, Dental Division | Eide Bailly
For more than 35 years, Art Wiederman has specialized in serving dental practices in the Southern California area. He oversees a variety of professional services including accounting, tax compliance and planning, financial planning, retirement planning and financial practice management consulting. Art’s expertise is not only in taxation issues for dentists, but also in knowledge of dental practice metrics and benchmarks. He has the ability to look at a dentist’s profit and loss statements and practice management reports and identify profit holes in the practice. In addition, Art is adept at buy-in and buy-out consulting, practice start-ups, compensation plan development, operation evaluations, and litigation support for dentists.  As an expert in dental practice accounting and financial management, Art is a regular lecturer at state, local and national dental conferences, dental societies and dental schools. He is a founding member of the Academy of Dental CPAs (ADCPA) and hosts the bi-weekly podcast, “The Art of Dental Finance and Management.” 

Brad Blazek, AAMS, CRPC | Financial Advisor | Eide Bailly
As a veteran financial advisor, Brad joined Eide Bailly Financial Services in 2021 to provide thoughtful guidance and skilled expertise to individuals and families with sophisticated wealth planning needs. His integrated approach to planning considers the entirety of a client’s financial picture, resulting in deep relationships that span all of life’s transitions. He provides in-depth, specialized solutions for individuals and business owners in the areas of financial planning, investments and insurance strategies. Brad's passion for helping clients is evident when you work with him. His ability to simplify complex scenarios and educate clients on financial tools and strategies brings confidence to all parties throughout the wealth management experience. Using a consultative team approach, Brad believes in bringing together the talents and expertise of key team members to create complete and objective strategies.

Austin Fields | Financial Advisor | Eide Bailly
Since 2018, Austin has been providing public accounting and financial services to businesses and individuals all over the country. Austin provides holistic wealth management through financial planning, including cash flow analysis, retirement planning and asset allocation with an emphasis on tax efficiency. Austin believes in taking the time to understand a client's needs and creating a comprehensive approach to financial planning and investment management. Austin will always put the client first and provide solutions to the various challenges that a client may face.

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Nicole Stolle or call 701.239.8589.

Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors, LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. and Eide Bailly Agency, LLC, which is wholly owned and operated under Eide Bailly LLP. Insurance products are offered or issued under Eide Bailly Agency, LLC. Eide Bailly Advisors, LLC employees can also be licensed as insurance agents/producers of Eide Bailly Agency, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. Not all products and services are available in all states.

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