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Washington State Dental Association

Mid-Career to Life After Dentistry Seminar

Join The Dental Group, LLC, a WSDA preferred accounting and tax firm, for their seminar "Mid-Career to Life After Dentistry" on Friday, February 3. 

Mid-Career to Life After Dentistry - The Dental Group, LLC

Date: Friday February 3, 2017
Time: 8:00 a.m.-2:00 p.m. (registration & continental breakfast at 7:30 a.m.)
Location: Bellevue Club, 11200 SE 6th Street, Bellevue, WA 98004                 
Cost: $50.00 per person (spouse complimentary)

To register, please call Jennifer or Sue at (425) 216-1612 or email mail@cpa4dds.com

Providing security and peace of mind about your retirement income is the number one goal we hear from our clients and prospects alike. Join us to discuss the fundamentals of retirement accumulation and secure retirement income and a successful practice transition.

Topics

  • How to set up the game board for a successful transition
  • Incorporating proactive tax planning now, at transition and in retirement can save thousands
  • How successful planning can lead to greater profitability, practice value and enhance retirement income
  • Determining retirement income needs and related accumulation
  • Effectively managing retirement income: Taxes, IRA's, social security and beyond
  • Fundamentals of evidence based investing in a low cost, globally diversified and tax-efficient portfolio

Our workshop will shed light on what Wall Street and the Insurance Industry don't want you to know as well as how to enhance practice profitability and investment returns through proactive tax planning.

Our Team
Sam Martin, MBA(tax), CFP®, CPA
Dental Wealth Advisors LLC

Nathan J. Ricks, CFP®, MS
Dental Wealth Advisors LLC

Margaret M. Boyle, CPA, CVA
DG Advisors LLC

At Dental Group LLC and Dental Wealth Advisors LLC our goal is our clients' profitability, quality of life and the peace of mind gained from having a personalized written financial and investment plan – implemented, monitored, communicated and updated. Our mission is our client’s success. Period.

As CPAs and Financial Planners who work exclusively for dentists and specialists, we have a unique offering that brings the sophistication of academic, Nobel Prize-winning investment strategy delivered through a personalized, documented, simple and elegant process. We believe that sane and prudent investing should not be complicated or difficult. 

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