Come on down to McInnis for our first Dinner/CE meeting of 2023!
Wealth Management & Planning for Retirement: Ensuring you have a road map to retirement
Business Trends in Dentistry: What’s my practice worth? Plus, How to recession proof your practice
…In other words…are you ready to get excited about saving for retirement and building a legacy through financial planning and forecasting!?!
Speakers: Caroline Galbraith & Steven Au
Caroline Galbraith, CPWA®, CFP®
Director, Wealth Advisor
As a director and wealth advisor for Aprio Wealth Management, Caroline Galbraith helps high net worth individuals and families as well as executives and business owners implement sophisticated personalized wealth strategies to achieve their goals.
While her client base is broad, the core of Caroline’s practice is comprise of clients with investable assets of $1M+ and a net worth of $5M+. A former VP at SunTrust Investment Services and Partner and Senior Wealth Advisor at HawsGoodwin Wealth, Caroline specializes in estate planning, wealth transfers, tax management, risk analysis and investment strategy. Valuing communication, Caroline goes the extra mile to ensure her clients understand their financial plans and feel confident, informed and reassured that they are on track.
Intelligent, caring and honest, Caroline is passionate about helping clients live their best lives and treasures the opportunity to assist with decisions that help them do just that. She helped one client with a $10M+ business through scenario planning in the face of retirement, health issues and elder care. The result of that planning was a decision to sell the business from a position of confidence and strength, regret-free.
Caroline earned a B.S. degree from the University of Memphis and holds both the CFP and CPWA designations. A contributing writer for the Nashville Business Journal and Tennessee Society of CPAs Journal, Caroline has been active with FemCity Nashville, WIPN Nashville and the Junior League of Nashville.
When she’s not working, you can find Caroline golfing, skiing, traveling or cheering for the Tennessee Titans.
Steven Au
With having over a decade of experience working exclusively with dentist on both the clinical and business side of a practice, Steven’s entire career has been focused on helping doctors. Now in his current role at Aprio, Steven focuses on all dental related advisory services including practice transitions, associate buy-ins, associate placements, relocations, expansions, start-ups and practice valuations. Backed by a Top 25 Advisory and Accounting Firm, Steven and his team can help doctors often navigate the complex side of dentistry and help plan for a better future.
Bookings
Bookings are closed for this event.