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UID:64@posts.marindentalsociety.org
DTSTART;TZID=America/Los_Angeles:20230309T180000
DTEND;TZID=America/Los_Angeles:20230309T210000
DTSTAMP:20230310T113254Z
URL:https://posts.marindentalsociety.org/events/building-wealth-planning-f
 or-retirement-dentistry-business-trends-practice-valuation-recession-proof
 ing-your-practice/
SUMMARY:Building Wealth & Dentistry Business Trends - planning for retireme
 nt\, practice valuation + recession-proofing your practice.
DESCRIPTION:Come on down to McInnis for our first Dinner/CE meeting of 2023
 !\n\nWe welcome speakers Caroline Galbraith and Steven Au of APRIO Wealth 
 Management to walk us through these timely and relevant topics:\n\n\n\nWea
 lth Management &amp\; Planning for Retirement: Ensuring you have a road ma
 p to retirement\n\nBusiness Trends in Dentistry: What's my practice worth?
  Plus\, How to recession proof your practice\n\n&nbsp\;\n...In other words
 ...are you ready to get excited about saving for retirement and building a
  legacy through financial planning and forecasting!?!\n\n&nbsp\;\n\nSpeake
 rs:  Caroline Galbraith &amp\; Steven Au\n\nCaroline Galbraith\, CPWA®\,
  CFP®\nDirector\, Wealth Advisor\n\n\n\nAs a director and wealth advisor 
 for Aprio Wealth Management\, Caroline Galbraith helps high net worth indi
 viduals and families as well as executives and business owners implement s
 ophisticated personalized wealth strategies to achieve their goals.\n\nWhi
 le her client base is broad\, the core of Caroline’s practice is compris
 e of clients with investable assets of $1M+ and a net worth of $5M+. A for
 mer VP at SunTrust Investment Services and Partner and Senior Wealth Advis
 or at HawsGoodwin Wealth\, Caroline specializes in estate planning\, wealt
 h transfers\, tax management\, risk analysis and investment strategy. Valu
 ing communication\, Caroline goes the extra mile to ensure her clients und
 erstand their financial plans and feel confident\, informed and reassured 
 that they are on track.\n\nIntelligent\, caring and honest\, Caroline is p
 assionate about helping clients live their best lives and treasures the op
 portunity 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 wa
 s a decision to sell the business from a position of confidence and streng
 th\, regret-free.\n\nCaroline earned a B.S. degree from the University of 
 Memphis and holds both the CFP and CPWA designations. A contributing write
 r for the Nashville Business Journal and Tennessee Society of CPAs Journal
 \, Caroline has been active with FemCity Nashville\, WIPN Nashville and th
 e Junior League of Nashville.\nWhen she’s not working\, you can find Car
 oline golfing\, skiing\, traveling or cheering for the Tennessee Titans.\n
 \n&nbsp\;\n\n\n\nSteven Au\n\nWith having over a decade of experience work
 ing exclusively with dentist on both the clinical and business side of a p
 ractice\, Steven’s entire career has been focused on helping doctors. No
 w in his current role at Aprio\, Steven focuses on all dental related advi
 sory services including practice transitions\, associate buy-ins\, associa
 te placements\, relocations\, expansions\, start-ups and practice valuatio
 ns.  Backed by a Top 25 Advisory and Accounting Firm\, Steven and his tea
 m can help doctors often navigate the complex side of dentistry and help p
 lan for a better future.
CATEGORIES:Continuing Education
LOCATION:McInnis Park Club Restaurant\, 350 Smith Ranch Road\, San Rafael\,
  California\, 94903\, Marin County\, United States
GEO:38.021814;-122.519899
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 Rafael\, California\, 94903\, Marin County\, United States;X-APPLE-RADIUS=
 100;X-TITLE=McInnis Park Club Restaurant:geo:38.021814,-122.519899
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