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DTSTART:20251102T020000
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DESCRIPTION:Speaker BiographyTim McNeely is known as The Dental Wealth Guy.
  As a CFP®\, CIMA®\, and CEPA\, Tim helps driven dental entrepreneurs simp
 lify complex finances so they can make smarter decisions\, maximize their 
 impact\, and ensure their life’s work truly pays off. He specializes in gu
 iding practice owners through retirement plan design\, practice exits\, an
 d holistic wealth-building strategies. Course SummaryRetirement planning d
 oesn’t have to be confusing. In this course\, we’ll demystify CalSavers an
 d explore the full spectrum of retirement plan options available to dental
  practices. You’ll learn how to leverage tax savings\, understand the pros
  and cons of each type of plan\, and confidently choose the right solution
  for your office and your team. Learning ObjectivesBy the end of this sess
 ion\, participants will be able to: Identify the different types of retire
 ment plans      available for dental practices.Understand the key benefits
 \, tax implications\, and      compliance requirements of each option.Make
  an informed decision on whether to use CalSavers      or implement a qual
 ified retirement plan.Confidently take the next steps toward enrolling in 
 a      plan that fits their practice’s goals.
DTEND:20251009T030000Z
DTSTAMP:20260420T211745Z
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SUMMARY:CalSavers
UID:RFCALITEM639123166659092410
X-ALT-DESC;FMTTYPE=text/html:<a href="https://store12118049.ecwid.com/CalSa
 vers-c189398515" target="_blank"><img alt="" src="https://www.sfvds.org/im
 ages/localcasanfernandovalleycalifornialibraries/default-album/calsavers-1
 0-8-2025-(3)1ec69700-65a7-42a8-8272-089dd890055f.png?sfvrsn=1267fdf4_1"></
 a><h3>Speaker Biography</h3><p>Tim McNeely is known as The Dental Wealth G
 uy. As a CFP®\, CIMA®\, and CEPA\, Tim helps driven dental entrepreneurs s
 implify complex finances so they can make smarter decisions\, maximize the
 ir impact\, and ensure their life’s work truly pays off. He specializes in
  guiding practice owners through retirement plan design\, practice exits\,
  and holistic wealth-building strategies.</p><p>&nbsp\;</p><h3>Course Summ
 ary</h3><p>Retirement planning doesn’t have to be confusing. In this cours
 e\, we’ll demystify CalSavers and explore the full spectrum of retirement 
 plan options available to dental practices. You’ll learn how to leverage t
 ax savings\, understand the pros and cons of each type of plan\, and confi
 dently choose the right solution for your office and your team.</p><p>&nbs
 p\;</p><h3>Learning Objectives</h3><p>By the end of this session\, partici
 pants will be able to:</p><p>&nbsp\;</p><ul type="disc"><li>Identify the d
 ifferent types of retirement plans      available for dental practices.</l
 i><li>Understand the key benefits\, tax implications\, and      compliance
  requirements of each option.</li><li>Make an informed decision on whether
  to use CalSavers      or implement a qualified retirement plan.</li><li>C
 onfidently take the next steps toward enrolling in a      plan that fits t
 heir practice’s goals.</li></ul>
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