Speaker Biography

Tim McNeely is known as The Dental Wealth Guy. As a CFP®, CIMA®, and CEPA, Tim helps driven dental entrepreneurs simplify complex finances so they can make smarter decisions, maximize their 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.

Course Summary

Retirement planning doesn’t have to be confusing. In this course, we’ll demystify CalSavers and 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 Objectives

By the end of this session, participants will be able to:

• Identify the different types of retirement 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 qualified retirement plan.
• Confidently take the next steps toward enrolling in a plan that fits their practice’s goals.