for Thriving in Challenging Times: LIVE Interactive Workshop
2-Part Series *Space is Limited*
This interactive workshop & assessment will walk you through your “DENTAL BUSINESS ISSUES” whether it would be employee, overhead, practice management, practice sales/acquisition or other issues you have not considered yet. Our expert facilitators will help you identify gaps in your actions. Participants will have a “Custom Built BLUEPRINT” tailored to your issues and needs after the workshop. You will leave this session identifying your goals, challenges, and opportunities.
May 20, 2021 Thursday 6:30pm-8:30pm
June 17, 2021 Thursday 6:30pm -8:30pm
Earn 4 CE CREDITS
is the President of Integrity Practice Sales and a partner at Kimball Consulting. Trevor and his team have successfully helped hundreds of dentists at every stage of their career, whether they are ready to get into private practice for the first time, grow and maintain a high functioning office, or sell the practice they have worked so hard to build. Trevor holds a PhD in Philosophy of Religion from Claremont Graduate University. He lives in San Luis Obispo with his wife Emily.
Jason Schneller is a Regional Director and Healthcare Lending Specialist for Provide, Inc. For over 20 years, Jason has helped Dentists achieve all their practice and commercial real estate lending needs.
Tim McNeely is founder and CEO of The LifeStone Companies and the host of Dental Wealth Nation. He consults with driven dental entrepreneurs helping you implement lessons from the Super-Rich so you can reclaim your time and live an amazing life of significance. Tim does this by helping your address five key areas of your financial life: preserving your wealth, minimizing your taxes, taking care of your heirs, ensuring your assets are not unjustly taken, and supporting the causes you care about.
He was invited to contribute the foreword to Becoming Seriously Wealthy: How to Harness the Strategies of the Super Rich and Ultra-Wealthy Business Owners and he is excited to help you thrive in these challenge times.
Before Co-Founding The Phillips Group, Andrew Phillips
, P.A.F.M. worked as the Business Manager for Phillips Accountancy Corporation, a well-established and highly regarded dental CPA firm in Orange County. The Phillips Group: Accountants & Advisors takes that precedence for excellence and enhances it further, by utilizing new and emerging technology to decrease the time spent worrying about the numbers and increase the time spent working directly with the client. The Phillips Group is perhaps one of the last remaining truly boutique healthcare-focused accounting firms in the state. They have decades of experience serving both dentists and physicians up and down California, but what sets them apart is their technology-focused, forward-thinking, endlessly communicative mindset.
Prior to entering the accounting field more than 10 years ago, Andrew served as a Medic in the Army and worked as an Emergency Medical Technician as a civilian.
Many of the most successful dentists are dealing with the current health and economic crisis by finding ways to ensure that their businesses and practices not only survive – but thrive.
How are they doing this? By putting in place an adaptive three-step process that addresses their business and personal lives. These creative and forward-thinking dentists are finding ways to productively manage the hard times while positioning themselves for ever greater success as the crisis abates.
In this interactive workshop, you will walk through the three steps and by the end of the workshop you will start thinking about issues you have not yet considered and identify any gaps in your actions.
- Welcome & Introduction:6:30pm
- Lecture Part A: 6:35-- 7:20 PM
- Q & A : 7:20-- 7:30 PM
- Break: 7:30--7:35pm
- Lecture Part B: 7:35 -- 8:20 PM
- Q & A: 8:20--8:25 PM
- Wrap-up 8:30pm
You may also simply call us at 818.576.0116 and register over the phone.