Brunch & Learn: Planning Your Financial & Practice Future
Friday, July 18, 2025
12:00 PM – 2:00 PM
Peachtree Planning 5040 Roswell Rd, Atlanta, GA 30342
DSOs are increasingly a good option for younger dentist, not just those nearing retirement. Learn how to recognize the right fit and why all DSOs are not created equal. Whether you’re a few years from retirement or just beginning to think about your exit strategy, this session delivers valuable insights you won’t want to miss.
Featured Speakers:
Matt Poppert, DDSmatch
Understanding the Landscape of Practice Transitions
Learn what the market looks like today from both individual buyers and DSOs. Gain clarity on how to prepare your practice—and yourself—for a successful sale.
Chris Ellington, Financial Wealth Advisor, WealthCreation Atlanta
Maximize Your Income & Your Future
Discover strategies that could potentially double your income in retirement, uncover key tax deductions to explore with your CPA, and assess if you’re on track financially.
Trina Wheeler, Providence Dental Partners
DSOs in 2025: Still a Smart Move?
Discover why partnering with a DSO can offer greater financial security, operational relief and a smoother transition into retirement.
Brunch will be provided.
Seating is limited: RSVP today to secure your spot.