Total Wealth Management for Dental Professionals with tour of the Hockey Hall of Fame
Hockey Hall of Fame, 30 Yonge St., Toronto, ON, M5E 1X8
14 November 2024 @ 6:00 pm - 9:00 pm
Date & Time:
14 November 2024
6:00 pm - 9:00 pm
Join us for a “best practice” conversation on Total Wealth Management for Dental Professionals followed by a tour of the Hockey Hall of Fame.
Presentation by partners from Soctia Wealth Management and Westcoast Actuaries with Interactive Q&A.
Frank Passaro – Director Health Care Scotiabank / Eric Bennett & Danny Nasser – Senior Wealth Advisors, Scotia Wealth Management / Bruce Moir, a Senior Consultant with Westcoast Actuaries will present:
- Financial and Professional Banking Packages
- Retirement Tips for Financial Independence
- Tax Strategies for Dental Professionals
Special Presentations By:
Tier Three Brokerage & RDT Dental Lab
- Understand practice value and key considerations when you first purchase, throughout your practice ownership, and as you approach retirement with Barb Johns, Transition Consultant – Tier Three Brokerage Ltd
- Tips on how to make the most of your lab partnership with David Savioli, President Altum Dental Lab Group
Register Online, Email or Call:
1-877-748-0046
Link: Register here