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Total Wealth Management for Dental Professionals with tour of the Hockey Hall of Fame

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

Total Wealth Management for Dental Professionals with tour of the Hockey Hall of Fame

When

November 14, 2024    
6:00 pm - 9:00 pm

Where

Hockey Hall of Fame
30 Yonge St., Toronto, ON, M5E 1X8

Event Type

Map Unavailable

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

info@approachmg.com

Link: Register here

Register at no cost to see available dental practices!