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Presentation

Practice Management

Dentist

Student

(6504) Retirement Continuum

Friday, October 24, 2025
11:00 AM - 12:00 PM ET
Location: Level 1, Salon C
CE: 1
Fee: Included with SmilePass

Disclosure(s):
Santo LoPorto, Financial Consultant, Licensed insurance agent and Series 6, 26, 7, 66 and 63 registered rep: No financial relationships to disclose
Kenneth Kozlowski, CFP,ChFC,CLU: No financial relationships to disclose
It’s never too early to plan for retirement. The Retirement Continuum offers practical financial and organizational guidance for dentists at every career stage. Learn how to optimize long-term savings, build business continuity, and develop a comprehensive financial plan that supports both personal goals and practice growth.

Learning Objectives:

  • Learn the the importance of a comprehensive financial and continuity plan for business growth
  • Learn how to maximize long-term saving potential at every career stage
  • Learn about the importance of succession planning as you near retirement