Loading Events

« All Events

2 Hour CE on Finances and Taxes

November 15 @ 6:00 pm - 8:30 pm

Are you a practice owner or thinking of becoming one? Have you set up your tax structure and investment portfolio adequately as 2018 comes to a close?  Don’t worry. Help is here!
This workshop will help prepare you, so it doesn’t all seem so daunting!

Speakers & Learning Objectives:

  • Morgan Hamon, HDA Accounting Group
    • Become familiar with and understand practice financial statements
    • Learn which operational factors impact practice profitability
    • Become versed with proven industry financial benchmarks
    • Discover how to diagnose conditions which adversely impact practice profitability
  • Clarissa Hernandez, CFP, ChFC, North Star Resource Group
    • Become proficient in yearly account balancing
    • Review pre and post-tax fund investment opportunities
    • Learn professional wealth accumulation methods

Receive 2 CE for attending. Space is limited. Guests are welcome.
CE starts at 6:30 – Dinner will be provided
Free for members

RSVP to Erica Carvin at Erica@cdaonline.org or 303-996-2842.

Details

Date:
November 15
Time:
6:00 pm - 8:30 pm
Event Category:
Event Tags:

Organizer

Erica Carvin, CDA Director of Membership
Phone:
303-996-2842
Email:
erica@cdaonline.org
Website:
www.cdaonline.org/newdentists

Venue

Ivywild School
1604 S Cascade Ave
Colorado Springs, CO 80905 United States
+ Google Map
ADA Members, please use the links to the right to access various membership functions.