Event Overview
Course Description:
In this session, Mark Johnson will discuss the components of a successful financial plan, including career-based student loan repayment strategies for dental professionals, positioning yourself for practice ownership, the basics of risk management-disability income and life insurance, and investing essentials for emerging dental professionals.
Presenters:
Art Wiederman, CPA, Director of Dental Division | Eide Bailly
For more than 35 years, Art Wiederman has specialized in serving dental practices in the Southern California area. He oversees a variety of professional services including accounting, tax compliance and planning, financial planning, retirement planning and financial practice management consulting. Art’s expertise is not only in taxation issues for dentists, but also in knowledge of dental practice metrics and benchmarks. He has the ability to look at a dentist’s profit and loss statements and practice management reports and identify profit holes in the practice. In addition, Art is adept at buy-in and buy-out consulting, practice start-ups, compensation plan development, operation evaluations, and litigation support for dentists.
As an expert in dental practice accounting and financial management, Art is a regular lecturer at state, local and national dental conferences, dental societies and dental schools. He is a founding member of the Academy of Dental CPAs (ADCPA) and hosts the bi-weekly podcast, “The Art of Dental Finance and Management.”
Mark Johnson, Wealth Advisor, RBF Wealth Advisors, Founder | StudentLoansRx
Mark Johnson, a thirty-year veteran of the investment and financial planning industry and a pioneer in helping emerging dental professionals with student loan repayment strategies and planning for other important financial issues like practice ownership, investment and insurance planning. Since founding StudentLoansRx in 2013, Mark has spent thousands of hours and has helped many of emerging dental professionals create plans to address their student loan debt within the context of an overall financial plan. Upon realizing that there are over 7,000 dental school graduates and residents entering the workforce each year, with anywhere from $300k-$700k or more in student loan debt, Mark knew he had to do something to help them. Prior to the Covid-19 outbreak, Mark visited between 10-12 dental schools each year educating students on the various student loan repayment strategies, and has attended a number of ASDA and other regional dental conferences. While his focus is on helping dental professionals, Mark also works with other healthcare professionals graduating with large six-figure student loan balances. Mark's three decades in the investment and financial planning industry and his in-depth knowledge of the various federal and private student loan repayment programs, allows him to create custom plans for his dental clients (including foreign nationals) based on their career path (associate, public health, practice ownership and residency) and other financial goals, including insurance and investment planning.
Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.