Map of Campus: 
http://bit.ly/LCCBLDG19
There will be two lectures to help dentists run a successfull practice and to meet their retirement goals. There will be one certificate to cover both lectures.
The Top 3 Things Every Dentist Should Know about Their Retirement Plan (1 CE) 5:30 - 6:30
(Includes Dinner)
Presenters: Nathan J. Ricks, CFP®, MS and Loyd Burleson III, CFP®, MS-PFP, CRPCTM, ABFPTM from Financial Freedom for Dentists LLC.
Nate Ricks, CFP®, MS
Financial Advisor & Founder of Financial Freedom for Dentists
Nate’s passion is helping dentists use their “finances as a resource to help them achieve their life goals.” Nate became a CERTIFIED FINANCIAL PLANNERTM practitioner in 1999, and joined a national registered investment advisory firm, eventually directing branch offices in Charlotte and Seattle. He received a Master's Degree from the College for Financial Planning and is a NAPFA Registered Financial Advisor. For over two decades he has helped dentists with investment management or financial planning needs. Nate founded Financial Freedom for Dentists, now an SEC Investment Advisory firm, to provide comprehensive financial planning advice with academically validated investment strategies. Nate has spoken at several dental societies and other groups of dentists in the Pacific Northwest. He lives near the mountains just east of Seattle since 2005 where he loves spending time with his wife of 30 years and 5 children in the beautiful outdoors.
Loyd Burleson III, CFP®, CRPC
TM
Associate Financial Advisor
Creating a secure plan for his own family is what originally led Loyd to look into financial planning as a career in college. “My initial anxiety turned into a passion for helping individuals and families align their wealth to achieve their most important life goals.” After completing a Business Finance degree and an investment management internship, Loyd set his sights on working as a financial advisor with Financial Freedom for Dentists. His career path began with helping in client meetings, to becoming a CERTIFIED FINANCIAL PLANNERTM practitioner, and now working as an Associate Financial Advisor. Beyond helping clients, Loyd continues to sharpen his skills, recently receiving his Chartered Retirement Plan CounselorTM designation. “I am privileged to be surrounded by co-workers who share that same passion for comprehensive financial planning." Outside of work, Loyd is currently enrolled in a Masters in Personal Financial Planning program and is an avid sports enthusiast who loves spending time with his wife Katie and their two children.
Course Summary:
There are many tax-saving strategies associated with retirement savings that can work for
dentists. We will discuss the details of each of the following strategies:
• Health Savings Accounts (HSAs)
• SIMPLE IRA Retirement Plan
• Safe Harbor 401(k) Retirement Plan
• Safe Harbor 401(k) Profit-Sharing Retirement Plan
• Cash Balance Retirement Plan
During this presentation, we will discuss the conditions where each of these strategies works best, the logistics for using each of these strategies, and the tax benefits associated with each. To bring these strategies to life, we will show how they apply to a sample dentist. This is an interactive and engaging presentation with plenty of time for questions.
Learning Objectives:
Participants will learn about tax-saving strategies associated with retirement savings that can work for dentists, including: Health Savings Accounts (HSAs), Simple IRA Retirement Plan, Safe Harbor 101 (k) Retirement Plan, Safe Harbor 401 (k) Profit-Sharing Retirement Plan, and Cash Balance Retirement Plan.
Participants will learn about different types of retirement plan service providers.
Participants will learn about different types of fees associated with retirement plans and how to determine if they are reasonable.
The Road to Success - Avoiding Failure by Understanding Your Practice (1 CE) 6:30 - 7:30
Speaker: Jeff Gullickson, CPA: JNG Advisors Founder and Chief Advisor
Jeff is the Chief Advisor and takes the lead on all planning and operational matters — reviewing client reports, monthly client meetings, and managing tax compliance and planning. Before founding JNG Advisors, Jeff worked for several large CPA firms as a tax and audit accountant in the Northwest. Jeff wanted to offer his clients more than the traditional hourly tax preparation relationship that most accountants provide. He is now living his dream by creating long-term and comprehensive relationships with dental clients.
Jeff graduated from the University of Washington with a degree in Business Administration. He worked as a photographer on a Florida-based cruise ship, then settled down to own a successful photography business in his hometown. Jeff heard numbers calling his name and, after selling his photo studio, became a Certified Public Accountant (CPA) in 2008. He and his wife also owned a physical therapy practice in Chehalis, Washington during this time. Jeff's experience as a business owner gives him the unique experience to help clients through some of the challenges they face on a daily basis.
Jeff is based in Bend, Oregon with his wife and two children. He enjoys all that Bend has to offer, including skiing, curling, golf and mountain biking.
Course Summary and Objectives:
Participants will explore six key performance indicators to understand how to avoid failure by understanding their practice. The failure points examined include:
Bad marketing
Poor patient Experience
Inferior Practice Team
Greedy Doctor
Poor Collections
Lack of Leadership
Sponsored By:
Columbia Healthcare Banking - Platinum Sponsor
Digital System Integrators, LLC (DSI) - Silver Sponsor
Sittner & Nelson, LLC - Silver Sponsor
CCDS is an ADA CERP recognized provider approved by the Oregon Dental Association. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
CCDS is designated as an Approved PACE Program Provider by the Academy of General Dentistry. The formal continuing education programs of this provider are accepted by AGD for Fellowship, Mastership and membership maintenance credit. Approval does not imply acceptance by a State or provincial board of dentistry or AGD Endorsement. The current term of AGD approval extends from 1/16/2022 to 1/15/2027.
Information Source: Coastal Cascades Dentist Society | eventbrite

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