Save the Date – Sept 27 Annual Client Event

Please join us for our annual fall client event on Friday, Sept. 27 at Cafe Escadrille from 11 am – 4 pm.

This year we expanded the focus of our annual financial and practice management summit to include two groups of healthcare professionals:

For Mental Health Professionals- Sessions include:

  • How To Choose Your Business Entity Type
  • Strategies to becoming Financially Independent & Retiring Early
  • Estate Planning for Solo & Small Practitioners
  • Strategies to Minimize Your Office Lease
  • Ways to Improve Your Billing

For Dentists and Dental Practice Owners -Sessions include:

  • Estate Planning for Solo & Small Practice Owners
  • Legal Issues Affecting Dental Practice Owners
  • Ten Ways to Better Use Your Practice Management Software
  • Dentistry by the Numbers
  • How To Negotiate Better Rent

Included will be a delicious lunch at the Cafe Escadrille and the networking opportunity with fellow healthcare professionals.

Sponsored by Schwartz & Schwartz CPAs and First National Corporation

Please register for this informative seminar at:

Posted in 2019 August Newsletter

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