Protect & Grow
Tax‑Efficient Investment Strategies
for Dental Practice Owners
Ms. Lisa Detanna
Thursday,
February 5, 2026
6:00 pm * 2 CEU
US dental in Cerritos
ABSTRACT:
Protect & Grow: Tax‑Efficient Investment Strategies for Dental Practice Owners provides a high‑level overview of core investment and retirement planning concepts tailored to the unique financial realities of dental professionals. This session explores foundational retirement strategies and savings options, the role of tax‑efficient investing, and how thoughtful planning can support long‑term financial security during both working years and retirement. Attendees will gain perspective on balancing growth and preservation, integrating practice income with personal retirement goals, and evaluating options designed to create sustainable income over time. The discussion is intended to help dental practice owners build clarity and confidence in their long‑term financial decisions.