Financial Planning and Investments

Dental 401(k) Plans: Keep Your Best People and Lower Costs, Risk
In recent years, modern 401(k)s have emerged which are a dramatic improvement over 401(k) plans of the past. This course will inform you of the questions to ask your current 401(k) provider to ensure...
Mitch Tuchman
CE Credits: 1.75
One F/T Employee Per $200,000 Collections?
The more things change, the more they stay the same … and relevant. More than a decade ago, Townies were having trouble figuring out how many employees their practice needed—and having even more...
December 2022
The Dental 401k Plan
This article details how dental practice owners can implement and manage a best-of-breed 401(k) plan. This includes methods to achieve lower costs and better returns, and how to reduce personal legal...
Mitchell Tuchman
CE Credits: 1.5
Townie Poll: Finance
With our monthly poll, you can see how other practices operate, what works, what doesn’t and how orthodontics is evolving. The information we gather each month helps us measure trends in the...
November 2022
Storage Facilities
Certified public accountant Hunter Satterfield says during periods of inflation or high interest rates, where orthodontists should keep their money depends on where their priorities lie. When...
by Hunter Satterfield, CPA
October 2022
Your Retirement Number in Two Hours. Filmed LIVE at Townie Meeting!
The main word used by those attending or viewing this course is “relief.” In this course the first thing done is solving one's retirement number. Via worksheets (which one should print first), one...
Dr. Doug Carlsen
CE Credits: 2
Personal Disability Insurance: What Every Dentist Needs to Know
If you ask most dentists what their most valuable asset is, they will usually talk about their home or their practice. Occasionally, there might be an investment or retirement account that is...
Ivan M. Kirshner, DDS
CE Credits: 1
Play Your Cards Right
Dr. Jason Annan has been leveraging his office overhead costs to earn hundreds of thousands of credit card rewards points, then converting the points into truly valuable assets. This Townie shares...
by Dr. Jason Annan
May 2022
Poll: Personal Finance
This month's poll focuses on personal finance: Townies weigh in on staff 401(k)s, adviser fees, financial CE, cryptocurrency, retirement and more.
October 2021
How’s Your (Financial) Health?
In this financial health checkup, Scheduling Institute founder Jay Geier discusses the three most important areas of an orthodontic practice that owners need to invest in for positive returns.
by Jay Geier
September 2021
4 Common Financial Mistakes Made by Orthodontists
Judson Crawford, a financial advisor at Cain Watters, identifies four common financial mistakes made by orthodontists and the steps they can take to make the most of their practices even after the...
by Judson Crawford
May 2021
Poll: Finance
With our monthly poll you can see how other practices operate, what works, what doesn’t and how dentistry is evolving. The information we gather each month helps us measure trends in the profession....
April 2021
5 To Grow On: Part 2
The final installment of this series with the Scheduling Institute’s Jay Geier discusses strategies involving space and equipment, clinical duplication and financial discipline, which require...
by Jay Geier
January/February 2021
Townie® Poll
Which area is most challenging for your office?

Sally Gross, Member Services Specialist
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