MFP Events

MFP Events

Managing Debt and Cash Flow in the Practice
and
Benchmarks for Monitoring your Personal Finances
Speaker:  Sharon Weaver, CFP®, AWMA®
Location:  Topeka District Dental Society

What Your Tax Return Can Tell You; Using your Tax Return Like an X-Ray of your Finances 
Speaker:  Sharon Weaver, CFP®, AWMA®
Location: Swiss Re

The Underside of Money - The Impact of Early Messages on Money Behavior 
Speaker:  Tonyia Kennedy, MSW, MBA
Location:  Financial Therapy Association Annual Conference, Nashville

Debt Management
Speaker:  Sharon Weaver, CFP®, AWMA®
Location:  Dental Study Club, Asheville, NC

Managing debt is a highly important but often neglected component of financial planning. Sharon will talk about evaluating debt and creating intentional debt strategies for dentists and their practices.  The ideal debt structure should enable a practice owner to produce enough free cash flow to reduce his debt and still allow him to sustain or improve his lifestyle, pay taxes and save for retirement.   Sharon believes that the sale of your practice shouldn’t just pay off your loans, but should reward you for the value built through your life’s work.


Financial Fridays:  Key Performance Indicators (KPI) for your Personal Finances
Speaker:  Sharon Weaver, CFP®, AWMA®
Location:  First Citizens Bank, Kansas City

Many dentists track KPI in the practice but few know what to track in their personal financial life.  Sharon will discuss benchmarks not just for investments but for overall financial wellbeing.  Using benchmarks and rules of thumb will help you increase awareness and knowledge, and monitor improvement.  


Financial Fridays:  Maximizing Cash Flow in the Dental Practice
Speaker:  Sharon Weaver, CFP®, AWMA®
Location:  First Citizens Bank, Kansas City

Topics will include eight reasons tracking cash flow is important, how to create an effective cash flow forecast and special considerations for tracking and maximizing cash flow in dental practices.  

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved