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Financial Management

OMS and Other Dental Specialists

Residents

Professional Staff

PM20 - AAA Planning and Risk Management for High-Net-Worth Oral and Maxillofacial Surgeons

Friday, September 19, 2025
1:30 PM - 3:30 PM EDT
Location: Room 143ABC, Walter E. Washington Convention Center
CE: 2.0 CDE
Recorded<br><i>This session will be recorded and available beginning Oct. 6.</i>
AAA planning: Asset Location, Alignment and Alternative Investments. This session will provide insight into how asset location can increase your after-tax performance, how aligning your tax plan to your financial strategy will allow you greater flexibility now and in retirement and how alternative investments can provide income and drive long-term results. In addition, an overview of insurance and risk management techniques essential to protect your path to financial success will be provided in the context of a comprehensive financial plan.

Learning Objectives:

At the conclusion of this presentation, participants should be able to:
  1. Discuss tax efficiency and investment portfolio placement for wealth creation and income planning.
  2. Define accredited and qualified investor classifications and explore associated alternative investment strategies.
  3. Recognize the importance of portfolio design, goal setting and following a well-designed process to reach financial independence.
  4. Describe lump sum investment strategies from practice or real estate sales to create tax-efficient income.
  5. Identify essential risk management strategies to protect your path to creating wealth.