Getting your CPA, financial planner and other professionals all on the same team…your team!
For the last 16 years, Charles Loretto has been an Investment Advisor Representative with Cain Watters and Associates. Each week, he presents to dental schools, residency programs, study clubs, dental symposiums and state and national dental meetings. He works daily with dentists and other healthcare providers to carefully choose the financial team that will guide their practices and manage their personal finances. He is also the founder of National Dental Placements, a CWA affiliate company that assists doctors in buying, transitioning and valuation of a practice.
To help us assemble the criteria for organizing your total financial team, we welcome Charles Loretto as our Crown Council Mentor of the Month.
Exiting The Practice...What Every Dentist Needs to Know
”Best Doctor To Work For” with Dr. Heather Walker
”Treating People, Not Patients” with Dr. Michael Sonic
”Be The Man” with Dr. Jeff Buske
”Top Ten Under Ten” with Dr. Andrew Tonelli
”Lifetime Qualified Team Member” Lisa Valencia
”Building a Culture of Success in Your Team” with Dr. Jessica Perkins
”How To Lead Your Business” with Julie Charlestein, CEO of Premier Dental Products
Outstanding Individual Achievement Award | Dr. Brandon Robison
A Mobile Dental Company with Dr. Sterling Stalder
Mentor of the Month #109: Dr. Chelsea Gonzalez ”Team of the Year”
Kid’s Tooth Team with Dr. Alex Otto
Young Dentist of the Year: Dr. Cherish Dunshee
Humanitarian Team of the Year with Dr. Joe Baggett
Most Innovative Dental Team: Dr. Yahya Mansour & Rodeo Dental
The Libby Group: Voted ”Team of the Year” 2022
Voted Best Doctor to Work For - Dr. Karen Williamson
”Finding A Mastermind”
“Build Your Brand As An Associate”
”Joining a Group Practice” with Parkcrest Dental Group
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