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.
Dr. Arun Garg "The Implant Specialist"
JACK FAIRCHILD "Immune Support"
Barbara Freet "COVID-19 HR Decisions"
Dr. Kris Heap "Best Doctor to Work For"
Barbara Freet "Show Me The Money" (Compensation Paid Correctly)
Katie Poulsen "A Dental Hygienist Story"
Joseph Michelli "The Airbnb Way"
DR. KEN CHAPMAN "On Being a Dentist"
Coach Bob Hurley "The Miracle at St. Anthonys"
Dr. David Hornbook & Josh Walker "Stop Communicating With Your Lab"
Adam Watts "In Pursuit Of Medical Real Estate"
DR. MICHELLE COLES JORGENSEN "Healthy Mouth, Healthy You!"
Young Dentist of the Year - Dr. Erin Beveridge
Dr. Lorin Berland "What patients don’t know about removable prosthetics"
Jon Acuff "Finish"
Joseph Grenny "Crucial Conversations"
Lane Anderson "10 Changes Affecting Your Search Marketing"
Dr. Dennis Wells "20 Things That Have Made Me A Better Dentist"
Steven J. Anderson "The Common Denominator of Success"
Dr. Howard Hindin & Steve Anderson "The Future of Airway Health in Dentistry and Medicine"
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