Estate Planning and Retirement Strategies

Planning For Your Next Chapter: Estate Planning and Retirement Strategies

Thursday, March 5
5:00 - 6:30 pm

Speaker: Jennifer Goode, JD

With this presentation, we will cover essential estate planning strategies for dental practice owners preparing for retirement. Topics will include how best to leverage tax-deferred accounts to save for retirement and mitigate ordinary income tax, liquidity considerations for those considering selling or otherwise leaving practice, and the role of philanthropy in developing a personal legacy. 

Upon completion of this presentation, participants should be able to: 1) discuss the role liquidity plays in planning for retirement; 2) provide an overview of the various tax-deferred retirement saving vehicles; and 3) describe foundational estate planning and its components. 

A wine and cheese reception will precede the presentation.
This session is complimentary. Pre-registration is required. 

Sponsored by the Osseointegration Foundation