2016 Annual Meeting: http://www.aaoms.org/meetings-exhibitions/annual-meeting/98th-annual-meeting/

A 10-Point Financial Check-Up for Oral Surgeons

Thursday, September 22, 2016
8:00 AM-10:00 AM

Surf CD (Mandalay Bay Convention Center)

Ticketed This is a Practice Management Day Pass Session.
  • P803 Jeffrey Wherry.pdf (1.3 MB)
  • Speaker:

    Jeffrey E. Wherry CFP, CLU, AIF
    New Castle, PA, USA

    CDE/CME Offered: CDE

    CE Credit Hours: 2.00


    Managing money can be difficult; however, implementing a common sense, systematic plan can yield great results. The speaker will simplify complicated financial concepts and discuss 10 basic techniques for long-term financial success.

    Learning Objectives
    1. Analyze the key financial concepts for money management, including cash flow planning, tax and retirement plans, retirement income protection and estate planning;
    2. Implement financial planning strategies in a systematic manner that can be managed with the limited time an OMS has available; and
    3. Utilize the right metrics to measure progress towards financial goals.