Transitions Growth And Wealth Management
Our most comprehensive Continuing Education workshop yet.
Connect your personal finances and practice economics for the ultimate success. Mercer Advisors’ Transitions, Growth and Wealth Management workshop is designed exclusively to combine the personal and professional strategies you need to reach your financial goals, live your ideal life and retire in comfort. Topics include transition strategies, practice growth, financial planning and successful investing.
Implement a transition, grow your practice, fund your retirement… and earn 20 CE credits tuition-free.
Learn how to:
- Create consistent and reliable financial growth in order to increase your practice profitability and to fund your life goals
- Implement a well-planned transition strategy designed to accelerate practice growth today and establish a rewarding exit strategy in the future
- Build a comprehensive financial plan that integrates both your personal and practice goals, helping you to realize your economic and life dreams
- Increase your investment return, reduce risk and manage your tax exposure efficiently
Solving the Dentist's Dilemma
Most dentists — even those who already have substantial savings — will not be able to maintain their current lifestyle during retirement without comprehensive and careful preparation and planning.
Mercer Advisors' Transitions, Growth and Wealth Management workshop can help you to increase your practice production, creating opportunities to invest in new equipment, fund life goals and save for retirement.
No matter where you are today — with a few more years to go or with time on your side — you can increase the likelihood of living your dream and enjoying a successful retirement by implementing the strategies introduced at this workshop.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
