Saskatchewan Oral Health Convention
MAKE MORE, KEEP MORE with Lisa Philp and CDSPI
Discover how successful dentists have built risk-averse plans to weather crises and own their freedom to transition to the lifestyle they want in retirement.
- Areas of focus for a high-performing profitable practice.
- Goal setting and how this creates results in the top line.
- How the team and patient base make up 80% of goodwill value.
Shane Dewling, BA, CFP®, FMA, Investment Planning Advisor, CDSPI Advisory Services Inc., joined CDSPI in 2015 as an Investment Planning Advisor for dental professionals and their families. He provides investment planning expertise in the areas of tax planning, estate planning, retirement and wealth management. Shane is also well versed in helping dentists leverage their business assets through the incorporation or sale of their dental practice.
Shane, who holds both the Certified Financial Planner® professional (CFP®) and Financial Management Advisor (FMA) designations, is a wealth management specialist with over 20 years of experience working with High Net Worth (HNW) clients, such as physicians, accountants, lawyers, and dentists. For much of his career, he worked with a national firm serving medical professionals and their families.
Contact Shane: https://www.cdspi.com/about-us/shane-dewling/
Lisa Philp is a dental industry leader, author, advisor, coach and speaker. She is the Chief Visionary Officer of Transitions Group; a premier full service dental practice management company serving dental professionals at all stages of their career from graduation to retirement.
Lisa is an eternal student of learning and growth and a natural change agent that can adapt and reinvent as needed. She is a published author and sought-after international keynote speaker and trainer. Lisa has been on Dentistry Today’s top 100 speakers list for over 10 years. Her proven practice management methods and strategies have built, grown, and transitioned thousands of dental professionals over the past 20 years.