⏰ HURRY! Early Bird Pricing Ends In...
BONUS: 8 CE Credits Available To Attendees
Aligned Advisors Presents:
The
"Dental Wealth Mastermind"
A 2-Day Mastermind That Will Help You Build Wealth, Create Passive Income and Master the Tools to Step Way From the Chair
September 20th - 21st, 2024
Mission Pacific Beach Resort - JDV by Hyatt
Event Sponsors
Stepping Away really changed our lives.
I know we are not done yet, but I am starting to see the light at the end of the tunnel
for thefirst time in years. I feel we are not only looking in the same direction, but actually
heading there.
Dr. Anastasio
Hear From Dentists
just like you who have stepped away from the dental chair
Using different strategies, all have achieved the same goal of achieving Independence from the dental chair.
Limited Spots For Better Engagement & Personal Interaction
Don't Just Talk About Stepping Away, Make It Happen
Walk Away With Actionable Steps For Your Practice(s)
A DENTAL EVENT THAT ACTUALLY GROWS YOUR WEALTH
What does Dental Wealth Mastermind Mean To You?
"It means time with my family" -Dr. Stathopoulos
Ready To Create Time And Money Freedom?
Join The Dental Wealth Mastermind And Master The Following:
Discover the secrets to exponential growth with The Dental Wealth Blueprint
Gain insights from other dentists who have accumulated massive wealth
Learn the strategic role of a Family Office in securing your financial future
Master strategies to increase practice profitability without compromising quality
Uncover tax-saving strategies to keep more of your hard-earned wealth
Engage in collaborative problem-solving sessions to tackle wealth building challenges
Foster a high-performance team culture that propels your practice's financial success
Develop scenario planning strategies for profitable investments and financial security
Get answers to pressing questions and leave with a clear action plan for success
Engage in productive discussions about the latest trends in buying and selling dental practices
Get these amazing bonuses
When You attend
$3,700 VALUE INCLUDED FOR FREE IN THE DENTAL WEALTH MASTERMIND WORKSHOP
$599 Value
Business Plan Template
$499 Value
Financial Benchmark Spreadsheet
$599 Value
Dental Wealth Mastermind Workbook
$997 Value
Real Estate Investment Spreadsheet
$997 Value
90-Day Accountability Call
$3,691 VALUE
Only $599!
PLUS: 14 CE Credit Hours
$3,691 VALUE
Only $799!
"A very well thought out process for getting me where I wanted to go" - Dr. A
See What Everyone's Saying
Bret Annoni
Walnut Greek Dentists
Brian & Kristen Marino
Pequannock Valley Dental Associates
Cheryl Atiga
Cheryl Atiga DDS, INC
Chet Regula
Preferred Dental Group
Jason Barth
Salina Dental Arts
Jenee Barth
Salina Dental Arts
Kaz and Ilene Uyesugi
KAZ Uyesugi DDS, Inc. DBA Uyesugi Dental
Niko Stathopoulos
San Ramon Valley Dentistry
Sia Okhovat
Okhovat Professional Dental Corp
Jonathan Moffat
DSO Owner, Dental Wealth Mastermind coach
Jonathan has developed winning strategies in dentistry for years. Jonathan took a single practice office to 8 practices within 3 years. Since then he has consulted, trained, hosted podcasts, and speaking engagements all over the United States. Jonathan has combined his expertise in business and successfully injected it in dentistry. He is on a mission to show dentists how easy it can be to turn a dental job into a dental business.
Dr Eric J Roman
CEO of fast growing, multi-location dental groups
Dr. Eric J Roman started his professional journey as a dentist, but soon became the CEO of fast growing, multi-location dental groups that generated over $200m in care during his leadership. Eric strategically led his DSO through an exit in 2019, and chose to step out of DSO leadership to pursue a more balanced life.
His next growth phase came in the form of executive coaching and thought leadership, both inside and outside the dental industry. As one of the dental industry’s most esteemed experts on team dynamics, emerging DSO operations and associate dentist development, Eric spent several years coaching a community of more than $3B in annual revenue via the Dentist Entrepreneur Organization.
After his tenure at the DEO, Eric shifted his energy toward addressing an alarming trend: data is showing that, despite the success of our businesses, entrepreneurs and their teams are continually less fulfilled in their personal lives. To solve this, Eric developed the 1LifeSystem, a simple, recurring digital retreat that delivers personal fulfillment without sacrificing professional success. Whether it’s as a founder, operator, advisor, or investor, Eric loves to put his energy toward moving our industry
forward.
Jodi Evans
Experienced dental leader driving successful business growth.
an accomplished dental industry leader and entrepreneur, with a proven track record of helping dental businesses scale and succeed. She has a wealth of experience as the former Chief Operations and Marketing Officer of Community Dental Partners, where she played a pivotal role in the company's impressive growth from 5 to 60 locations.
Today, Jodi is the founder and CEO of Revolutionary Tribes, a consultancy that specializes in helping dental leaders operationalize their businesses and achieve their goals. Her passion is empowering founders to achieve their vision their way, and she is a sought-after speaker at major conferences including Struamann Platinum, DEO, ADSO, and Amplify. Jodi is also a board member at Women in DSO, where she actively promotes the advancement of women in the dental industry.
Jodi's leadership philosophy is encapsulated in her motto: "If you want to go fast, go alone. If you want to go far, go together." With her expertise, passion, and commitment to collaboration, Jodi is a valuable asset to any dental organization looking to grow and thrive
Austin Moffat
Dental Finance Innovator & Strategist
Austin Moffat is a renowned expert in the dental accounting and fractional CFO sector, serving as the Managing Partner of DSO CFO, a specialized firm dedicated to providing comprehensive financial services to dentists, Dental Support Organizations (DSOs), and dental group practices. With a wealth of experience and a deep understanding of the financial intricacies unique to the dental industry, Austin has established himself as a pivotal figure in helping dental practices achieve sustainable growth and secure necessary funding.
In his role at DSO CFO, Austin leads a team of professionals who offer tailored financial solutions, ranging from bookkeeping and tax planning to strategic financial management and growth funding. His expertise extends to managing the financial complexities of multi-location dental practices and DSOs, ensuring they operate efficiently and profitably. Austin’s approach combines detailed financial analysis with strategic insights, enabling his clients to make informed decisions that drive their businesses forward.
Austin’s career is marked by his commitment to innovation and excellence in dental finance. He is widely recognized for his ability to streamline financial operations and enhance profitability for his clients. His leadership has been instrumental in the successful expansion of numerous dental practices, providing them with the financial clarity and support needed to thrive in a competitive market.
A sought-after speaker and thought leader, Austin frequently shares his insights at industry conferences, offering valuable perspectives on the evolving financial landscape of the dental sector. His presentations provide actionable advice on optimizing financial performance and navigating the challenges of funding and growth.
Austin brings a wealth of knowledge from his extensive experience in the field. His dedication to the dental industry and his client’s success is evident in his hands-on approach and the personalized service he delivers.
Join us at the upcoming conference to gain from Austin Moffat’s expertise and discover the strategies that can propel your dental practice to new heights of financial success.
Kevin Clayson
Co-Founder and Chief Marketing and Sales Officer of Done For You Real Estate USA (DFY),
Kevin Clayson is the Co-Founder and Chief Marketing and Sales Officer of Done For You Real Estate USA (DFY), a multi-million dollar real estate investment firm that has transformed the financial futures of thousands of families. With over 5,000 homes transacted and more than a billion dollars in successful client transactions, DFY has earned its place on the Inc. 5000 Fastest Growing Private Companies list and boasts a reputation for delivering real, tangible results.
Kevin's expertise extends beyond real estate. As a published author, his book "FLIP The Gratitude Switch" has received universal acclaim and sold copies in more than two dozen countries. His latest work, "Microwins to Millions: The Moneyball Real Estate System," is poised to redefine how people approach success, accomplishment, and real estate..
A seasoned speaker, Kevin has captivated audiences at hundreds of Youth Conferences, Business Conferences, and Religious Conferences across the United States. His insights have been featured on television, top-rated podcasts, and in the Entrepreneur On Fire Anthology Book Series alongside industry giants like Tim Ferriss and Barbara Corcoran.
Originally from the San Francisco Bay Area, Kevin served a two-year religious mission in Berlin, Germany in the early 2000’s, and went on to earn a degree in Political Science from Brigham Young University.
Beyond his professional achievements, Kevin is a dedicated family man who has coached his kids’ baseball, soccer, and basketball teams throughout their childhood. Living in Orem, Utah, with his beautiful wife and three adorable kids, he firmly believes that no professional success will ever compare to the work he does within the four walls of his home.
Dr. Musa Bahia, Level Asset Capital
Musa Bahia is a successful commercial real estate investor, a financier and active principal in a number of on-going business entities, and a well-respected Dentist. He started investing in real estate and now has over $200 Million in asset value.
Dr. Bahia will share how he built his $200 Million real estate portfolio as a dentist.
Dr. Scott Leune
Dr. Scott Leune is the founder of Breakaway Seminars and cofounder of Dental Whale. Throughout his career, Dr. Leune has opened, built, and sold numerous dental practices, has helped open more than 200 startups across the country, and currently supports over 20,000 dentists with purchasing, marketing, outsourcing, consulting, and more. Dr. Leune has been named one of the 30 most influential people in dentistry and spends his time personally training dentists on advanced practice management through his highly acclaimed Breakaway Seminars.
Dr. Leune will teach how he was able to break away from the dental chair.
Dr. Andrew Tibbitts, Tibbitts DDS & Associates
What does a doctor really want out of his practice? Dr. Tibbitts asked himself this question early on in his career. As he built his dental practice he followed a vision to make sure he gets what he wants out of his dental career. That vision was to build a system that allowed him to have a lifestyle he wanted and still have a thriving practice.
Dr. Tibbitts will teach how he built $60,000 of passive revenue in his practice.
Curtis Marshall, Dental Intelligence
Nationwide dentists have allowed Curtis Marshall to utilize his passion and skills to take their practice to the next level. With over 10 years of experience in marketing and communication, and 8 years experience in practice management, dental coaching, and operations. Dentists love the advantage they get through working with him.
Curtis will share how to systemize the operations and management of practices.
Dr. Irving Chao, Salinas Valley Dental Care
Dr. Chao from the very beginning has worked hard to achieve his practice goals. As time has gone on, he has put together people and processes to create a dental office that is self sufficient. Dr Chao has always asked himself "If I were to take myself out of the practice, how well would it run?".
Dr. Chao will share how he turned his $1 Million practice into a $9 Million practice in less than 5 years.
Dr. Christopher Sortman, Community Shores Dental
Dr. Sortman started with a single practice and over the past few years has built up a domineering nine practice group. He created a solid system, packaged that process and has now sold his group of practices to a larger DSO. Dr. Sortman has a passion for the dental field and a mastery over managing and growing a group practice.
We're excited to hear from Dr. Sortman about how he grew and sold his group practice.
Kerry Straine, CEO Straine Dental Consulting
Mr. Straine has consulted with numerous dental support organizations and dental supply companies to increase their “business of dentistry” knowledge, improve their operational efficiencies, and deliver significant financial results. Having overseen consulting services for more than 4,000 dental practices and participating in over 15,000 complimentary practice assessments, he is one of the most admired dental professionals in the entire dental industry today.
Mr. Straine is called “The Data Whisperer” in the dental analytics software field for his validated research and optimization formulas and will be sharing about practice optimization.
Where And When
Format: In-person event
Where is the conference?
Mission Pacific Beach Resort - JDV by Hyatt
201 N Myers St, Oceanside, CA 92054
Transportation to and from the conference is not provided.
Agenda for THE CONFERENCE?
Two Day Conference And Workshop
DAY 1 - September 20, 2024
Time: 8:30am - 5:30pm
Time
Session 1
Session 2
Session 3
Session 4
Session 5
Session 6
Session 7
Topic
The Dental Wealth Blueprint: Proven Strategies for Practice Growth and Personal Prosperity
The Super Team Factor: Accelerating Financial Growth in Your Dental Practice
Profitable Prosperity: How to Increase Your Practice's Profitability
Mastermind
Top 5 tax-saving strategies for dentists
Scaling Success: Family Office Solutions for Growing Dental Empires
One Life System
DAY 2 - September 21, 2024
time: 8:30AM - 2:30pm
Time
Session 1
Session 2
Session 3
Session 4
Session 4
Session 4
Topic
Small Stakes, Big Gains: Clever Strategies for Low Cost Real Estate Investing
Autopilot Earnings: Mastering the Art of Passive Income Streams
Your health is your wealth
Mastermind
Execution Excellence: Focusing on High-Impact Implementations
The Road Ahead
Where And When
Format: In-person event
Where is the conference?
Mission Pacific Beach Resort - JDV by Hyatt
201 N Myers St, Oceanside, CA 92054
Transportation to and from the conference is not provided.
Agenda for THE CONFERENCE?
Two Day Conference And Workshop
DAY 1 - September 20, 2024
Timings- 8:30am - 5:00pm
Session 1
The Dental Wealth Blueprint: Proven Strategies for Practice Growth and Personal Prosperity
Session 2
The Wealth Wisdom Panel
Session 3
The Accountability Factor: Holding Your Dental Team to the Highest Standards
Session 4
Cracking the Wealth Code: The Strategic Role of a Family Office for Dentists
Session 5
Profitable Prosperity: How to Increase Your Practice’s Profitability
Session 6
Tax-Saving Strategies for Dentists: Keep More of Your Hard-Earned Wealth
Session 7
Collaborative Problem-Solving for Dental Wealth Building (hot seat)
DAY 2 - September 21, 2024
Timings - 8:30AM - 1:00pm
Time
Session 1
The High-Performance Dental Practice: Strategies for Fostering a Culture of Excellence
Session 2
The Super Team Factor: Accelerating Financial Growth in Your Dental Practice
Session 3
Thinking Ahead: Scenario Planning Strategies for Profitable Investments
Session 4
Q&A and closing message
Satisfaction Guarantee
Refund Policy: NO REFUNDS. The Dental Wealth Mastermind is an event, similar to a rock concert. You are purchasing a ticket to attend that event’s date and time.
Cancellation Policy: If you are within 60 days of the event and you aren’t able to attend, you will be automatically enrolled into the next event free of charge. If you are not able to attend that event, you will have to purchase another ticket to attend. Monies may be applied to coaching, products or other services.
100 % Satisfaction Guarantee: After attending the program entirely, if you are not completely satisfied, we will refund your money.
Frequently asked questions
What will I get out of the DENTAL WEALTH MASTERMIND?
You will walk away from this immersive 2-day experience with:
Proven strategies to accelerate your wealth accumulation
Increased confidence in your present financial situation and future wealth potential
A clear roadmap to leverage your existing resources to build sustainable wealth with managed risk
Valuable connections with like-minded dentists who share your wealth building mindset and goals
Dental Wealth Mastermind© 2024. All Rights Reserved.