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 Away From the Chair
- February 19 and 20, 2027
- In-person · 2 days
- 8 CE Credits
No payment today. Lock in priority pricing and first access to seats.
A Dental Event That Actually Grows Your Wealth
What does Dental Wealth Mastermind mean to you?
"It means time with my family"
Dr. Stathopoulos
Past 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 the first time in years.
Dr. Anastasio
Why Dentists Come Back
Don't Just Talk About Stepping Away, Make It Happen
Actionable Steps, Not Theory
Walk away with actionable steps for your practice(s).
Limited Spots On Purpose
Limited spots for better engagement and personal interaction.
Hear From Dentists Just Like You
Dentists who have stepped away from the dental chair. Using different strategies, all have achieved the same goal of achieving independence from the dental chair.

The Outcome
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
No payment today. Lock in priority pricing and first access to seats.
In Their Words
See What Everyone's Saying
Dr. Chet Regula
Preferred Dental Group
Dr. Kristen Marino
Pequannock Valley Dental Associates
Dr. William Darr
"A very well thought out process for getting me where I wanted to go"
Dr. A
Your Speakers
Learn From Operators Who Have Built It

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.

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.
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.

Dee Gomez
DSO RCM Specialist
Dee Gomez is an accomplished dental industry veteran on an inspiring journey as she imparts practical wisdom and lessons gained from her 35-year career in the industry. As a seasoned professional and passionate leader, Dee's expertise shines through her successful management of six offices as a Regional Manager. Her ability to create a positive culture while maximizing systems and individual strengths has been instrumental in her professional journey. Through her engaging speaking style, Dee empowers dental professionals to strive for excellence and drive sustainable growth in their practices.

Eric Pook
President, Cirrus Consulting Group
Eric Pook is the President of Cirrus Consulting Group, North America's preeminent commercial real estate and office lease negotiation firm for dentists. Eric has been consulting small businesses since the late '90s with an emphasis on revenue creation and cost mitigation. He grew up in a medical entrepreneurial environment and continued that passion by starting or growing businesses throughout North America. Eric advises doctors each day on how to successfully leverage the dental office lease agreement to maximize practice value while reducing risk and liability.
No payment today. Lock in priority pricing and first access to seats.
The Agenda
Two Day Conference And Workshop
Friday and Saturday, February 19 and 20, 2027
Day 1 · Friday, February 19
8:30am to 5:30pm
- 1
The Dental Wealth Blueprint: Proven Strategies To Build Wealth, Create Passive Income and Step Away From the Chair
- 2
Align Your Team With Your Business Goals
- 3
Profitable Prosperity: How to Increase Your Practice's Profitability
- 4
Mastermind
Mastermind - 5
Top 5 Tax-Saving Strategies for Dentists
- 6
Wealth Without Money
Agenda and session times subject to change.
No payment today. Lock in priority pricing and first access to seats.
When You Attend
Get These Amazing Bonuses
$3,691 value included free with your Dental Wealth Mastermind seat
Business Plan Template
Financial Benchmark Spreadsheet
Dental Wealth Mastermind Workbook
Real Estate Investment Spreadsheet
90-Day Accountability Call
Your Seat Includes
- 2 full days, in person
- All 5 bonuses above
- 8 CE credit hours
- Mastermind hot seat sessions
Total value
$3,691
Priority list price
$799
PLUS: 8 CE Credit Hours
No payment today. Lock in priority pricing and first access to seats.
Limited spots for better engagement and personal interaction.
Zero Risk
100% Satisfaction Guarantee
After attending the program entirely, if you are not completely satisfied, we will refund your money.
Where And When
Save The Dates. We Will Handle The Rest.
When
February 19 and 20, 2027
Day 1: Friday, 8:30am to 5:30pm. Day 2: Saturday, 8:30am to 4:00pm.
Where
Venue announced soon
Priority list members hear first.
Format
In-person event
Two full days. Transportation to and from the conference is not provided.
Questions
Frequently Asked Questions
Limited Spots
Don't Just Talk About Stepping Away. Make It Happen.
Build wealth, create passive income, and master the tools to step away from the chair.
No payment today. Lock in priority pricing and first access to seats.
