Managing Practice Wealth Summit

7405 Cobble Glen Court,Wake Forest NC 27587

07 January, 2022

Description

An Event for Practice Owners to Calibrate Practice Metrics and Practice Wealth Over the last 24 years, I have observed a reoccurring trend among most practice owners, which is incomplete data when determining the health of their wealth scorecard. This data gap is not just your practice's monetary balance sheet but an accurate blueprint that manages practice overhead, a timely transition, and goals for wealth management.  The money topic is always a bit sensitive as it seems none of us ever have enough if we are honest with ourselves. However, it is tough to find an environment where practice owners can be open about personal and professional financial pressures.