2019 Webinar - Five Ways to Rate Your CPA's Effectiveness

• Andrew Tucker, JD, CPA, CFP®, MTWM

2018 Webinar - New in Practice? Critical Financial Strategies for Success

• Mr. Brad A. Kucharo, CPA, CFP

2017 Webinar - Student Loans: Controlling the Cash Flow

• Andrew Tucker, JD, CPA, CFP®, MTWM

2016 Webinar - Key Performance Indicators for Orthodontic Practices

• Andrew Tucker, JD, CPA, CFP®, MTWM

2016 AAO Webinar - Do I Have a Comprehensive Financial Plan?

• Eric S. Studley, DDS

2016 AAO Webinar - Deadly Sins of Investing - Simple Mistakes that Cost Doctors Millions

• K. W. Poe, CFP

2016 AAO Webinar - Estate Planning: How to Create a Bullet Proof Estate Plan to Protect your Personal and Business Assets

• Ali Oromchian, JD, LLM

2015 Webinar – Banking on the Future - Bridging the Gap Between You and Your Bank

• Stephanie B. Velasquez
• Derek Norton

2015 Webinar – Planning for Financial Independence

• Mr. Brad A. Kucharo, CPA, CFP

2015 Webinar – Prelude to a Transition: What to Consider Before Choosing a Transition Pathway

• Jonathan Martin, CPA