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Online Lectures

AAO Winter Conference 2022 - Wrap-up Remarks / Financial Decisions Orthodontists Must Get Right

Jan 30, 2022 9:55am ‐ Jan 30, 2022 11:00am

Credits: None available.

Standard: Free


In this lecture, orthodontic practice owners will learn the keys to both business and personal financial success. This lecture will dive into the secrets of knowing, understanding and using key performance indicators to build a high performing, efficient and profitable orthodontic office. The lecture will also teach how to use the profits of your practice to create financial freedom by understanding both tax opportunities and business transition planning.

Learning Objectives:

  • Identify and compare your key performance indicators to your peers.
  • Properly utilize tax environments to build wealth and lower taxes.
  • Implement techniques and a path to maximizing your practice value whether selling to another orthodontist or a DSO.



  • Dan Wicker, CPA, PFS, RIA : Stock Shareholder (Cain, Watters & Associates, LLC)


  • 1.00 - CE

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