Products

2017 Webinar - Office Design: Creating a “Wow” Welcome!

2017 Webinar - Office Design: Creating a “Wow” Welcome!

Credits: None available.

Joyce Matlack will present tips for creating a welcoming space from reception to checkout. Whether you are building a new office or looking for fresh design ideas to increase the level of your welcome, you will find great ideas for reception layouts, styling and amenities, setting up your TC rooms, on deck ideas, welcoming patients and parents into the orthodontic bay and for check out treats and prizes.

After this lecture you will be able to:

1.) Explain how to make your space welcoming for both new and existing patients.
2.) Discuss how to make small changes in your existing office that will make a big difference.

Joyce Matlack has specialized in orthodontic and dental office planning and design since 1988. She has designed over 580 orthodontic offices and over 250 multidisciplinary dental offices. As a licensed interior designer, and dental hygienist, Joyce brings a unique depth of expertise to your project. Joyce’s portfolio speaks to the value she places on flow, function and aesthetics as well as the individuality of each doctor. Her focus is on creating the perfect match of facility to practitioner and practice. Speaking at conferences and dental graduate programs throughout the country, and contributing to newsletters, design manuals, articles and online resources, Joyce keeps her finger on the pulse of today’s doctor and practice needs while putting great value on educating and assisting doctors who will be industry leaders for years to come. Joyce is a talented team leader, design innovator and nuts and bolts project manager, ensuring that every project MVD takes on is of outstanding quality.

Speaker Disclosure:
Consultant: Matlack Van Every Design

Length of session:
The session is scheduled for 90 minutes.

Continuing Education:
Each participant who completes the Webinar will earn 1.5 CE for the entire session.

Continuing Education Disclaimer:

This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.

American Association of Orthodontists is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual lectures or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at ADA.org/CERP.

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2017 Webinar - Student Loans: Controlling the Cash Flow

2017 Webinar - Student Loans: Controlling the Cash Flow

Credits: None available.

It is no secret that the ever increasing student loan debt is the greatest threat to financial prosperity for orthodontists all across the country. In this presentation, we will discuss the facts, myths, and intricacies of student loans, both federal and private. In addition, we will review when and how to begin saving for retirement while carrying student loan debt. Finally, we will also discuss how to manage student loan repayment with practice purchases and personal living expenses.

After this lecture you will be able to:

1.) Identify when to focus on savings and went to prepay student loan debt.
2.) Identify when it is appropriate to refinance federal student loans through private refinancing.
3.) Discover ways to shift nondeductible student loan interest to become tax-deductible.

Andrew Tucker is an associate with John K. McGill & Co., Inc. He is a licensed attorney in the State of North Carolina and has been admitted for practice before the United States Tax Court. He is also a Certified Financial Planner™ (CFP®). At the McGill and Hill Group, he brings his rich experience of tax and business advising exclusively to the dental profession. Prior to joining the McGill & Hill Group, Mr. Tucker practiced law as a tax and wealth planning attorney, where he counseled high-net-worth individuals on sophisticated tax planning and wealth preservation strategies. Before practicing law, Andrew served as a financial planner for tech entrepreneurs in heart of Research Triangle Park in Raleigh-Durham, NC where he advised entrepreneurs on tax strategies for rapid-growth companies.

Speaker Disclosure:
Consultant: John K. McGill & Co.

Length of session:
The session is scheduled for 90 minutes.

Continuing Education:
Each participant who completes the Webinar will earn 1.5 CE for the entire session.

Continuing Education Disclaimer:

This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.

American Association of Orthodontists is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual lectures or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at ADA.org/CERP.

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Speaker(s):


2016 Webinar - The Social Six: Strategies and Techniques for Engaging & Growing Your Online Presence

2016 Webinar - The Social Six: Strategies and Techniques for Engaging & Growing Your Online Presence

Credits: None available.

In this webinar, Dr. Kyle Fagala will discuss best practices for the social media sites Facebook, Twitter, Instagram, YouTube, Google+ and Snapchat. Learn how to create high-quality content for social media that will engage your current and prospective patients.

After this lecture you will be able to:

  1. Apply the basics and best practices for the major social media sites;
  2. Explain how to effectively tell your practice story on social media.

Dr. Kyle Fagala is the owner and orthodontist at Saddle Creek Orthodontics, with two locations in Germantown and Collierville, Tennessee. He graduated in May of 2013 with a certificate in orthodontics and a master's degree in Dental Science for his thesis on three-dimensional imaging of the airway. Dr. Fagala is the course director and lecturer of Development of the Occlusion, a class for 1st year dental students at the University of Tennessee Health Science Center. He is also co-founder of the digital marketing agency Neon Canvas and host of the web series, The Digital Orthodontist.

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2016 Webinar - Key Performance Indicators for Orthodontic Practices

2016 Webinar - Key Performance Indicators for Orthodontic Practices

Credits: None available.

As an owner, do you ever feel as if you are running your practice without any immediate feedback? Do you wish you had a better understanding of how you are performing and improving? In this webinar, we will discuss the key performance indicators of an orthodontic practice. We will review how to measure treatment efficiency, determine the efficacy of your marketing and treatment conversion, and how to determine your office overhead. Most importantly, we will review how to find pain points with the information, so that you can take immediate action for improvement.

After this lecture you will be able to:

  1. Identify the key metrics that illustrate treatment efficiency in your practice.
  2. Discuss the marketing and sales process of orthodontics, and how to identify weaknesses.
  3. Determine overhead in the practice based on specific categories and how to identify issues.

Andrew Tucker is an associate with John K. McGill & Co., Inc. He is a licensed attorney in the State of North Carolina and has been admitted for practice before the United States Tax Court. He is also a Certified Financial Planner™ (CFP®). At the McGill and Hill Group, he brings his rich experience of tax and business advising exclusively to the dental profession. Prior to joining the McGill & Hill Group, Mr. Tucker practiced law as a tax and wealth planning attorney, where he counseled high-net-worth individuals on sophisticated tax planning and wealth preservation strategies. Before practicing law, Andrew served as a financial planner for tech entrepreneurs in heart of Research Triangle Park in Raleigh-Durham, NC where he advised entrepreneurs on tax strategies for rapid-growth companies.

Speaker(s):


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

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

Credits: None available.

A comprehensive approach to financial planning is very similar to a comprehensive approach to treatment planning a dental patient. Dr. Studley's specific background in both dentistry and the insurance/financial security industry gives him a unique perspective on the insurance and financial planning needs of dentists throughout a dentist's career - From Residency to Retirement™.

After this lecture you will be able to:

  • Discuss the necessary steps used to create a comprehensive financial plan;
  • Describe the benefits of a comprehensive financial plan.

Speaker(s):


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

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

Credits: None available.

Did you know that most doctors lose 2-3% in annual returns due to inefficient investment strategies? This may not sound like much now…but it can add up to millions of dollars over the course of a doctor’s dental career. We will discuss today’s complex investment environment and how doctors can improve their investment results.

After this lecture you will be able to:

  • Identify tax efficient investment and planning strategies;
  • Explain the different types of investment professionals and associated fees;
  • Discuss how to avoid emotional decisions and monitor your investment performance.

Speaker(s):


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

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

Credits: None available.

The lifetime protection of personal assets, such as homes and retirement plans, is a key concern of many dentists. Effective asset protection requires the timely implementation of the proper legal technique and the well-informed operation of such strategy – and does not involve hiding assets, committing fraud or perjury, or engaging in fraudulent transactions. This seminar will highlight available statutory exemptions, traditional planning techniques and advanced estate planning instruments as a means by which to legitimately protect assets from future potential creditors.

After this lecture you will be able to:

  • Discuss probate, wills and powers of attorney;
  • Gain an overview of trusts: testamentary trusts, revocable ("living") trusts, irrevocable asset protection trusts and irrevocable life insurance trusts;
  • Explain how to protest your assets from creditors;
  • Explain how best to structure trusts in advance of selling your practice to minimize taxes and liability.

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2015 Webinar – Planning for Financial Independence

2015 Webinar – Planning for Financial Independence

Credits: None available.

This course will provide debt reduction, tax and financial planning strategies. Using these proven strategies, Brad Kucharo will explain how you can avoid costly mistakes through proper planning in order to achieve short and long-term financial goals. Application of these personal and practice tips over the course of your career will help you reach financial freedom.

After this lecture you will be able to:

  • Explain the utilization of tax savings strategies;
  • Develop a plan for annual funding of retirement plans and IRAs;
  • Assess long-term planning goals for successful retirement;
  • Manage and reduce debt.

Speaker(s):


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

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

Credits: None available.

Few decisions in your life will have as large of an impact as your practice transition, both qualitatively and quantitatively. Given this, whether buying or selling a practice, it is never a good idea to put the cart before the horse and pursue a transition before appropriately planning. Further, many transition plans suffer, and sometimes fall apart, due to an inability or unwillingness to understand the other party’s requests, concerns and/or demands. This webinar will discuss, from both a buyer and a seller’s point-of-view, issues that need to be addressed and decisions that need to be made prior to transitioning into the next phase of your career. Explore real world examples of conflict between buyer and seller and what you can do to prepare for, and avoid, such issues.

After this lecture you will be able to:

  • Discuss associate compensation from both an employee and an employer standpoint.
  • Identify the appropriate representatives that buyers and sellers should have involved in their transition.
  • Discuss financing options, and how these may impact your planning.
  • Determine what to do and what not to do to get the most value out of your practice sale.

Speaker(s):


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

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

Credits: None available.

This course is for those who are just starting their practice, purchasing or buying into a practice or growing a practice through acquisition of equipment or property. The course will cover writing a successful business plan that will assist in securing bank financing or investor financing. The keys to developing a long term relationship with a bank will also be discussed.

After this lecture you will be able to:

  • List what a bank is looking for in a financial plan.
  • Explain appropriate financial reporting.
  • Explain how to develop a relationship with a bank/banker that grows along with your business.