CDSPI-Attracting and Retaining Dental Staff and Advancing the Financial Wellness of Dentists
About this Seminar
Face the challenges of recruiting and retaining with strategies to build a dental dream team. Get
expert advice and insights about leading insurance and investment solutions specifically for the dental
community.
In this interactive presentation participants will learn:
Why Financial wellness matters to employees and why it should matter to dental employers.
How financial literacy impacts the financial wellness of your team.
Best in class financial strategies to compete for the best staff.
Retirement and estate planning and how to use corporate funds in retirement and beyond
How to unlock corporate funds tax efficiently
Presenters

Dana Scott
Investment Planning Advisor, CDSPI Advisory Services Inc.

Cindy Chiu
Insurance Advisor, CDSPI Advisory Services Inc.

Corey Button
CPA, CA, TEP,

John Wordsworth
President & CEO