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

About Dana Scott

Investment Planning Advisor, CDSPI Advisory Services Inc.

Dana Scott provides expert financial planning solutions for the Atlantic Canadian dental community. With over 20 years’ experience, Dana specializes in wealth management, retirement, tax, and estate planning. A seasoned financial services professional, Dana enjoys presenting financial planning strategies that help clients clarify their goals, build their own unique plan, and grow and protect their personal and business assets.

About Cindy Chiu

Insurance Advisor, CDSPI Advisory Services Inc.

Cindy Chiu joined CDSPI Advisory Services Inc. in 2018 and has over 15 years of experience in the insurance industry. As an Insurance Advisor, she provides personal and professional insurance advice to help Canadian dental professionals and their families reduce their risk and protect what is important.

About Corey Button

CPA, CA, TEP,

Partner at MNP Greater St. John’s Metropolitan Area

About John Wordsworth

President & CEO

President and CEO Lengvari& Associates