The concept of “normal” or “new normal” has undergone a dramatic shift post-pandemic. Being able to adapt to the new normal is essential for a dental practice’s survival, and proper financial planning is more crucial than ever in today’s ever-changing landscape. Having a solid financial plan can reduce operational anxiety, help you navigate uncertainty and seize opportunities, and stay competitive.
Watch this video to hear valuable insights from Aprio’s Dental and Wealth Management leaders on embracing change, anticipating and mitigating challenges that may arise, and investing in technology to streamline operations.
Topics include:
- Strategies to protect businesses and control costs
- Wealth generation insights for retirement
- Benefits of investing and reinvesting in technology
- Navigating economical changes with a streamlined financial plan
- Unemployment changes and wages
- And more
Featuring:
Trent Watrous, CPA, CFE, CVA, CEPA | Partner | Dental Services
Simeon Wallis, CFA | Chief Investment Officer | Wealth Management
Caroline Galbraith, CPWA®, CFP® | Director | Wealth Management