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Financial Management

OMS and Other Dental Specialists

Residents

PM17 - Future-Proofing Surgeon Wealth: Advanced Planning and Risk Mitigation

Friday, October 2, 2026
10:30 AM - 12:30 PM PDT
CE: 2.0 CDE
Recorded<br><i>This session will be recorded and available beginning Oct. 19</i>
Designed for oral and maxillofacial surgeons at any career stage, this session delivers actionable strategies to optimize wealth, minimize tax impact and safeguard their financial future. Attendees will learn how to strategically position assets, align financial goals with tax planning and leverage alternative investments for sustainable growth. The course also covers essential risk management techniques tailored to the unique opportunities and challenges faced by OMSs.

Learning Objectives:

At the conclusion of this presentation, participants should be able to:
  1. Recognize current market conditions in the context of historical investment performance.
  2. Appreciate the value of optimizing tax efficiency in investments and understand the importance of investment placement.
  3. Identify how diversification, asset allocation, asset location and the inclusion of alternative investments can strengthen investment strategy for more consistent, long-term financial outcomes.
  4. Understand the importance of comprehensive portfolio design, goal setting and formal financial planning.
  5. Identify key personal and business insurance policies that are essential components of a comprehensive risk management portfolio.