Upcoming Events


S&S Annual Yankee Dental Client Event

Thursday, January 30, 2020 from 6 pm – 9 pm

at Tuscan Kitchen, Seaport District




Join us for a fun night out after your Yankee Dental Conference classes!

Our evening will feature a wine tasting with Tuscan Kitchen’s sommelier, buffet dinner to complement our wine tasting, and opportunity for networking with your fellow dentists and practice owners.

Co-Hosted by:

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RTR financial


Do Your Financial Due DiligenceAndrew Schwartz, CPA

Saturday, February 1, 2020 from 1 am – 12 noon

at Yankee Dental Congress (Course #688SL) 

Presented by Andrew Schwartz, CPA

When presented with an opportunity to purchase a practice, a dentist can be overwhelmed trying to evaluate the volume of practice data available to determine whether to move forward with the purchase. During this course, the instructor will help attendees better understand what it means to “Do Your Financial Due Diligence.” Attendees will learn how to evaluate financial data in several practice management areas. The instructor will discuss practice management averages, metrics, and benchmarks common to practices in the area, as well as review real-world examples of how this information can be utilized as part of the due diligence process. This course is also valuable for sellers so they can learn which aspects of their practices the buyers will be evaluating when the time to sell arrives.

After this course attendees will be able to:

  • Understand the overhead for dental practices
  • Identify 11 production metrics to help pinpoint opportunities and pitfalls
  • Compare practice management numbers with similar practices
  • Build confidence in analyzing and understanding practice management data when considering purchasing a practice

Cost: Free

2 CE hours awarded

Yankee Dental Congress – Booth #1131

Thursday, January 30 – Saturday, February 1, 2020 

Stop by our Booth to receive our Show Special and meet our Dental Practice Team


Sign up now for our FREE financial boot camps. You won’t break a sweat like those gym boot camps, but you will become financially stronger and learn how to flex your money muscles!

All events are online on Wednesdays and begin at 12 noon.

How to FIRE: Strategies for Becoming Financially Independent and Retiring Early

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Recorded Wednesday, October 16

Presented by Alex Oliver, First National Corporation

With the stock market on a record long run, the FIRE movement to become Financially Independent and Retire Early has really picked up steam. Forums all over Facebook, Reddit, and other corners of the internet outline the dream: save enough so that you can live off of 4% withdrawal rates for the rest of your life. Many high income, high saving couples are able to retire as early as their 40’s with these principles! However, these financial plans need to be radically different than the traditional models. In this webinar, we will discuss what it means to FIRE, strategies to become financially independent, and areas for consideration that the online forums don’t always spend enough time talking about.