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.




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 and begin at 12 noon.

Tax Saving Strategies for Savvy Taxpayers and Small Business Owners

Friday, December 13 from 12 noon – 1 pm

Rick Schwartz CPA

Rick Schwartz CPA

Presented by Richard Schwartz, CPA

Reducing your income tax bill involves year-round planning and decision making. Start 2020 off right by learning tax saving strategies you can implement to lower your taxable income and increase your allowable tax deductions.

In this webinar, we will discuss a variety of tax saving strategies including how to get the biggest benefit from charitable giving, how to defer significant capital gain income, and how to reduce your company’s taxable “bottom line” utilizing family income shifting opportunities.

Stock Markets in 2020: What to Expect

Wednesday, January 29 from 12 noon – 1 pm

Alex Oliver

Alex Oliver

Presented by Alex Oliver, CFP, First National Corporation

After a banner year in 2019 with exceptional returns, investors are wondering how long the party can last. Fresh in everyone’s minds is just how quickly things can turn, as we saw in 2008. Tune in to hear our thoughts on the current trade talks with China, how politics or the Federal Reserve could influence markets, and a high level analysis on where valuations stand. While we wouldn’t suggest trading equities based on these thoughts, we hope to provide you with context, understanding, and patience as the year unfolds.

Health Savings Accounts: The New and Improved 401(k) Plan

Friday, February 21 from 12 noon – 1 pm

Alex Oliver

Alex Oliver

Presented by Alex Oliver, CFP, First National Corporation

Over the last 30 years, employers have transitioned away from offering defined benefit plans such as pensions to their employees. Longer lifespans simply made those plans too expensive to manage and this is where the 401(k) stepped in, allowing employees to save for themselves. Along those same lines, employers are starting to transition away from offering expensive PPO and HMO plans, instead offering “high deductible health plans” coupled with the Health Savings Account. For our clients, this is proving to be a more popular option as time goes on, ensuring they are prepared for the medical expenses they will incur during retirement. Tune in to hear all about how these work from both the employee and employer’s perspective.

SIMPLE IRA’s, 401(k), Profit Sharing Plans and Cash Balance Plans: How Do I Choose?

Wednesday, March 25 from 12 noon – 1 pm

Alex Oliver

Alex Oliver

Presented by Alex Oliver, CFP, First National Corporation

The amount of choices that a small business owner needs to make around their benefits package can be overwhelming. Retirement plans can be both simple and complex. Luckily, First National Corporation serves as the quarterback to almost 100 small business owners across 20 different custodians and TPA’s, giving us a large sample that helps point new small business owners in the right direction. Learn more about the different company profiles and sizes that we work with and how we use your financials and demographics to install the right plan for you.

How to FIRE Part 2: Distribution Strategies for an Early Retiree

Friday, April 24 from 12 noon – 1 pm

Alex Oliver

Alex Oliver

Presented by Alex Oliver, CFP, First National Corporation

In late 2018, we conducted a webinar that summarized many of the strategies necessary in order to retire in your 40’s or 50’s. In this webinar, we will discuss how to live off of your retirement accounts tax-efficiently, ensuring that you are able to stretch your dollars for the increased time horizon. Included in this webinar will be the use of HSA’s during retirement, Roth conversions, step up in basis on taxable accounts, and how charitable contributions or leaving an inheritance behind may factor into your plan.