Upcoming Events


S&S Annual Fall Client Seminar

Friday, Sept. 27 from 11 am – 4 pm

at Cafe Escadrille, 26 Cambridge St, Burlington

Two Tracks This year:

For Mental Health Professionals -Sessions include:

  • How To Choose Your Business Entity Type
  • Strategies to becoming Financially Independent & Retiring Early
  • Estate Planning for Solo & Small Practitioners
  • Minimizing Your Office Lease
  • Improving Your Billing

For Dentists and Dental Practice Owners -Sessions include:

  • Estate Planning for Solo & Small Practitioners
  • Non-compete Agreements for Dentists
  • Ten Ways to Better Use Your Practice Management Software
  • Dentistry by the Numbers
  • How To Negotiate Better Rent

Included in our day will be a delicious lunch and networking opportunity with fellow healthcare pros.

Sponsored by Schwartz & Schwartz CPAs and First National Corporation


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


Wednesday, October 16, 12 noon – 1 pm, Online

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.