Presented at DE Principles of Practice Management Conference 2023 in Las Vegas, Nevada.
Attend live? Click here to claim your credits.
Billionaires have built family offices for years to manage their wealth. Now dentists can utilize these same strategies to create wealth for themselves and their family. Learn the infrastructure, tactics, and strategies that will help you accelerate your wealth and make it sustainable.
Learning Objectives
- Learn the key steps to building the people and the process to create a family office structure for you and your family.
- Discover tax and asset protection strategies that can save you money and protect what you are building.
- After this session, you will have specific tactics to implement as well as a vision for what your wealth future could be.
About the Presenter
Jim Dew is the CEO and Founder of Dew Wealth Management. He has twenty-seven years of experience building virtual family offices for entrepreneurs and is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor®. Jim is also known for speaking and has shared the stage with influencers like Ed Mylett, Robert Kiyosaki, and Tim Grover. He has been a guest on podcasts like Entrepreneurs On Fire and Business Lunch. He has been featured in Inc, Entrepreneur, and Huffington Post magazines and is the author of “Beyond a Million: The Entrepreneur’s Playbook for Expanding Wealth, Freedom, and Time.”
Course Content
Course Includes
- 1 Lesson
- Course Certificate
CE credit(s): 1.5
Course Type: Live Conference
Published Date: October 13, 2023
This continuing education (CE) activity was developed by Endeavor Business Media with no commercial support.
This course was written for dentists, dental hygienists, and dental assistants, from novice to skilled.
Educational methods: This course is a self-instructional journal and web activity.
Provider disclosure: Endeavor Business Media neither has a leadership position nor a commercial interest in any products or services discussed or shared in this educational activity. No manufacturer or third party had any input in the development of the course content.
Requirements for successful completion: To obtain 1.5 CE credits for this educational activity, you must pay the required fee, review the material, complete the course evaluation, and obtain an exam score of 70% or higher.
CE planner disclosure: Laura Winfield, Endeavor Business Media dental group CE coordinator, neither has a leadership nor commercial interest with the products or services discussed in this educational activity. Ms. Winfield can be reached at lwinfield@endeavorb2b.com.
Educational disclaimer: Completing a single continuing education course does not provide enough information to result in the participant being an expert in the field related to the course topic. It is a combination of many educational courses and clinical experience that allows the participant to develop skills and expertise.
Image authenticity statement: The images in this educational activity have not been altered.
Scientific integrity statement: Information shared in this CE course is developed from clinical research and represents the most current information available from evidence-based dentistry.
Known benefits and limitations of the data: The information presented in this educational activity is derived from the data and information contained in the reference section.
Registration: The cost of this CE course is Free for 1.5 CE credits.
Cancellation and refund policy: Any participant who is not 100% satisfied with this course can request a full refund by contacting Endeavor Business Media in writing.
Provider information:
Dental Board of California: Provider RP5933. Course registration number CA code: 1.5 -5933-22212. Expires . “This course meets the Dental Board of California’s requirements for 1.5 units of continuing education.”
Endeavor Business Media is a nationally approved PACE program provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
11/1/2022 to 10/31/2024.
Provider ID# 320452
AGD code: 550
Endeavor Business Media is designated as an approved Provider by the American Academy of Dental Hygiene, Inc. #AADHPNW (January 1, 2022–December 31, 2024). Approval does not imply acceptance by a state or provincial Board of Dentistry. Licensee should maintain this document in the event of an audit. AADH code:
Endeavor Business Media is an ADA CERP–recognized provider.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of dental continuing education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
Concerns or complaints about a CE provider may be directed to the provider or to CERP at ada.org/goto/cerp.
