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Take Charge: Own Your Personal and Professional Future

  • Casco Bay Study Club 254 Western Avenue South Portland, ME, 04106 United States (map)

James Kachmar: Disability Insurance Considerations for Soon-to-be Practice Owners and Young Dentists

Upon completion of this course, attendees should be able to:

  • Understanding the difference between overhead expense disability insurance and individual disability insurance

  • Understanding key terms of disability insurance policies

  • True own occupation

  • Non-cancellable and guaranteed renewable

  • Understanding different riders for your disability insurance plan

  • Important considerations when applying for a disability plan and where it all fits in for the banks


Robert Westhoven: Practice Finance…and the Other Things They Don’t Teach in Dental School

This course will detail the banking profile of the modern dental professional. From managing the blurred lines between personal and professional finance to aligning your organizational structure with your succession plan, this interactive discussion will highlight key resources to ensure intentional financial results for the private practice entrepreneur.

Topics Covered: Current Economic Market Discussion, Banking Technology, Financing a Dental Business Acquisition, Real Estate Financing, Business Advisory

Upon completion of this course, attendees should be able to:

  • Provide private practice entrepreneurs with access to resources to support the needs of their Practice, Family and Future.


Veronika Kreckova: Dentist and Lab Communication: We Can All Do Better!

This course aims to address the challenges in communication between dental offices and dental labs. It will emphasize the improvement of communication and finding mutual understanding to achieve successful outcomes for patients and dentists. Additionally, the course will cover strategies for creating successful outcomes through effective and efficient communication between dental labs and dental offices.

Upon completion of this course, attendees should be able to:

  • Effectively communicate, prevent communication, and establish clear responsibilities and leadership within a dental lab or dental office

  • Establish constructive criticism techniques for both parties involved to enhance outcomes

  • Master the skill of accurately completing a lab script and comprehending the required information for a prescription

  • Enhance organization abilities and gain a comprehensive understanding of timelines and turnaround times within the dental laboratory

Earlier Event: April 25
New England Regional Seattle Study Club