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Planning Your Financial Journey (Recorded Webinar)
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American Dental Association on-demand webinar
This presentation was recorded in June 2022.

Learn from financial experts and a fellow dentist on how to better plan and be more certain about your financial decisions

This course includes a dentist and a variety of financial experts who can answer a series of finance related questions, including:
• Should I refinance with interest rates increasing?
• Is now the right time to acquire a practice loan?
• How is the current state of the world impacting the profession?

Stephen B. Dunbar III, JD, CLU
Executive Vice President of Equitable Advisors, Georgia branch

Stephanie R. Ganter, D.D.S, M.S.
Periodontal and Implant Surgery

Santo LoPorto
Senior director of Equitable Financial and client relationship manager, ADA Members Retirement Program

Alex Macielak
Business Development, Laurel Road

Diana Talpa
Vice president in commercial banking, BMO Harris Bank

Learning Objectives
• Understand the importance of measuring a practice’s marketing initiatives and patient communications efforts using real-time practice outcomes data
• Compare practice outcomes and key business metrics against industry benchmark best practices
• Optimize the value of a unified website and patient communications strategy to increase production with real-time appointment bookings, to expedite patient intake and save hours in data entry with secure online pre-registrations and to accelerate payments with convenient and secure online options
• Discover the value of leveraging their existing patient base to maximize practice performance through targeted procedure-based marketing to their ideal patients promoting their highest-value services

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