AAA Planning and Risk Management for High-Net-Worth Oral and Maxillofacial Surgeons*
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- Member - $120
- Resident Member - $120
- Allied Staff Member - $120
- Professional Staff Nonmember - $240
- Other Nonmember - $240
- Practice Management CE Subscriber - Free!
- CE Subscriber (Clinical & PM) - Free!
AAA planning: Asset Location, Alignment and Alternative Investments. This session will provide insight into how asset location can increase your after-tax performance, how aligning your tax plan to your financial strategy will allow you greater flexibility now and in retirement and how alternative investments can provide income and drive long-term results. In addition, an overview of insurance and risk management techniques essential to protect your path to financial success will be provided in the context of a comprehensive financial plan.
*Indicates that this activity is approved by AAOMS for continuing dental education credit ONLY.
Learning Objectives
At the conclusion of this program, participants should be able to:
- Discuss tax efficiency and investment portfolio placement for wealth creation and income planning.
- Define accredited and qualified investor classifications and explore associated alternative investment strategies.
- Recognize the importance of portfolio design, goal setting and following a well-designed process to reach financial independence.
- Describe lump sum investment strategies from practice or real estate sales to create tax-efficient income.
- Identify essential risk management strategies to protect your path to creating wealth.
Shawn M. Johnson, ChFC, CLU, CLTC
Vice President, Business Development
Treloar & Heisel
New Castle, Pennsylvania
Disclosure(s): No financial relationships to disclose
Mark Van Drunen, CFP
Regional President & Market Lead Senior, Managing Director
MAI Capital Management
Independence, Ohio
Disclosure(s): No financial relationships to disclose
An Internet-based CDE Activity
Original Release Date: September 19, 2025
Expiration Date: September 19, 2028
Estimated time to complete this educational activity: 2.0 hour(s)
Method of participation: Self-Study
Shawn M. Johnson, ChFC, CLU, CLTC
Vice President, Business Development
Treloar & Heisel
Shawn Johnson serves as the Vice President of Business Development for Treloar & Heisel. With over 25 years of experience, Shawn has guided thousands of dentists and physicians through personal and business insurance decisions. His specialization extends to installing retirement plans, devising savings and investment strategies, and establishing comprehensive financial planning processes. His passion is to help make complex financial decisions feel manageable and personalized. As a Chartered Financial Consultant, Shawn is a member of the National Association of Insurance and Financial Advisors and the Financial Planning Association of Pittsburgh.
Disclosure(s): No financial relationships to disclose
Continuing Education Provider Approval
The American Association of Oral and Maxillofacial Surgeons 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 continuing dental education.
ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
The American Association of Oral and Maxillofacial Surgeons designates this activity for 2.0 continuing education credit(s).
AGD - Accepted Program Provider
FAGD/MAGD Credit
11/1/22-12/31/26
Provider ID# 214680
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