Keys to Successful Retirement Planning* - On Demand Access
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- Member - $265
- Resident Member - $265
- Allied Staff Member - $265
- Professional Staff Nonmember - $265
- Other Nonmember - $265
Getting to a successful retirement on one’s terms is the No. 1 financial goal for many AAOMS members. Qualified retirement plans – such as pensions, profit-sharing plans and 401(k)s – are powerful tools to help achieve this goal. However, while popular, they are often misused by practices or implemented sub-optimally. Non-qualified plans can be even more powerful tools, yet few practices implement them. This 90-minute webinar explains the pros and cons of both at a high level with examples. With these tools and others, participants can figure out if they are on track for their retirement goals.
*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:
- Evaluate the right type of qualified plans that may make sense for the practice.
- Assess the relative pros and cons of a non-qualified plan vs. a qualified plan.
- Identify potential liability issues in their qualified retirement plans.
An Internet-based CDE Activity
Original Release Date: May 31, 2023
Expiration Date: May 31, 2026
Estimated time to complete this educational activity: 1.5 hours
Method of participation: Self-Study
David B. Mandell, JD, MBA
David B. Mandell, JD, MBA, is an attorney and principal of the nationally known wealth management firm OJM Group, LLC. Mr. Mandell is an author or co-author of more than 15 books written specifically for doctors – including Risk Management for the Practicing Physician and Wealth Planning for the Modern Physician: Residency to Retirement. He has written articles for more than 100 publications, including over 30 medical specialty periodicals. Mr. Mandell has presented on asset protection and tax planning at annual meetings of national medical associations, including the American Association of Neurological Surgeons and the American Academy of Dermatology. Mr. Mandell received his law degree from the UCLA School of Law and earned an MBA from UCLA’S Anderson School of Management.
Disclosures: No relevant financial relationships were disclosed.
Michael Lewellen, CFP
Michael Lewellen, CFP, is an experienced financial planner who has worked with OJM Group clients for more than 16 years. In his role as Director of Financial Planning, Mr. Lewellen coordinates all areas of OJM’s multidisciplinary expertise to help clients make educated decisions in each planning area to achieve their long-term financial goals. Mr. Lewellen is a contributing author of the financial resources Wealth Planning for the Modern Physician: Residency to Retirement and Wealth Management Made Simple along with writing more than a dozen articles on retirement planning, insurance and wealth accumulation. He has presented numerous lectures, webcasts and podcasts on a broad scope of financial topics for regional and national groups.
Disclosures: No relevant financial relationships were disclosed.
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 1.5 continuing education credit(s).
AGD - Accepted Program Provider
FAGD/MAGD Credit
11/1/22-12/31/26
Provider ID# 214680
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