AIM Dental Marketing

Plan to Prosper: Take These 10 Simple Steps Today, and Sail Into Retirement!

Presenter: Ted Schumann (dec.) President of Dental Business Services (The DBA Companies)

Ted Schumann was President of Dental Business Services (also known as The DBS Companies). DBS delivered reliable accounting, tax, financial and estate planning, practice brokerage, and practice management services for dentists.

Regardless of where you find yourself along your Career Path, planning for retirement can be the most important exercise you will ever perform.

Properly planned and executed, it can mean the difference between happiness and fulfillment, and frustration and disappointment.

Simply put, you’ve worked too hard not to reap the benefits of that work!

By the time we are done here today, Ted will have presented the Retirement Planning Process, and how Qualified Plans support it. You will receive an in depth understanding of the use of Roth contributions to a 401k plan, learn about the various Qualified Plan options available, how to maximize your contributions to your retirement plan, and illustrate optimal withdrawal strategies from your Qualified Plan for both lifestyle and tax advantage purposes.

Ted will show how to plan for the financial and lifestyle aspects of retirement. — Social Security’s role in your plan –and creative cash flow generation tactics to assist in your retirement plan.

In short, Ted will show you the way to “Freedom Day” when you will no longer need to work!

AIM MarketingPlan to Prosper: Take These 10 Simple Steps Today, and Sail Into Retirement!