The Top 3 Things Every Dentists Should Know About Their Retirement Plan

Map of Campus: http://bit.ly/LCCBLDG19

(Includes Dinner)

Presenters: Nathan J. Ricks, CFP®, MS and Loyd Burleson III, CFP®, MS-PFP, CRPCTM, ABFPTM from Financial Freedom for Dentists LLC.

Nate Ricks, CFP®, MS

Financial Advisor & Founder of Financial Freedom for Dentists

Nate’s passion is helping dentists use their “finances as a resource to help them achieve their life goals.” Nate became a CERTIFIED FINANCIAL PLANNERTM practitioner in 1999, and joined a national registered investment advisory firm, eventually directing branch offices in Charlotte and Seattle. He received a Master's Degree from the College for Financial Planning and is a NAPFA Registered Financial Advisor. For over two decades he has helped dentists with investment management or financial planning needs. Nate founded Financial Freedom for Dentists, now an SEC Investment Advisory firm, to provide comprehensive financial planning advice with academically validated investment strategies. Nate has spoken at several dental societies and other groups of dentists in the Pacific Northwest. He lives near the mountains just east of Seattle since 2005 where he loves spending time with his wife of 30 years and 5 children in the beautiful outdoors.

Loyd Burleson III, CFP®, CRPCTM

Associate Financial Advisor

Creating a secure plan for his own family is what originally led Loyd to look into financial planning as a career in college. “My initial anxiety turned into a passion for helping individuals and families align their wealth to achieve their most important life goals.” After completing a Business Finance degree and an investment management internship, Loyd set his sights on working as a financial advisor with Financial Freedom for Dentists. His career path began with helping in client meetings, to becoming a CERTIFIED FINANCIAL PLANNERTM practitioner, and now working as an Associate Financial Advisor. Beyond helping clients, Loyd continues to sharpen his skills, recently receiving his Chartered Retirement Plan CounselorTM designation. “I am privileged to be surrounded by co-workers who share that same passion for comprehensive financial planning." Outside of work, Loyd is currently enrolled in a Masters in Personal Financial Planning program and is an avid sports enthusiast who loves spending time with his wife Katie and their two children.

There are many tax-saving strategies associated with retirement savings that can work for

dentists. We will discuss the details of each of the following strategies:

• Health Savings Accounts (HSAs)

• SIMPLE IRA Retirement Plan

• Safe Harbor 401(k) Retirement Plan

• Safe Harbor 401(k) Profit-Sharing Retirement Plan

• Cash Balance Retirement Plan

During this presentation, we will discuss the conditions where each of these strategies works best, the logistics for using each of these strategies, and the tax benefits associated with each. To bring these strategies to life, we will show how they apply to a sample dentist. This is an interactive and engaging presentation with plenty of time for questions.

• Participants will learn about tax-saving strategies associated with retirement savings that can work for dentists, including: Health Savings Accounts (HSAs), Simple IRA Retirement Plan, Safe Harbor 101 (k) Retirement Plan, Safe Harbor 401 (k) Profit-Sharing Retirement Plan, and Cash Balance Retirement Plan.
• Participants will learn about different types of retirement plan service providers.
• Participants will learn about different types of fees associated with retirement plans and how to determine if they are reasonable.

Sponsored By:

Umpqua Bank Healthcare Banking - Platinum Sponsor

Digital System Integrators, LLC (DSI) - Silver Sponsor

Sittner & Nelson, LLC - Silver Sponsor

CCDS is an ADA CERP recognized provider approved by the Oregon Dental Association. 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.

CCDS is designated as an Approved PACE Program Provider by the Academy of General Dentistry. The formal continuing education programs of this provider are accepted by AGD for Fellowship, Mastership and membership maintenance credit. Approval does not imply acceptance by a State or provincial board of dentistry or AGD Endorsement. The current term of AGD approval extends from 1/16/2022 to 1/15/2027.

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