TDIC

Silver Sponsor

The Dentists Insurance Company

Visit our sponsor
CAL

Platinum Sponsor

Consani Associates Limited

Visit our sponsor
CHB

Platinum Sponsor

Columbia Healthcare Banking

Visit Our Sponsor
DSI

Gold Sponsor

Digital Systems Integrators, LLC

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sn

Silver Sponsor

Sittner & Nelson

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About LCDS

Lane County Dental Society is a component society of the Oregon Dental Association and the American Dental Association. LCDS provides continuing dental education programs for our member dentists and their staff. Our CE programming provides our members access to the latest developments in dental science and technology through guest lectures and presentations. CE programs cover a range of topics from infection control and medical emergencies to cultural competency and record keeping. 

Upcoming Events

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How to Save for Retirement and Minimize My Taxes

  • Thu, Mar 14, 2024 | 5:30 PM - Thu, Mar 14, 2024 | 7:30 PM
  • Location: Lane Community College - Pacific University Building (BLDG 19)
  • Address: 4000 E 30th Ave, Eugene, OR, United States
  • Directions
  • Contact: Nissa Newton
  • Email: office@lanedentalsociety.org
  • How to find us: Lane Community College, Pacific University (Bldg 19) https://www.pacificu.edu/about/campuses-locations/eugene-campus/getting-here
  • Website: www.lanedentalsociety.org
  • Phone: 541-686-1175

Register Here

Research shows that dentists retire about 5 years later than the average American. The purpose of this this presentation is to review the following tax-advantaged strategies that dentists may be able to use to better prepare for their retirement:

 Health Savings Account (HSA)

 Roth Individual Retirement Account (IRA)

 Traditional IRA

 SIMPLE IRA Retirement Plan

 Safe Harbor 401(k) Retirement Plan

 Safe Harbor 40(k) Profit-Sharing Retirement Plan

 Cash Balance Retirement Plan

 Backdoor Roth IRA

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.


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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.


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Loyd Burleson III, CFP®, CRPC (TM)

Associate Financial Advisor

Creating a secure plan for his own family 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, becoming a CERTIFIED FINANCIAL PLANNER (TM )practitioner, and now working as an Associate Financial Advisor. Beyond helping clients, Loyd continues to sharpen his skills, recently receiving his Chartered Retirement Plan Counselor (TM) 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.

S ponsored By:

Columbia Healthcare Banking - Platinum Sponsor

C onsani Associates Limited - Platinum Sponsor

D igital System Integrators, LLC (DSI) - Gold Sponsor

Sittner & Nelson, LLC - Silver Sponsor

The Dentists Insurance Company (TDIC) - Silver Sponsor

LCDS 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.

LCDS 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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