SCIDS March Meeting 2025

Please join us for a presentation on retirement planning and tax strategies.  Nathan Ricks, CFP, MSFS Financial Advisor and Loyd Burleson III, CFP Associate Financial Advisor with Financial Freedom for Dentists, LLC will be leading this presentation and discussion.

In this presentation, we will look at retirement plan savings vehicles dentists can use in their practices and how those vehicles can be optimized to reach their goals, which could include saving on taxes, personal retirement planning, and staff retention. There will be a comprehensive overview of the characteristics and fees of SIMPLE IRAs, 401(k)s, Profit-Sharing Plans, and more. Whether you are thinking of setting up a retirement plan for your office or want to ensure your current retirement plan is optimized to reach your goals, this presentation is for you!