May 31st, 2017
Title: Playing quarterback: Getting your CPA, financial planner and other professionals all on the same team…your team!
For the last 16 years, Charles Loretto has been an Investment Advisor Representative with Cain Watters and Associates. Each week, he presents to dental schools, residency programs, study clubs, dental symposiums and state and national dental meetings. He works daily with dentists and other healthcare providers to carefully choose the financial team that will guide their practices and manage their personal finances. He is also the founder of National Dental Placements, a CWA affiliate company that assists doctors in buying, transitioning and valuation of a practice.
To help us assemble the criteria for organizing your total financial team, we welcome Charles Loretto as our Crown Council Mentor of the Month.