November 1, 2023 – Meeting Kickoff
Presented at the 3 Rivers Dental Conference at Nemacolin

Mastering Dental Practice Prosperity: Integrating Financial Management, Employee Retention, and Succession Planning

1 Credit Hour

This presentation will introduce financial organization, budgeting, and expense optimization. We will discuss cultivating a nurturing work environment to retain essential team members and encourage staff loyalty and satisfaction. We will highlight protecting your dental practice, enhancing business value, selecting potential successors, and discussing broad strategies for a smooth transition.

Learning Objectives:

  • How to stay financially organized while building and running a thriving dental practice
  • Reducing your long-term tax bill
  • How to get the most out of your investment portfolio
  • Maximizing your business value
  • Business succession planning
matthew binstock

Mr. Matthew Binstock

frank rocchio

Mr. Frank Rocchio


Mr. Matthew Binstock and
Mr. Frank Rocchio

Mr. Matthew Binstock is a Financial Advisor and Director of Advanced Planning at Lifetime Financial Growth Company (LFG), where he has spent his entire career. Born and raised in Pittsburgh, Pennsylvania, and a graduate in economics and finance from the University of Colorado at Boulder, Matt specializes in helping physicians and dentists navigate significant financial decisions, with a particular emphasis on cash flow management, debt elimination, and investment strategies. Outside of his professional life, Matt, a fervent Pittsburgh sports fan and skiing enthusiast, enjoys quality time with his wife Cali, their two sons, Levi and Jude, and their golden retriever, Banjo.

Mr. Frank Rocchio, a native of the Pittsburgh, PA region, enjoyed a rewarding 15-year career in Federal Law Enforcement and Intelligence Analysis in Washington D.C., where he honed his leadership skills and deep understanding of intricate systems. He and his wife, Natalie, later returned to Pittsburgh to raise their two children, rediscovering the charm of his hometown. Now, as a financial representative at Lifetime Financial Growth, Rocchio leverages his extensive professional experience to guide individuals and families towards financial stability and independence.

Courses and Speakers

Mr. Matthew Binstock and Mr. Frank Rocchio
Mastering Dental Practice Prosperity: Integrating Financial Management, Employee Retention, and Succession Planning
Mr. Matthew Spady
Opioids in Dentistry (Act 124)
Dr. Michael Whyte
From Smiles to Success: Unleash the Power of Clear Aligners
Dr. Paul Goodman
SADs Looking to Sell, BADs Looking to Buy & Exhausted MADs
Dr. Robert Marus
Restoring Teeth with High Strength, Injectable Composite
Dr. Tracey Nguyen
Implementing Airway Management in a Dental Practice
Dr. Robert Marus
The Imperceptible Restoration of the Anterior Fractured Tooth
Dr. Debra Goff
New Dental Antibiotic Guidance
Dr. Peter Auster
Newer than New: Surprising Changes in Dentistry
Dr. Ashley Clark
Oral Cancer and the Dental Team: What You Need to Know
Dr. Peter Auster
Be Your Own Prosthodontist – Keeping Big Cases In-House

Dental Society of Western PA is an ADA CERP Recognized Provider Approved by Pennsylvania 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.
Dental Society of Western PA designates this activity for 6 continuing education credits.