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

PRESENTED BY:

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.

2024 Courses and Speakers

Check back for updated courses and speaker info.

Dr. Paul Goodman and Dr. Todd Fleishman
The New Patient Experience and an Introduction to Relationship Based Dentistry
Dr. Paul Goodman and Dr. Todd Fleishman
The New Patient Experience and an Introduction to Relationship Based Dentistry
Dr. William Yant
Are You Numb Yet?

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.