Education Portal - Videos and Webinars
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A financial literacy program, created specifically for students, residents and new professionals, that addresses common questions such as:
- Creating a student loan strategy
- Balancing saving vs paying off debt
- Effectively creating and sticking to a budget
- Protecting post-training income now with disability insurance
- Retirement and saving strategies
Troy Zerveskes and Rich Sentnor from Advisory Resource Group speak with the students of Tufts Dental School about vital financial literacy concepts, a practice purchase crash course and the importance of "taking a step back" when making decisions.
Troy Zerveskes from Advisory Resource Group discusses topics surrounding Retirement & Financial Planning at all stages of practice and presents a live demonstration of his interactive process.
Advisory Resource Group presents financial literacy best practices to the students of Tufts Dental School. This session covers important elements such as prioritization, saving strategies, budget creation as well as a crash course on purchasing a practice.
Have you ever had an employee or human resource issue? Do you have training, hiring, or wellness needs? How about an employee handbook? In this episode of Twenty Minutes with Troy I interview Amy Cann from HR-ROI, a full-service human resources consulting firm. Amy is the president of the Seacoast HR Association, a professor at UNH and SNHU, and the founder of her firm HR-ROI. She is an expert on the subject and an invaluable resource to small businesses. Amy Cann is not affiliated with LPL Financial.
Are you considering starting, acquiring, or renovating a practice? How about refinancing existing debt or purchasing real estate? In this episode of Twenty Minutes with Troy I interview Greg Whitmer from Bank of America Practice Solutions. The topics we discuss include, types of lending BoA is able to assist with, the lending process and requirements, underwriting criteria and best practices, practice financing and student loans, starting a practice vs. acquiring one, lending best practices, pitfalls, and the value of a team, refinancing existing debt and commercial real estate, and dental specific lenders. Greg Whitmer is not affiliated with LPL Financial.
In this episode of the NHDS Webinar Series I interview Joy Sorensen Navarre, a national student loan consultant, on navigating student loans in the 21st century. Topics include; income-driven repayment plans, private refinancing, and integrating student loans into your personal and professional planning. Joy Sorensen Navarre is not affiliated with LPL Financial.
In this episode of Twenty Minutes with Troy I interview John Hughes from the McLane Middleton Law Firm where we discuss an introduction to Estate Planning and Asset Protection for dentists. Topics include “why do it,” “what is involved,” the common issues and documents, dental practice implications, asset & liability protection, and cost. John Hughes of McLane Middleton Law Firm is not affiliated with LPL Financial.
In this episode of Twenty Minutes with Troy I interview Nancy Kagan from Summit Dental Partners. Nancy and her team support the needs of dental practices in any-and-all ways: consulting, increasing productivity, coaching for effective leadership, training, marketing, and recruiting. Nancy Kagan of Summit Dental Partners is not affiliated with LPL Financial.
For the inaugural event of the NHDS New Dentists Webinar Series I am honored to present a four-part session touching on topics such asfinancial literacy 101, debt and credit management, risk management, and a crash course on purchasing a practice. Although this webinar is geared to new dentists, much of the content is applicable to those at all stages of their careers. The NH Dental Society is not affiliated with LPL Financial.
In this episode of Twenty Minutes with Troy I interview Jerry Kingwill from Cobb Hill Construction where we discuss topics such as assessing the project at hand, managing the process, establishing a budget, project time-frame and down-time, space planning/efficiency and the current state of construction costs. Jerry Kingwill from Cobb Hill Construction is not affiliated with LPL Financial.