Event Date: December 4, 2024

Flip Economic and Market Uncertainty

into Financial Security

Even with a successful dental practice, the economic and market volatility and uncertainty we are currently experiencing is unsettling. How will it impact even the most well-laid plans? In this workshop, you will have an opportunity to differentiate your practice by maintaining confidence in your future financial security while others succumb to market volatility. Taking lessons learned from inflation, stimulus dollars, changing tax legislation, staffing constraints, and economic recession, you will come away better prepared for whatever the upcoming year has to hold. You will also have the opportunity to test your understanding of financial information and principles introduced by Mr Satterfield in collaboration with others in a round table format. He will share:

• Proven formulas behind building wealth.
• Improving cash flow.
• Getting a head start on pension and retirement planning.
• Preserving wealth.
• Short- and long-term benefits of various savings environments.

Using real case studies, this program will empower you with the knowledge to reach financial freedom and thereby more flexibility at home.

Upon completion of this session, attendees should be able to:

• Identify tax strategies to improve cash flow and support market volatility.

• Compare the risks and rewards of investing during volatile times.

• Set a realistic business and personal financial plan to help meet

  long-term goals, even through times of adversity.

About Hunter:

Hunter Satterfield is a partner and chief investment officer at Cain Watters & Associates. He received a bachelor’s of business administration and a master’s degree in professional accounting from The University of Texas at Austin. Prior to joining Cain Watters, Mr Satterfield was a senior tax consultant at Ernst and Young. He specialized in tax compliance and consulting with individuals, partnerships and corporations. Mr. Satterfield is currently responsible for developing and overseeing the firm’s investment strategies, growing client engagement and assets, and internal communication of financial market behavior. He is a certified public accountant, investment advisor representative, and host of the popular Accumulating Wealth Podcast.