Recent Events

Please check back soon for upcoming event dates.

WAGD Workshop: Managing Multi-Generational Wealth

Join us to learn basic estate and tax planning strategies to make the passing of wealth easier for you and your loved ones. Aldrich Wealth will host an educational and networking breakfast with the Washington Academy of General Dentistry at our Bellevue office.

Amy Barnes, Senior Wealth Manager from Aldrich, will address topics such as:

  • Does your family need to establish a trust
  • What are the best criteria for selecting an executor
  • Are you prepared to handle your own parents’ finances and other assests?
  • How could Washington and Oregon’s estate taxes affect you?
  • Q & A with Amy Barnes, CIMA®

Barnes, Amy 6.2016 Bio ImageFeatured Speaker:

Amy Barnes works with high net worth individuals and business owners to provide investment guidance and develop long-term financial plans, with an emphasis on tax efficiency.

Event Details:

Date: Friday, October 21, 2016
Time: 9 a.m. to 10:30 a.m.

Location:

10900 NE 8th Street, Suite 1000
Bellevue, Washington 98004

Please RSVP:

Call Amy Barnes at 425-633-3207 or email.

Sirona 3D Summit: Discover Digital Dentistry

Doug Fettig, CPA Dental AdvisorAldrich’s Doug Fettig explains business concepts and simple tools that you can implement to maximize the potential of your practice. By incorporating a written plan to guide your practice (and your life), you will discover the power of investing in 3D technology to take your practice to new heights, while building a retirement plan to ensure the ending you desire. Important tax concepts will be explained in everyday language to help you understand the ways in which tax incentives can be aligned to help you grow your practice.

You will walk away from this presentation with the tools you need to change how you see your practice, including how to:

  • Identify the critical building blocks of every successful practice
  • Understand business tax concepts essential to leading your practice
  • Increase practice cash flow and future growth potential
  • Take simple but effective actions to help ensure your successful retirement
  • Create a written plan for practice growth

Find a 3D Summit near you.

Investing for Dentists: How the Current Economic and Political Events are Affecting Your Portfolio

Join us for a discussion about investing and the effects on your portfolio at the WAGD’s new education center. Our featured keynote speaker is Darin Richards, Aldrich Wealth’ Chief Investment Officer, who is a frequent contributor to CNBC. Along with the presentation, you will learn about and have access to:

  • Common pitfalls when investing as a dentist
  • Access to wealth advisor professionals to review your current portfolio
  • Time with dental practice management consultants to help you identify gaps in your practice

Darin RichardsFeatured Speaker:

As Chief Investment Officer, Darin Richards is responsible for developing, and implementing our investment philosophy and leading Wealth Advisors Investment Committee. He works directly with some of our most complex and largest clients and also co-manages the Private Wealth (investments, tax planning, and financial planning) team.

Event Details:

Date: 9 a.m. – 3 p.m. on Friday, September 23, 2016
Location: WAGD Education Center, 19415 International Blvd, #410, SeaTac, WA 98188

RSVP by September 16 to washingtonagd1@yahoo.com.

2016 Joint National Conference on Advancing Hispanic Health: The Next 20 Years

Have you wanted to invest in your dental or medical practice but are unsure how? Do you want to give your office a makeover? Do you feel like you have enough saved to retire 20, 30 or 40 years from now? Join us for a discussion of these key topics and how they will affect your practice:

  • Retirement plan opportunities in 2016
  • Key tax legislation that affects you today
  • Tax advantages to investing in your practice
  • Dollars and sense – investing wisely
  • Key performance indicators in your practice
  • Buying and selling practices in the current market

Doug Fettig, CPA Dental Advisor

Featured Speaker:

Doug Fettig, Dental Consultant, will be speaking at the HDA and NHMA’s joint national conference which brings together experts from across the nation to share their multi-disciplinary experiences in improving health care delivery for Hispanic populations.

View the complete schedule here.

Event Details:

Date: 9:15 a.m. on Friday, April 22, 2016
Location: Renaissance Hotel in Washington, D.C.

Oregon Dental Conference

Aldrich will be exhibiting at the Oregon Dental Conference in April. Find out where you can find our team at the conference here.

Oregon Dental Association is dedicated to advancing the dental profession and promoting the highest standard of oral health and oral healthcare.

Event Details:

Date: April 7-9, 2016
Location: Oregon Convention Center

Aldrich attendees include:

Doug Fettig, CPA Dental Advisor

Daniels, Toby Bio Image

 

David Froelich Aldrich healthcare consultant

WAGD Workshop: The Business Side of Dentistry

Every segment of our economy today is facing stiff headwinds, and it is not clear that an end is in sight. Many dentists are reporting a drop off in business, yet a significant number are managing to grow their practices during this challenging time. While the economic climate is outside of our control, it’s important to step back and take a look at the trends in the dental profession in order to formulate a proactive approach to preserving and growing one’s practice. This workshop will cover:

  • Trends impacting dentistry
  • Trends in ownership (solo vs. partnership vs. group)
  • Student debt load and the impact on young dentists
  • Developing a plan for your practice
  • Key performance indicators
  • Fraud and embezzlement in dental practices
  • Tax advantages of investing in your practice
  • Retirement planning
  • Practice transitions
  • Individual wealth management

Breakout sessions throughout the workshop allow you to meet one-on-one with Aldrich CPAs, wealth advisors and business consultants. For tuition or to register, click here. For the course outline, click here.

Doug Fettig, CPA Dental Advisor

Featured Speaker:

Doug Fettig, Dental Consultant, has over two decades of experience as a CPA and a finance professional, providing him the unique ability to understand dentists’ needs and help them grow efficient and profitable practices.

Event Details:

Date: Friday, March 4, 2016
Time: 9 a.m. to 3 p.m.
Location: Washington AGD Educational Center
19415 International Blvd, #410, SeaTac, WA 98188

Alaska Dental Society Annual Meeting

Aldrich will be exhibiting at the ADS Annual Meeting in February.

The Alaska Dental Society is committed to maintaining dental care in the State of Alaska at the highest level so that you can enjoy a lifetime of good oral health.

Event Details:

Date: Friday, February 19-20, 2016
Location: Sheraton Hotel, Anchorage, AK

Aldrich attendees include:

Doug Fettig, CPA Dental Advisor

Barnett, Michelle 2015 Bio Image

The Business Side of Dentistry with First Citizen’s Bank

Our firm will be hosting a joint seminar with First Citizen’s Bank in Lake Oswego, Oregon. Join us for a discussion of the business side of dentistry, including the tax benefits of investing in your practice and your retirement.

Contact Doug Fettig at dfettig@aldrichadvisors.com for more details on how you may attend as a complimentary guest. Any and all dentists are welcome. A hot breakfast will be provided.

Event Details:

Date: Friday, February 5, 2016
Time: 8 a.m. to 10:30 a.m.
Location: Home Builders Association, 15555 Bangy Rd, Lake Oswego, OR 97035

Your featured speakers include:

  • Doug Fettig, Dental Business Consultant
  • Aldrich Wealth
  • Aldrich Retirement Plan Services

Doug Fettig, CPA Dental Advisor

 

Ankeney, Joylyn - dental practice finances

Daniels, Toby - dental practice finances

Humphrey, Joanne - dental practice finances

The Business Side of Dentistry: Investing in You, Investing in Your Dental Practice

Have you wanted to invest in your practice but not sure how? Did you want to give your office a makeover? Do you feel like you have enough saved to retire 20, 30 or 40 years from now? Join us for a discussion on these key topics and how they will affect your dental practice:

  • Retirement plan opportunities in 2015
  • Key tax legislation that affects you today
  • Tax advantages to investing in your practice
  • Dollars and sense – investing wisely
  • Key performance indicators in your practice
  • Buying and selling practices in the current market

Our firm will be hosting an event in Anchorage, Alaska.  Contact us at dental@aldrichadvisors.com for more details on how you may attend as a complimentary guest.

Event Details:

Date: Friday, October 2, 2015
Location: Anchorage Airport Courtyard by Marriott
4901 Spenard Road, Anchorage, Alaska

Your featured speakers include: