Avoiding Financial Pitfalls: Top Mistakes Clinicians Make With Investments

Course Description:

Over the years, we've seen many dentists face common financial pitfalls - like high tax burdens, unchecked overhead, and underperforming investments.

Together we will learn strategies to reduce taxes, control costs, and boost investment returns to help you build lasting wealth.

Our Speaker:

Amr Alian, CPA, MBA, CVA | Managing Partner

Amr Alian is the Co-Founder and Co-Chairman of Investology Inc., an asset management firm offering customized solutions for family offices, pension funds, and institutional investors. As a key member of the firm’s Investment Committee, he plays an instrumental role in driving strategic financial decisions and fostering growth.

He is also the Co-Founder and Managing Partner of Synergy Consultants & CPAs, a nationally recognized accounting and consulting firm specializing in innovative solutions tailored to the dental industry. The firm addresses the complex needs of dentists and DSOs nationwide.

A seasoned entrepreneur, Mr. Alian has founded and successfully grown multiple firms across a range of industries. He is a sought-after speaker at prestigious national events, where he shares insights on private and alternative investments, wealth creation strategies, and emerging trends in the financial sector.