Charles Loretto

charles loretto dental speaker

Cain Watters & Associates
6900 N. Dallas Parkway, Suite 500
Plano, TX 75024

(972) 233-3323

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Presentation Information

FINANCIAL DECISIONS THE DENTIST MUST GET RIGHT: Real World Answers to Dentistry’s Tough Financial Questions
In this content-rich, interactive course, learn proven formulas behind building wealth, tax strategies to improve cash flow, plus the short- and long-term benefits of various investment environments. Determine how your practice compares to similar practices, and evaluate how you’re tracking on the path to financial freedom.

SUCCESSFUL DENTAL PARTNERSHIPS: From Associate to Equity Partner
Developing a seamless partnership structure, however, requires great planning on the established doctors’ part as they lead the way, making a vast majority of the critical decisions and changes necessary to be successful. Discover how fair and equitable partnerships are formed in order to foster long-term success.

OWNING YOUR PRACTICE: The Key to Your Financial Future
Dentistry is changing rapidly! This high-energy lecture will leave all audience members fired up and crystal clear on why ownership is the way to go. We will weigh the risks, consider debt, and evaluate options associated with opening a practice, entering a partnership, buying an existing practice, or working as a partner in a corporate dentistry environment.

View Charles’ Speaker Packet

Biographical Information

Charles travels extensively throughout the year across the U.S. teaching dental school students to established doctors how and when to transition a practice, while optimizing for their long-term financial goals. His finger is on the pulse of the next generation of dentists, having spoken to more than 17,000 students and residents over the course of his career in the field. His audiences range from study clubs to major conferences and everything in between. He offers guidance to dentists at all points in their career on practice management topics and the many financial decisions they face. Additionally, Mr. Loretto reviews and consults on dental practice valuations, advising selling and buying doctors toward fair, equitable and rewarding agreements.

Charles joined Cain Watters & Associates (CWA) in 2001 and plays a critical role in CWA’s business development. In 2004, he founded CWA related company National Dental Placements (NDP), a national dental transition firm.

Presentation Topics

  • Business / Financial
  • New Dentists
  • Practice Transition

Past Presentations

  • Academy of General Dentistry
  • American Dental Association
  • Hinman Dental Meeting (Featured Speaker)
  • Seattle Study Club National Symposium

charles loretto cain watters