Course Description & Speaker Bio
Top 10 Strategies for Achieving Financial Independence
Presented by Mario G. Santiago, CPA, CFP
Credit: 1 CE hour
Course Description:
Join the 5% of dentists who can afford to retire at age 65. Using these winning financial strategies, you can develop a game plan to increase your net worth, reach financial freedom, and reduce stress. This hard-hitting program contains tried and true strategies - gleaned from over 35 years of working exclusively with the dental profession.
Course Objectives:
- Creative strategies to slash taxes
- Practice building and overhead control to boost profitability
- Winning saving and debt reduction strategies
- How to cut children’s educational costs by 50% or more
- Ways to save thousands in unnecessary insurance costs
- Tax-deductible retirement savings strategies
- How to maximize tax-free income
- Strategies for increasing business tax deductions
About the Speaker
Puerto Rican-born Mario Santiago, CPA and CFP, earned his Business and Accounting degrees from UNC Chapel Hill. Mentored at McGill & Hill Group, he now advises dentists on tax reduction, practice profitability, and financial independence. He also shares insights through speaking engagements and contributions to The McGill Advisory newsletter.