The retirement landscape is changing, and dental practice owners need to stay ahead by optimizing their 401(k) strategies. Whether you're starting a new plan or upgrading an existing one, smart planning can future-proof your practice and support your team’s financial well-being. Join Ubiquity and Dental Nachos for a valuable webinar designed for dental professionals. We’ll cover key retirement trends, how SECURE 2.0, tax credits, and mandates affect your practice, and how financial education can boost team engagement. Don’t miss this opportunity to level up your 401(k) and strengthen your retirement plan.
Complete the form below to get access to this video.
What you will learn:
-
Navigate key retirement trends impacting dental practices today
-
Leverage SECURE 2.0 updates, tax credits, and state mandates to maximize plan value
-
Use financial education to improve employee engagement and retention
-
Position your practice competitively with a well-optimized retirement benefit
Featured Speaker
Neil Shifman - VP of Partner Ecosystem
Neil Shifman serves as the Vice President of Partner Ecosystem at Ubiquity, where he leads the business development and relationship management teams.
With over two decades of diverse experience spanning sales, strategy, operations, and product management, Neil brings invaluable expertise to the company. His extensive leadership background in the Retirement, HCM, and SaaS industries uniquely positions him to drive Ubiquity's continuous growth initiatives. Neil is deeply committed to fostering dynamic and fruitful partnerships that deliver significant value to all stakeholders. A proud graduate of Framingham State University, Neil and his family reside in the Boston, Massachusetts area.
Brought to you in collaboration with our awesome sponsor, Ubiquity Retirement + Savings!
Ubiquity empowers small business owners with cost-effective 401(k) plans tailored to their specific needs. They offer seamless payroll integration, simplified government reporting, and ensure compliance, all with transparent flat-fee pricing. Unlike other providers, Ubiquity doesn't charge more as your accounts grow, helping you save money over time with no hidden fees.
Would you like CE for courses like this and other courses on-demand?
Discover more courses on Nacho On-Demand CE!
Courses to add the queue:
- 60 Minutes to 60K in Production
- De-Stressing Dentistry: From Class One Composites to Complicated Crown Preps with Dr. Lincoln Harris
- How to Implement All-On-X And High Dollar Procedures Into Your General Practice
- Create a Game Plan to Increase Patient-Centered Care, Improve Profitability, and Maximize Happiness for Your Patients, Team, and You!
- The New Patient Experience and an Introduction to Relationship Based Dentistry
