The Wealth Check-Up

Speaker: Kenny McKay

Date: June 20, 2025

Time: 1200‐13:00

Room: Atrium 1

The aim of this session is to equip dental practitioners with clear financial strategies that go beyond theory. Attendees will leave with clear steps to grow, protect and optimise their financial wellbeing and face the unique challenges that dentists face today.

Objectives

By the end of this session participants will have:

1. Outlined the key financial challenges facing dentists. Identify the biggest financial risks and opportunities, including tax changes, rising costs, and retirement planning.
2. Been supported in how to build and protect wealth efficiently. Discover tax-efficient investment strategies, pension planning options, and ways to maximise financial growth.
3. Guidance on how to navigate business ownership, exit, and succession planning. Gaining insights into selling or transitioning a dental practice while minimising tax liabilities and maximising value.
4. Guidance on how to ensure financial stability amid rising costs and economic uncertainty. Learning how to safeguard personal wealth against inflation, rising interest rates, and changes in taxation, ensuring long-term financial security for dentists and their families.
5. Been equipped with actionable steps to improve financial security. Providing dentists with clear, practical takeaways they can implement immediately to strengthen their financial future.

Learning outcomes

By the end of this session participants should be able to:

1. Implement tax efficient wealth strategies.
2. Make informed investment and pension decisions.
3. Plan for financial security beyond dentistry.
4. Take immediate action to improve financial well-being.

General Dental Council eCPD outcome: D