A Small Bite of Financial Awareness

Instructor Info:

Megan Landress, CSLP, studying finance in college at The Coles College of Business at Kennesaw State University where she began her career in personal finance interning for a boutique financial planning firm in Atlanta, turned full-time after graduation. Meagan studied and learned the intricacies of
personal financial planning for individuals and families to achieve their short, intermediate, and long-term financial goals. . Meagan was the first person in Georgia to acquire her CSLP® designation – As a Certified Student Loan Professional™, her specialized education around student loan debt allows her to guide borrowers through informed repayment decisions taking into account their full financial situation and financial goals.

Travis Slade, CPA, helps dentists make smart business decisions. After working at his brother’s dental practice, Travis learned first-hand the challenges private-practice dentists face every day. Through the pains, heartache, joys, and rewards of private practice, Travis wants to make sure you have the financial support you need as a dentist. Travis has been featured on popular podcasts such as Dental Town, discussing topics and challenges that early career dentists face.

Haden Werhan, CPA, is a Partner at Thomas Doll in Walnut Creek, California – a CPA, Retirement Plan Administration, and Wealth Management firm with over 600 dentist clients. He has worked with dentists for over 40 years, lectured at all six California Dental Schools, CDA, Dental Societies across California, and has written dozens of articles for all the major dental periodicals.

Instructor Disclosure of any conflicts of interest:

All three speakers disclose that they have businesses that sell products and services to dentists.