Join us to learn how to better protect dentists from financial threats and risk.
On July 20th, Treloar & Heisel will share insights on the common threats dentists face to their financial future and how to better protect them from these risks. The educational session will be instructed by Christian Pearson, National Director of Dental Partnerships, and Shawn Johnson, VP of Sales.
Treloar & Heisel started as a family enterprise over fifty years ago and has grown into the financial services leader for dental professionals offering insurance, financial planning and investments. Today, they service thousands of dentists and medical professionals from residency to retirement.