This past weekend E2E Financial attended the ASDA (American Student Dental Association) District 4 Regional Conference. Hats off to the District 4 team who put this event together! Despite the snow, ice, broken water main, and a VERY last-minute entire venue change,...

At E2E Financial, we pride ourselves in supporting dentists and the dental community. Part of that is being proactive in helping dental students start their career on the right financial foot. We are excited to attend the District 4 American Student Dental...

We love to share good info with you. We’d appreciate hearing how 2023 has been for you so far! (Through 11/30/23 and estimate December would be ideal) We have a quick 7 question CONFIDENTIAL survey to complete. For all who complete it, you will get sent the PDF report...

We just finished a great month speaking to groups in Denver and Charlotte. We covered a couple of key topics: The importance of a great 401k plan for hiring and retaining staff and key tax-saving strategies. These are a couple of topics we discuss and speak to dental...

Now is THE time to take action on your year-end tax planning. Proactive tax strategies can help you potentially put more money in your pocket and minimize your tax liability. In the video above, Andres discusses these five essential tips to get you started: Get your...

Last week, I presented at Powering Dentistry’s Growth: The Definitive Dental HR Conference, hosted by Bent Ericksen & Associates. It was a fantastic time with an incredible group of dental consultants, HR specialists, dentists, and office managers. I was honored...

As your dental-specific Financial Coach, I want to alert you to any great learning opportunities. Here’s one that still has a few seats remaining, but they're going fast! The Nash Institute’s Dental Business School is October 27-28 in Charlotte, NC! World-renowned...

In a previous Dental Insights discussing passive income ideas, one top voted topic was: “adding an associate to your practice." We reached out to one of our Dental CPA partner firms, Benchmarks Financial Group and their president and CEO: Joelle Klovanish. With over...

  Retirement for Dentists. Time to Contemplate… I recently returned for a delightful long week of unplugged (mostly) vacation in two of my favorite places: Savannah, GA and Amelia Island, FL. I can’t recommend both spots enough. Reach out for recommendations....