Speaking & Events

E2E Financial is Available to Speak to Your Dental Conference!

Who is Andrés M. Romero?

Andrés Romero, ChFC, CFP^® has more than 20 years of experience helping dental practices manage their success through his comprehensive blend of financial planning and business coaching. Having specialized in helping dental practices, Andrés knows the unique issues and challenges dentists face. He has become known as an industry authority for financial advice and has developed specific strategies, tools and systems to help dentists take their practice to the next level.

Andrés shares his expertise frequently as a speaker at dental conferences, associations, webinars, dental schools, and study club meetings.

Presentation Topics:

Hiring and Retaining Staff: Key Benefit Offerings
The Importance of Timely Profit & Loss Statements
Key Tax-Saving Strategies

Invite Andrés to Speak to Your Practice or Group.

Download Andrés’ speaking packet here.

Previous Speaking Engagements

<img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" alt="" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704" />

ADMC/Academy of Dental Management Consultants

<img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" alt="" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704" />

Florence County Dental Society

<img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" alt="" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704" />

Year End Planning and Updates on New Tax Laws with Trey Whitt, CPA

<img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" alt="" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704" />

Tax Saving Strategies Webinar with CareStack

<img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" alt="" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704" />

The Revenue Pie

<img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" alt="" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704" />

Schwartz Consulting Group’s Dental CEO Success Team Seminar

<img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" alt="" data-src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704 lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img decoding="async" width="32" height="32" src="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/output-onlinepngtools.png" alt="" class="et-waypoint et_pb_animation_off et_pb_animation_off_tablet et_pb_animation_off_phone wp-image-10704" />

Nash Institute’s Dental Business School

Andrés Has Been Quoted In

Previous Presentations

Year-End Key Tax-Saving Strategies | CareStack

Year End Planning & Tax Update Webinar 11-12-2021

Five Easy Ways to Help Your Dental Clients (ADMC.net)

Schwartz Dental CEO Seminar 2018 Highlights

Highlights from ADMC National Meeting 2018

Upcoming Events

TBA

Past Events

2022

ADMC Annual Meeting
August 22-24, 2022
Salt Lake City, UT

Northern District Dental Society Gala for Smiles
August 20, 2022
Atlanta, GA

GA Dental Association Convention & Expo
July 20-24, 2022
Amelia Island, FL

ASDA Vendor Fair, University of Alabama School of Dentistry
April 7, 2022
Birmingham, AL

The Nash Institute Dental Business School
April 1-3, 2022
Huntersville, NC

Hinman Dental Meeting
March 17-19, 2022
Atlanta, GA

ASDA Vendor Fair, Dental School of Georgia
Feb. 16, 2022
Augusta, GA

2020

American Dental Association (ADA) National Meeting
October 15-18, 2020
Orlando, FL

ADMC National Meeting
October 13-14, 2020
Orlando, FL

Florence County Dental Society
February 11, 2020
Florence, SC

Academy of Dental Management Consultants (ADMC) Southeast Regional Meeting
February 7, 2020
Charlotte, NC

The Revenue Pie
June 26th, 2020
8:30am-5:30pm

2019

One Century Place
26 Century Blvd.
Nashville, TN 37214

Nash Institute Dental Business School
November 15-16, 2019
Huntersville, NC

The Revenue Pie
October 11, 2019
Atlanta, GA

ADA World Dental Congress
September 4-8, 2019
San Francisco, CA

ADMC Annual Meeting
September 3-4, 2019
San Francisco, CA

Hinman Dental Meeting
March 21-23, 2019
Atlanta, GA

2018

Schwartz Consulting’s Dental CEO Success Team Seminar
November 3-4, 2018
Charlotte, NC

ARE YOU READY TO TAKE YOUR GOALS TO THE NEXT LEVEL?

SCHEDULE A CONSULTATION

SCHEDULE A CONSULTATION

<img decoding="async" width="1875" height="1875" src="https://advisors3.bradcable.com/e2efinancial/wp-content/uploads/sites/53/2020/12/Theresa-Donohue-e2elogo-square-hirez.png" alt="" title="" srcset="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/Theresa-Donohue-e2elogo-square-hirez.png 1875w, https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/Theresa-Donohue-e2elogo-square-hirez-1280x1280.png 1280w, https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/Theresa-Donohue-e2elogo-square-hirez-980x980.png 980w, https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/Theresa-Donohue-e2elogo-square-hirez-480x480.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1875px, 100vw" class="wp-image-10669" />

CONTACT

5555 Glenridge Connector, Suite 200
Atlanta, GA 30342

(404) 793-0377

excel@e2efinancial.com

SITE MAP

Financial Coaching for Dentists

401(k) Benchmarking

Speaking & Events

From The Desk of Andrés

<img decoding="async" width="250" height="87" src="https://advisors3.bradcable.com/e2efinancial/wp-content/uploads/sites/53/2020/11/ADMC-gold250.png" alt="" title="" class="wp-image-10414" />

We Support the GDA

<img decoding="async" width="1875" height="1875" src="https://advisors3.bradcable.com/e2efinancial/wp-content/uploads/sites/53/2020/12/Theresa-Donohue-e2elogo-square-hirez.png" alt="" title="" srcset="https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/Theresa-Donohue-e2elogo-square-hirez.png 1875w, https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/Theresa-Donohue-e2elogo-square-hirez-1280x1280.png 1280w, https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/Theresa-Donohue-e2elogo-square-hirez-980x980.png 980w, https://e2efinancial.com/wp-content/uploads/sites/53/2020/12/Theresa-Donohue-e2elogo-square-hirez-480x480.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1875px, 100vw" class="wp-image-10669" />

CONTACT

5555 Glenridge Connector, Suite 200
Atlanta, GA 30342

(404) 793-0377

excel@e2efinancial.com

SITE MAP

Financial Coaching for Dentists

401(k) Benchmarking

Speaking & Events

From The Desk of Andrés

<img decoding="async" width="250" height="87" src="https://advisors3.bradcable.com/e2efinancial/wp-content/uploads/sites/53/2020/11/ADMC-gold250.png" alt="" title="" class="wp-image-10414" />

We Support the GDA