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Securing Your Future in the COVID Era

02:03:00

Oct 2, 2020 11:00 AM

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Speakers

Corey Young, DDS, MBA, CEPA, CVA, ABI
Practice Transition Broker @OMNI Practice Group
Corey has a DDS from The Ohio State University and owned and operated his own dental practice for 20 years in Galion, Ohio. Adding to his invaluable experience as a practicing dentist, Corey has an MBA in Entrepreneurship and Small Business Management from William Howard Taft University where he did advanced training in both business valuation and entrepreneurial finance. Corey is a Certified Exit Planning Advisor, a Certified Valuation Analyst, and an Accredited Business Intermediary. Corey has over five years of experience transitioning practices and is a recognized speaker and author.
Katie Collins, CFP
Practice integration Advisor @Buckingham Strategic Wealth
As a practice integration advisor, Katie works directly with clients to develop a financial plan personalized for their specific situation and goals. She quarterbacks the entire financial picture, often for clients who have never put all the pieces together with one advisor. Her duties include leading client relationships, gathering and preparing data, and implementing the financial plan. Her objective is to provide clarity for clients as they navigate through their careers, in dentistry or otherwise, and manage small businesses.