Event Details

Detroit Dental Clinic Club Logo

Detroit Dental Clinic Club

Location: Schawb Office Troy, Michigan

Address: 987 Wilshire Drive, Suite A, Troy, MI, United States

Logo Detroit Dental Clinic Club

 

Financial Planning and Investing Seminar
Speaker Michael Ruplinger, CFP, Director of Wealth and Asset Management Solutions at Schwab Wealth Advisory

March 26, 2026

6:30pm - 9:00pm
FREE SEMINAR, including a light dinner, for Detroit District Dental Society Members and Detroit Dental Clinic Club Members

This program will count for two CE from the Detroit District Dental Society.  The cost has been generously underwritten by Charles Schwab, Troy, Michigan with special thanks to financial consultant Mr. Joseph P. Candela

Financial planning is critical to a dental practice, your staff, and future success.  This presentation is aimed at dentists in all stages of their careers.

Reservations are required to attend.

LOCATION:   Charles Schwab, Troy Office 
987 Wilshire Drive, Suite A 
Troy, MI 48084 

 

Detroit Dental Clinic Club Members - dues paid for 2026 - FREE
Detroit Dental Clinic Club Members - pay dues and register - $65.00
Detroit District Dental Society Members - FREE
Non-member Dentists - $50.00 

Register by Mach 24, 2026

Online
Registration by Event Brite

Phone Registration
313.337.4900

 

I. Introduction on – Welcome and personal introductions 

• Why this seminar 
• What is fiduciary 

II. Unique Financial Challenges Faced by dentists 
• Debt Management & Cash Flow Optimization 
• Investment Strategies & Portfolio Construction 

III. Retirement & Tax-Advantaged Planning 
IV. Corporate Accounts & Retirement Plans 
V. Why Choose a Fiduciary Approach—and How Schwab Delivers It 
VI. How We Can Partner: Next Steps with Schwab 
VII.   Q&A and Closing

 

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