Lifestone Family Office
Bakersfield, CA

(818) 730-2000

Topics:

Business/Financial
Personal Development
Practice Transition
Retirement Planning
Tax Planning / Law

Tim McNeely, CFP, CIMA, CEPA

Tim McNeely is the only financial professional serving dentists who holds all three elite certifications: CFP, CIMA, and CEPA. Known as The Dental Wealth Guy, Tim translates 20+ years of specialized experience into strategies dental entrepreneurs can actually use, moving well beyond generic financial advice. Married to a dentist, he brings rare insider perspective to the complex intersection of practice management and personal wealth. Whether keynoting, leading workshops, or facilitating interactive sessions, Tim demystifies high-stakes financial topics, from exit planning to retirement plan compliance, with clarity and energy audiences remember. His #1 bestselling book, podcast, and consistent repeat engagements signal what meeting planners care about most: an expert their members trust and invite back.

How can I overcome financial confusion, break free from ineffective advice, and optimize my advisory team to secure my wealth for a smooth, profitable exit?

Learn how to prepare strategically for a high-value exit while safeguarding your wealth and legacy in this highly interactive, pivotal course. According to the ADA, as many as 80% of dentists approaching retirement lack a well-defined exit strategy, often risking lower valuations, unplanned tax liabilities, and legacy complications due to inadequate planning.

Join Tim McNeely, CFP, CIMA, CEPA, to explore the essential questions every dental entrepreneur must address before selling. Learn how to ensure your wealth endures, reduce tax liabilities, and safeguard your family’s future. Discover the strategies the ultra-wealthy employ to secure their fortunes, avoiding costly mistakes by identifying potential weaknesses through stress testing and proactive planning.

Gain insights into building and managing a high-performing family office—a team of expert advisors aligned with both your business and personal financial goals. Uncover ways to recognize and sidestep financial predators, making strategic decisions that protect your assets and family’s future.

Equip yourself with the tools and insights needed to maximize wealth and secure your legacy. Develop the confidence to navigate the complex financial landscape and align your future with personal and professional goals, paving the way to a successful and strategic exit.

Dental practices often struggle with creating retirement plans that reduce employee turnover, leverage tax benefits, and fortify their practice against hidden compliance landmines.

Is your office retirement plan driving growth… or costing you?

This course equips dental practice owners and administrators with practical strategies to review/create competitive, compliant, tax-savvy retirement plans that enhance team loyalty and drive growth. With 83% of employees valuing retirement benefits highly (American Benefits Council), a strong plan is crucial for reducing turnover.

Through real-world case studies and interactive discussions, we’ll explore the latest trends and best practices in qualified retirement plans—including SIMPLE IRAs, 401(k)s, profit-sharing, and defined benefit options. Participants will discover how to maximize tax benefits and credits, structure retention-boosting benefits, and maintain a compliant plan that builds stability for their practice.

With a focus on actionable insights, this course equips employers with the knowledge to strengthen retirement offerings and retain a loyal, dedicated team.

Dental professionals often grapple with the complexities of financial management, finding traditional advice inadequate for their unique needs, and require customized strategies and a cohesive financial team to effectively build wealth and secure their future.

Tim McNeely, CFP®, CIMA®, CEPA®, aka The Dental Wealth Guy, is dedicated to helping dental entrepreneurs overcome their unique financial challenges and achieve lasting prosperity. Unlike the generic advice of spending less and saving more, Tim offers tailored solutions that address critical areas such as cash flow management, asset protection, and supporting meaningful causes. With over 20 years of experience, he enables high-net-worth dental professionals to gain control over their financial landscape, ensuring success beyond their practice.

Tim is the only financial professional serving dentists who holds all three elite certifications— Certified Financial Planner®, Certified Investment Management Analyst (CIMA®), and Certified Exit Planning Advisor (CEPA®). This unparalleled combination of expertise uniquely qualifies him to address the multifaceted needs of dental professionals, delivering highly specialized and actionable strategies.

Tim is the dynamic host of the "Dental Wealth Nation Show," a leading podcast on DentalTown, and a #1 best-selling author of Dental Wealth Nation. His personal connection, being married to a dentist, gives him an invaluable perspective on the dual pressures of managing a practice and personal finances.

Committed to creating a life of balance and significance, Tim empowers dentists to preserve their legacy for future generations. His passion for innovation and challenging the status quo drives his mission to guide dental entrepreneurs toward a comprehensive wealth management framework, allowing them to prioritize their life, family, and legacy.

"Tim is knowledgeable, genuine, and eager to assist our members in any way he can."
- Lee Adishian, RDH, Executive Director; San Gabriel Valley Dental Society

"Tim has been a reliable, honest and thoroughly knowledgeable speaker. We have had Tim comeback to speak to our members time and again because our doctors find his advice and breadth ofspecific understanding about dentistry to be unique among those in his business sector. Lastly, he is apleasure to work with and is very astute in tailoring his presentations to the specific interests of eachgroup he addresses.”
- Andy Ozols, MA, MBA, Executive Director; San Fernando Valley Dental Society

“Tim’s presentation is absolute fire, but beyond that, what I really appreciate about Tim is his dedicationto serving the audience. He takes complex financial topics that often confuse doctors and simplifiesthem in a way that’s easy to understand. He’s not only dynamic on stage but also dependable andincredibly easy to work with - qualities every event planner will appreciate.”
- Dr. Anissa Holmes

"Tim gives a great perspective. He presents ideas with an optimistic and hopeful outlook thatdentists can benefit from."
- Scott Stewart, President; Clifton & Associates, Inc.

View Speaker Packet

Why choose Tim?

The ONLY financial speaker serving dentists who holds all three elite certifications simultaneously: CFP, CIMA, and CEPA
Repeat-invited speaker across multiple dental societies - a direct signal of audience satisfaction
Praised by meeting planners and event producers for being dependable and easy to work with
Customizes every presentation to the specific audience, not a one-size-fits-all program
#1 bestselling author of Dental Wealth Nation, reinforcing authority before he steps on stage
Host of The Dental Wealth Nation Show, with an established audience within dentistry
Presents complex financial content in accessible, actionable terms; praised for simplifying what confuses other experts
20+ years of experience with high-net-worth dental professionals

Have questions? We can help.

info@TheDentalSpeaker.com
480-993-7558