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Financial Management

Financial Management 

Tips for Growing & Conserving Personal Wealth in 2022

Richard Green DDS MBA 1 Comment 401k, Finance, financial independence, Financial Success, Investing

Stocks and bonds have both fallen in 2022, taking down portfolio balances. Meanwhile, inflation has shot up, tying the hands

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Financial Management 

Financial Literacy Series: CPI Personal Inflation Early Retirement 

Richard Green DDS MBA 0 Comments CPI, Finance, financial independence, Financial Success, FOMC CPI, personal finance, Retirement, Social Security

The Consumer Price Index (CPI) is a measure of the average change over time in the prices paid by urban

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Financial Management 

Financial Literacy Series: Five Books by John Bogle

Richard Green DDS MBA 0 Comments Business, business management, Finance, Investing, personal finance

Father of Index Funds John Bogle has many books to his credit. We all may benefit from reading one or

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Financial Management 

2021 Financial Literacy

Richard Green DDS MBA 0 Comments Budgeting, business management, Debt, Dental Business, financial independence, Financial Success

Financial literacy is the foundation of our relationship with money, and it is a life-long journey of learning. The earlier

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Financial Management Practice Management 

Five P’s for a Better Future

North Shetter DDS 0 Comments Collections, Patients, Performance, planning, Poor, Prevents, production, Profit, Proper, Staff Costs

In times of disruption, small changes can have a large impact. Follow the 5 P’s and see where Proper Planning

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Financial Management 

Re-starting Your Practice – How Will You Handle Fees?

North Shetter DDS 0 Comments ADA, fees, OSHA, PPE, systems

We are “all in” on getting ready for our office to re-open. We have been in dialogue with our team members,

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PankeyGram Plan the Exit Right for You
Financial Management Practice Management 

Plan the Exit Right for You

Drs. Christina & Bill Blatchford 0 Comments associateship, boomer dentist, financial independence, Financial Success, partnership, Retirement, retirement planning

More than 31% of solo practicing dentists today are 55 years or older. Since most dentists have traditionally retired between

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Financial Management Pankey Philosophy 

Retirement – Life After Dentistry

North Shetter DDS 0 Comments Budget, Commitment, Retirement, Schedule, transition

On January 10th, 2020, The Wall Street Journal published an article on the changing patterns of retirement. It is worth a look. After 43 years in the world

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Dentistry Financial Management Practice Management 

Just When You Thought You Had Seen the Worst

Deborah Bush, MA 0 Comments Dental Insurance

Theresa Duncan from Odyssey Management has been one of the top 25 women in Dentistry, and for over 20 years,

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Communication Financial Management 

The Economics of Great Communication – Part 1

Robert Maguire, DDS, MASCL 1 Comment Communication, dentistry, Financial Success, Private Dental Practice

On October 1, 2018, I retired from my solo private practice of twenty-eight years in the rural town of Wolfeboro,

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Communication Financial Management Practice Management 

Transitioning Your Relationship-Based Practice: Part 2

Lynne Gerlach DDS 0 Comments associateship, partnership, transition

Buyers are actively seeking dental practice opportunities all over the country. With the influx of doctors to desirable areas, sellers

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ADA CERP Recognition


The Pankey Institute is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

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One Crandon Boulevard
Key Biscayne, FL 33149

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