Associate to Owner Practice Transition Seminar
Speakers:
Andrea Cumings, CPA, MUN CPAs
Dave Kempton, Financial Advisor, Managing Director Retirement Plans
Javier Zuniga, Business Banking Relationship Manager – Healthcare, US Bank
Monday 26, 2026
7:00 PM - 8:30 PM / *NON - CE course
In-Person Seminar / Free for Members
Understanding the key steps in a practice transition and how to avoid common pitfalls
• Learn how to structure your practice entity for financial and legal purposes
• Prepare financially for ownership, including securing funding and managing cash flow
• Choosing the Right Retirement Plan Type
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