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Plan Wisely or Work Forever


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DATE: Wednesday, October 27, 2021
TIME: 1:45 PM – 4:45 PM
AUDIENCE: Entire Dental Team – Of Special Interest to New Dentists
CE UNITS: 3.0    
LECTURE #: 034    
MODERATORS: Dr. Jonathan Limberakis & Dr. Maggie Rosenberger

We dream of a secure retirement when work is optional. Why not take action today to turn your dreams into a reality! Implementing the proper financial planning fundamentals are the keys in achieving a secure financial future.

The first step is to learn how to manage debt, maintain liquidity, protect assets through appropriate insurance (professional and individual), and guard against identity theft. The second step is to generate surplus income that can be invested for future goals. Finally, we need to grow our assets to last a lifetime and beyond.

Accomplishing these goals require knowledge, discipline and proper financial planning. Learn the basic fundamentals of asset protection, debt management, investment strategies and wealth creation. While ideal for those just starting their financial journey, seasoned investors can also benefit from this fundamental review.


  • Understand debt management and credit score fundamentals
  • Implement strategies to protect your finances from identity theft
  • Employ proper insurance strategies for individual and professional protection
  • Explore investment strategies to grow your assets and plant for future needs

Early Bird Tuition by
OCTOBER 11, 2021

Second District Members: Complimentary*
ADA Members Outside of Second District: $155
Non-ADA Members: $255
Staff: $95


Purchase a special FREEDOM PASS for $635.

*Complimentary lectures for Second District Dentists who practice in Bucks, Chester, Delaware, Lehigh, Montgomery or Northampton counties and have paid their ADA/PDA/SD 2021 dues. (Hands-On Courses Not Included)

MPat Little, DDS, FAGD

Pat Little, DDS, FAGD

Don’t Just Do Something, Stand There! Principles of Evidence-Based Investing (#033)

Plan Wisely or Work Forever (#034)

Dr. Little is a dentist, accountant, and financial advisor. Dr. Pat Little brings a unique blend of skill and experience to his presentations which focus on financial planning, investment advising and financial risk management. He integrates his accounting and business education with over thirty years of varying dental experiences including starting two private practices from “scratch.” After leaving clinical practice due to disability, Dr. Little returned to college to complete his accounting and general business education. He became a Certified Fraud Examiner advising dentists on matters related to fraud and embezzlement. As a financial planner, he works with dental professionals by creating long-term, meaningful relationships that take into account their investing experience, expectations for returns, tolerance for risk, and ultimate financial goals. While Dr. Little was raised and practiced dentistry in Georgia, he now resides with his family in the beautiful city of Chattanooga, Tennessee. Away from the office, he enjoys presenting dental education courses nationwide and maintaining his high golf handicap.