Tuesday, October 20th

6:30pm - 8:30pm

1485 Park Avenue, San Jose 95126

Dinner Included

FREE for SCCDS Members

As year-end approaches, dental practice owners face important decisions involving taxes, cash flow, business investments, and retirement planning. This program will bring together two complimentary perspectives to help dentists make those decisions more intentionally.

Sheri Pan - of Pantheon Wealth Planning - will then address personal and business retirement planning, including how practice owners can strategically use retirement plans and long-term financial strategies to build wealth.

The program will conclude with a joint panel-style Q&A; focused on situations where tax, cash flow, retirement, and broader financial planning intersect.

Presented By:

Sheri Pan, CFP

Sheri is passionate about small business owners because of her upbringing in an entrepreneurial environment. Starting at a young age, she helped her father with his import-and-export business, which grew from a small company with no employees to a successful 400-employee operation. When Sheri and her mother immigrated to the United States, she helped her family complete their first real estate purchase, which evolved into assisting her in managing multi-family properties. In college, Sheri interned at large brokerage firm where she experienced the dot.com bubble firsthand.

These profound life events, along with over two decades of experience in the financial industry, have taught Sheri that financial planning and management is about much more than choosing the right stocks. Financial planning is for life—and it should be based on comprehensive, adaptable plans that serve clients through each stage of life. Most importantly, Sheri enjoys seeing her clients achieve true happiness and allowing them the opportunity to pass on their wealth to the next generation.

Her skills are most beneficial to affluent doctors, small business owners, and other high-income earners who want to retain their hard-earned wealth and preserve their assets. As a CERTIFIED FINANCIAL PLANNER® professional with a Master of Taxation degree, she integrates important tax planning strategies into traditional financial planning and wealth management to help them pursue these goals. 

Any contact information provided may be shared with event sponsor(s) to facilitate events related communications.