Episode summary
2026 Dentist Money Summit Info Session
The Dentist Money Show
· · 21 min
Summary
The session is a promotional overview of the 2026 Dentist Money Summit, framed around the idea of "practice on your terms." The host says the summit is meant to help dentists think more intentionally about career, money, and life, especially as dentistry faces pressure from corporate consolidation and uncertainty about practice ownership.
The host and a guest describe the event as a year-round project built by a committee and designed to feel more personal than a crowded clinical conference. The guest says the summit brings together clients, strategic partners, advisers, and the broader Dentist Advisors community, with an emphasis on learning, connection, and candid conversations about money, family, and goals.
They highlight a speaker lineup that includes the host, Dr. Daniel Crosby, Pascal Finette, Beverly Flaxington, Robbie Demoski, Dr. Richard Lowe, and a dentist panel moderated by Christine Euan. The speakers are presented as covering fulfillment, money psychology, culture, leadership, investing, burnout, and the full dentist career lifecycle.
The event is set for June in Midway, with outdoor activities, hotel discounts, and free registration for clients. Non-clients who stay through the session are offered 25% off with code summit25.
Key takeaways
- The host says the summit theme, "practice on your terms," is meant to help dentists define success for themselves rather than follow external pressure.
- The guest says the summit is designed to unite the Dentist Advisors community, clients, strategic partners, and advisers in one annual event.
- The lineup includes Dr. Daniel Crosby on money and fulfillment, Robbie Demoski on investing with intention, and Beverly Flaxington on leadership.
- The host says the summit is useful for dentists at any stage, from new graduates to practice owners considering growth or exit.
- The guest says clients can register at no cost, and non-clients can use code summit25 for 25% off.
- The host says the event adds outdoor and social experiences in Midway, including fishing, golf, and other activities.
Notable quotes
“the theme this year is practice on your terms and it's really a reflection of how we believe what what we believe dentists should be how they should be approaching their career in their life”
“the rise of corporate dentistry, it's put a ton of pressure on dentists, a lot of unknowns”
“success doesn't always equal fulfillment, understanding your relationship with money”
“if you're a dentist at any stage of your career, you should come to this”
How the episode opens
We've we've done this before where we didn't mean to. This time we mean to. Uh welcome everyone to uh I think our first one chip our first ever info live info session for the Dennis Money Summit. — Uh I'm Matt. I'm one of the managing partners and senior adviserss at Dennis Advisors here with Spencer Chipping.
We lovingly call him Chip. our VP, SVP of business development and one of the main people behind the Dennis Money Summit. This is fun, Chip. We You and I have never done any content together, so I'm excited about this.
I I am thrilled to be here, Matt. Yes, absolutely. — Um I want to really quick as we jump into this, Chip, I think it'd be really So, you are one of the people behind this, but one of many. Can we just give a quick shout out to the committee on this summit?
Yeah, for sure. the I mean we got to give a shout out to the committee that puts it all together. There's you know when you're everybody has been an attendee at a summit but when you really get behind the scenes and know what runs a summit
Definite shout out to this to the committee. — Yeah. So Becky, Michelle, Study, Anna, anyone else on the committee that works directly with you on this? — Yeah, Maddie. — Maddie. Yeah. So so much work goes into this. It's a yearround project. We feel like it's like Santa Claus. It's like you're ending it's like on elf you end the summit and then it's like and let's get ready for next year and everyone cheers. I'm not sure our team's cheering. I don't know. But it's a lot of work that goes into this.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- career intentions
- dentist finance
- practice growth
- life priorities
- event registration
Companies and tickers mentioned
- Dentist Money Summit
- dentistmoneysummit.com
Watch the episode
Watch “2026 Dentist Money Summit Info Session” on YouTube
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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The Dentist Money Show, this episode and its artwork belong to Dentist Advisors - Financial Planning and Investment Management. Octagon is not affiliated with the show; this page is an independent summary.
