Lincolnshire Section - Financial planning for dentists

Introducing your new Lincolnshire Section

We are delighted to announce that the Lincoln and District Section have joined forces with the Kesteven and Holland Section to form the Lincolnshire Section. The newly formed Section very much look forward to welcoming you to this season's events.

What to expect

This lecture will offer dentists a practical and insightful overview of financial planning, tailored to the unique challenges and opportunities within the profession. From understanding what to expect from a financial planner to exploring real-world scenarios relevant to practice owners and aspiring business leaders, attendees will gain valuable tools to make confident, informed decisions about their financial future.

Essential knowledge for dentists, but the principles of financial planning will be relevant to all dental professionals and all members of the dental team are welcome to attend. 

Timings

18:30 Registration and refreshments

19:00 Lecture - Alex Chamberlain

20:30 End of lecture and meal

22:00 Finish

Learning objectives

• To educate the audience on the various areas that can be covered by financial planning
• To explore case studies to help the audience understand and relate to some common scenarios. 

Development outcome

B

How to book

Anyone working in dentistry can book online. All you need to do is register for a BDA website account here: Register

If you get an error message it may be because you already have an account set up. In most cases the account is linked to the email address you receive BDA correspondence to, so please use this and request a password reset here

If you experience any issues please email [email protected] and we will be happy to assist.

Meet the speaker

Alex Chamberlain is a Chartered Financial Planner and founder of financial planning firm Castlegate Capital which was recently acquired by One Four Nine Group, based in West Bridgford, Nottingham.

With over 20 years in the financial advice industry, including 18 years as a financial planner primarily advising high net worth clients, Alex has extensive experience guiding clients to achieve their financial objectives throughout their lives.

His background as a business owner and specialist in assisting professional sportsmen enables him to help a diverse clientele make informed decisions to maintain their lifestyle now and into retirement. Collaborating with client’s other professional connections, Alex ensures his clients’ financial affairs are coordinated and tax-efficient.

Outside of work, Alex enjoys golf, tennis, padel, and spending time with his family.