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Building on core financial planning principles, this advanced session explores the strategies that distinguish truly successful retirees. Participants will go beyond the basics to learn how to identify and address the key risks to long-term retirement success through refined withdrawal methods, tax-optimized distribution planning, and portfolio management techniques. Join us to discover how thoughtful adjustments can help you extend the life of your portfolio, enhance financial confidence, and enjoy a more fulfilling retirement.
MS, MBA, CFP®
Managing Partner and Co-Founder, Moss, Luse & Womble, LLC
Jeff Moss is a Certified Financial Planner™ practitioner and Investment Advisor Representative, bringing over two decades of expertise in financial planning, accounting and wealth management. As Managing Partner and co-founder of Moss, Luse & Womble, LLC, Jeff has dedicated his career to helping business owners and high-net-worth individuals navigate complex financial landscapes with a particular focus on the unique needs of dental professionals.
With a strong academic foundation, Jeff earned his BBA and MBA in Finance and an MS in Financial Planning from Texas Tech University, graduating Summa Cum Laude. His educational background, combined with extensive industry experience, positions him as a sought-after advisor for clients at every stage of their professional lives, from recent dental school graduates to former practitioners enjoying retirement.
Jeff’s career began as a senior analyst at a Dallas-based wealth management firm, where he focused on developing customized planning strategies for C-level executives and business owners. Since then, he has consulted on numerous practice start-ups, acquisitions, sales, and partnership transitions. His expertise extends to multi-scenario retirement decision modeling and complex distribution strategies, essential for clients seeking tailored, tax-efficient financial solutions.
Jeff has served as guest faculty at Texas A&M College of Dentistry for over a decade, and as a CE clinician at dental conferences including the Texas Dental Association Meeting. His speaking engagements span multiple dental society meetings and study clubs, where he shares insights on financial planning, investing, tax strategies and practice management.
Outside of work, Jeff enjoys spending time with his wife, Stefanie, and their three sons. Before becoming a father, Jeff served as the Events Director for the Texas-Oklahoma District of Key Club, a volunteer organization that empowers high school students to engage in community service, a role he held for 19 years. Nowadays, his weekends are filled with coaching his sons’ baseball teams or cheering on the Red Raiders and the Texas Rangers.
Dental professionals often excel clinically but lack a comprehensive framework for financial independence, often struggling with liquidity, investment planning, and tax strategy. This program closes that gap by providing education and tools to build lasting financial health and confidence. Participants will leave with a “Financial Integrity Scorecard” to assess their status across five key areas, identifying if they are in a danger zone or reaching their optimal potential.
CLU®, ChFC®
Mark B. Murphy is a nationally recognized financial strategist with 40 years of specialized expertise in the dental industry, helping thousands of dentists strengthen their practices through strategic business planning, financial leadership, and long-term wealth strategies. He is a featured writer in Dental Economics and a sought-after speaker in the field. Mark is the recipient of the prestigious Peter W. Mullin Visionary Leadership Award, and Forbes has honored his achievements by ranking him #1 on its list of Best-in-State Financial Security Professionals in New Jersey, #10 on its Best-in-State Wealth Advisors list, and #15 among the Top Financial Security Professionals nationwide. He is also the author of the Amazon #1 best-seller “The Ultimate Investment: A Roadmap to Grow Your Business and Build Multigenerational Wealth.”
Whether you are an associate or an owner, this conversation will highlight how partnerships are reshaping what success looks like in dentistry. The profession is evolving, and women are leading the way with new priorities, unique skills, and a more collaborative approach to growth.
In this session, JJ Littrell, Co-Founder and COO of Tuatara, will share how partnerships can create a higher quality of life, greater stability, and lasting value for every dentist. We will explore how practice ownership has changed from what it used to be and why the rise of partnerships will touch every dentist, regardless of where they are in their career.
Attendees will leave with practical insights, a renewed perspective on what partnership in dentistry means and with the tools you need to design a dental career that supports both professional success and personal fulfillment.
JJ Littrell is the Co-Founder and COO of Tuatara, a boutique partnership consulting firm transforming how private dental practices grow with purpose. Tuatara is redefining what modern ownership looks like by helping dentists design, structure, and sustain profitable partnerships that create freedom, legacy, and aligned growth.
As both a business strategist and partner herself, JJ brings a unique blend of financial expertise, operational insight, and real-world empathy to every engagement. Her career spans Fortune 500 companies, top-tier accounting firms, and high-growth startups, where she has led teams of up to ninety people and guided organizations through complex transitions.
Based outside Charlotte, NC, JJ is as passionate about purpose-driven leadership as she is about creating a full life outside of work. Youth sports are her happy place, with adventurous family travel as a close second. She loves exploring new places with the people she loves and always makes time to curl up with a good book, preferably with a beautiful view and a hot cup of tea.
This course provides women dentist entrepreneurs with a comprehensive framework for building and managing long-term personal wealth. Starting with the foundation of a personalized wealth plan, participants will learn how to define their financial goals and translate them into a tailored investment strategy — one that accounts for the unique financial profile of a dentist who also owns a business. The course covers portfolio construction, tax-efficient investing, and gift and estate planning strategies, giving attendees the tools to make informed decisions about their wealth — or to have more productive conversations with the advisors who help manage it.
Jonathan is a Principal at Summit Trail Advisors, a private and independent multi-family office that caters to ultra-high net worth individuals, and has been at the firm for over 10 years. Jonathan advises business owners and entrepreneurs, professional investors in the private equity, venture capital, real estate and hedge fund industries, and professional athletes and entertainers on all aspects of their complex financial worlds in a completely independent, straightforward, and unbiased manner. Jonathan focuses on being a fiduciary that is accountable and trustworthy, always putting client interests first. Prior to joining Summit Trail Advisors, Jonathan helped invest Northwestern University’s $10+ billion endowment as an Investment Associate for the University’s Investment Office. His primary focus included equity, fixed income, and hedge fund investment strategies. Jonathan began his career as an analyst on the manager research team at Grosvenor Capital Management, a fund of hedge funds headquartered in Chicago. In this role, he focused on underwriting investment managers, particularly those focused on US and European equity/credit and commodities strategies. Jonathan is a CFA® Charterholder and CERTIFIED FINANCIAL PLANNER™ practitioner.
In today’s competitive landscape, creating authentic connections with your local community is more important than ever. This course will empower you with practical, cost-effective strategies to build strong relationships, boost your brand, and grow your practice from the ground up. Whether you’re a new practice owner or looking to refresh your marketing approach, you’ll leave with actionable tools to make a lasting impact in your community.
Dr. Grace Yum grew up in Glenview, Illinois and now lives in sunny California. Dr. Grace Yum is the founder and visionary behind Mommy Dentists in Business (MDIB), a thriving online community of over 10,400 members that empowers female dentists who are also mothers to excel both personally and professionally. With a passion for supporting women balancing the demands of dentistry and motherhood, Dr. Yum created MDIB to provide resources, mentorship, and networking opportunities. What began as a Facebook group has now expanded into a popular podcast, live events, and continuing education courses. Under her leadership, MDIB has become a trusted space for thousands of dental professionals seeking to grow their practices while maintaining a fulfilling family life.
In addition to managing the MDIB community, Dr. Yum hosts her own podcast, Mommy Dentists in Business Podcast. With 28 seasons, Dr. Yum’s podcast has been in the iTunes top 100, was ranked number 3 of 15 of the top dental podcasts by Patterson Dental’s Off the Cusp publication, and has been downloaded over 250,000 times. She has won the “Fan Favorite” category on Dental Woo amongst dental podcasts in 2021, 2022, and 2023.
She has quietly become nationally recognized in her field. Dr. Yum has appeared and was featured on TODAY Show on NBC nationally, NBC Chicago as a repeat guest, Parents Magazine, Parenting Magazine, Chicago Parent Magazine. She has also appeared on over 50 podcasts, with topics covering dentistry, work/life balance and business tips for the working mom.
During her spare time, Dr. Yum enjoys spending time with her two kids and husband in Newport Coast, California.
In this amazing and very informative self-defense workshop the participants will learn about ;
Southern praying mantis & Kook Sul won is a combination of soft, short-fist, in-fighting style along with sticky hands techniques, that uses the opponents own power against them.
Short fist means that we generate power from a very close distance to the opponent’s body to hit deeply and effectively. Long fist styles generate a great deal of power with speed and mass but it takes a longer distance and more time to do this. Being a soft style does not in any way mean it is limp or wimpy. Soft turns to hard at the right moment and hard to soft; just like the yin-yang symbol. You might intercept the attack with a soft motion but then redirect and strike hard into the body.
Also participants will find that they can very easily and with very powerful short motion, redirect the opponent energy,redirect it as it will lose its trajectory. This is what the extended arms are doing in mantis; they want to feel the strike coming in and with the slightest motion redirect it. Participants also will learn the feel , the time, the motion, with the use of great speed and then great short power.
Effectiveness of these techniques with tiny motion are powerful and easy to learn and adopt!
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