The Physician's Financial Advocate


Presentation Topics

From 1-hour lectures to full-day retreats, our most common topics have been:
  • What’s Your Exit Strategy — retirement funds, hospital integration or a private equity buyout?
  • Don’t Sell Your Soul (and Practice) to a Hospital Yet!
  • Retirement Planning for High-income Specialists
  • Protection from the Biggest Lawsuits Facing MDs
  • What Your Insurance Agents Hope You Don’t Know
  • Turn your product or idea into a Reality
  • The Proper Practice Structures for Growth and Sales
  • And many more!

Category I CME Credits

We can secure accreditation for various presentations or assist your organization in doing so. For non-CME topics, we offer attendees our enduring CME material that addresses Risk Management. This monograph may result in 4 to 8 hours of Category I Continuing Medical Education (CME) hours for all specialties.

What medical societies are saying about DAKTORI Seminars.

Never before have we had such an overwhelming positive response to a [non-scientific program]. We would be pleased to invite you back for our 36th North American Federation Congress.

Paul Pancer

SCME director, International College of Surgeons

Your presentation was timely in this economy with rising tax rates. You gave our plastic surgeons excellent advice on how to reduce their risk, smooth their seasonal earnings and manage their expenses

S. Wall, Jr., M.D.

Louisiana Society of Plastic Surgeons

The meeting was a great success and could have been achieved through your time, dedication and consideration. Thanks again.

Richard G. Fessler, M.D., Ph.D.,

Chairman 2004 American Association of Neurological Surgeons

Your comments on changes in healthcare, suggestions on how to make your practice more appealing to a buyer, and recommendations for last minute retirement strategies were timely and very well received

Jana Timberlake

Executive Director, Oklahoma County Medical Society

It was our pleasure to work with you and we greatly appreciate your demonstrated concern for promoting women’s health issues.

Lisa Watson, Director of Meetings

American Medical Women’s Association

You were very well received, not only by our attorney members, but also the financial advisors and CPAs in attendance. They are all excited to have the opportunity to work with you.

Dan Stuenzi

Chief Operations Office National Network of Estate Planning Attorneys

A Partial List of Audiences Include:

  • Alliance of the International College of Surgeons
  • American Assoc. of Physicians of Indian Origin
  • American Association of Medical Society Executives
  • American Association of Neurological Surgeons
  • American College of Mohs Surgeons
  • American Medical Women’s Association
  • American Society of Oncology Fellows
  • And 100s of hospitals and private medical groups nationwide
  • Associated General Contractors
  • Association of Chamber of Commerce Executives
  • California Society of Plastic Surgeons
  • Coastal Communities Hospital (Tenet)
  • Eli Lilly & Co.
  • Fountain Valley Medical Center (Tenet)
  • Granada Hills Community Hospital
  • Health Care Advisors Association (HCAA)
  • Hill Country County Medical Society (TX)
  • International College of Surgeons
  • Iranian Medical Society
  • La Sierra University
  • Long Beach Community Health Center
  • Los Alamitos Medical Center (Tenet)
  • Los Angeles Metropolitan Medical Center
  • Louisiana Society of Plastic Surgeons
  • National Network of Estate Planning Attorneys
  • North Carolina Provider Sponsored Organizations
  • Nueces County Medical Society (TX)
  • Oklahoma County Medical Association
  • Pepperdine University PEPNET
  • Pfizer Pharmaceuticals, Inc.
  • Pueblo Country Medical Society
  • Sacramento Society of Plastic Surgeons
  • Society of Gynecologic Oncologists
  • Taking the Next Steps Entrepreneurial Conference
  • The Summit Continuing Education for Attorneys and CPAs
  • UCLA Alumni Association
  • UCLA Law School
  • UCLA Medical School
  • UCLA Money Management Seminar
  • University of Rhode Island Alumni Association
  • Valley Presbyterian Hospital
  • Ventura County Medical Association
To learn more about speaker availability or web-based conferences for your group, association or organization, please contact us.