Desert–CAMFT

presents

in collaboration with the Central Coast chapter

"Private Practice 101"

with David Frank, CFP

Friday, April 4, 2025
9:30am-10:30am

Online Via Zoom

(link will be provided in confirmation and reminder emails)

No CE Credits

Description

David Frank is a financial planner dedicated to helping therapists feel organized and confident in their financial decisions. As the founder of Turning Point Planning, he assists therapists in evaluating, organizing, and prioritizing their financial lives, both in their practice and personal affairs. Dave's mission is to reduce financial stress and enable quicker, more confident decision-making.

Educational Goals

1. Understand the financial, tax, and business fundamentals of starting and building a private practice.
2. Gain insights into the importance of consistent money practices and their impact on business growth.
3. Learn the components and importance of a profit and loss statement for financial management.
4. Understand the process of establishing pricing for private practices, including the relevance of personal budgeting.
5. Recognize the value of celebrating failures as learning opportunities in the journey of business ownership.

Presenter

David Frank worked in corporate finance for over twenty years and in that time learned that finance has a lot more to do with psychology than it does with numbers. He started Turning Point to combine his love for psychology and numbers into meaningful work. He has a MBA and a certificate in personal financial planning. He’s worked in investment banking, corporate finance and corporate strategy. Website: https://turningpointhq.com/

Cost

FREE for Desert-CAMFT Members and Non-members or Guests

Must still register for headcount.

Questions

Please email Chaundra Prehara, Director of Events at chaundraprehara@yahoo.com.