The Summer Session: Wealth Extraction By Design, Not Default
Join us Thursday, June 18 from 6:00 to 8:30 PM at the Lever House for cocktails and a behind-the-scenes look at how top dental practice owners are using advanced retirement strategies to move six figures a year from their tax bill onto their personal balance sheet.
Proudly serving dental and medical specialists at 15 institutions and growing
Why Attend?
Connection
Building meaningful relationships outside your operatory or study club isn’t easy when your schedule runs wall to wall. Our events create space for real conversations with high-performing dental specialists outside the day-to-day bubble. Walk away with insights, introductions, and perspective you won’t find at clinical conferences.
Financial Acumen
Most practice owners "max the 401(k)" and stop there. This session opens up the full qualified plan landscape, from cash balance and defined benefit design to profit sharing structures, and shows you how these pieces actually fit together to redirect significant dollars from your tax bill into lasting personal wealth.
Lifestyle Incentives
You operate at the top of your field; your lifestyle should support that. That’s why we offer exclusive perks at select events, like a custom tailoring experience from vetted partners, such as Tom James Clothing. Because looking sharp and saving time shouldn’t be mutually exclusive.
Your Practice is Profitable. Your Qualified Plan Probably Isn't Keeping Up.
Your practice generates serious cash flow and the numbers (and your expertise) show.
But most owners default to what they were told years ago: that advanced retirement plans are expensive, complicated, and not worth the hassle. So the SEP or basic 401(k) stays in place while six figures in potential tax-deferred wealth passes through as ordinary income every year.
The math has changed dramatically.
For practices with the right demographics and staff mix, a properly designed cash balance or defined benefit plan can move well over six figures a year, pre-tax, into your personal balance sheet.
That’s a plan design working the way it was intended.
The strategies are not exotic. Most specialist owners have just never had a pension actuary, a CFP® and a CPA look at the full picture together. The pieces exist. Nobody has yet to architect them for maximum impact…
What you’ll learn
- Why SEPs and “owner-only” setups create compliance risk in multi-owner dental practices, and how a properly designed cash balance or DB plan stack works to deliver disproportionate benefit to owners.
- Where the real tax savings come from across federal, state, city, payroll, and NIIT, how SECURE 2.0 credits can offset early costs, and what commitment and flexibility actually look like inside these plans.
- How qualified plan design connects to practice exit planning, outside investments, asset protection, and the estate questions that show up once balances reach seven figures.
Secure Your Ticket
TL;DR
Who: Prolific Solutions is hosting a 40-person, invite-only cocktail event + masterclass for high-performing dental specialist owners.
What: Cocktails + networking + a 45-minute masterclass and live team discussion
- 6:00 – 7:00 PM: Cocktails & hors d’oeuvres, networking
- 7:00 – 7:45 PM: “Wealth Extraction By Design, Not Default” masterclass + live case simulation
- 7:50 – 8:30 PM: Closing cocktails, networking, giveaways
When: Thursday, June 18th 2026 from 6:00 – 8:30 PM ET
Where: Lever Club @ Lever House, 390 Park Ave., New York, NY 10022
Meet Our Speakers
The Venue: Lever Club @ Lever House
390 Park Ave, New York 10022
Lever House is one of Park Avenue’s most recognized architectural landmarks, a modernist icon that has defined the Midtown skyline since 1952. Inside, Lever Club is a private membership club known for its refined setting, exceptional service, and the caliber of its events.
This June, it serves as the host venue for an exclusive evening of clarity, connection, and strategy, an intimate gathering of specialist dental practice owners in a setting that matches the seriousness of the conversation.
"If you're a doctor and you have a consultant: [this team] is like the consultant's consultant."
"When I was in medical school and residency and fellow training, nobody taught me about business whatsoever. That's why we have Prolific Solutions."
Andrew R. Hong, M.D.
Pediatric Surgery