Financial 101 & Investing 101
As a forward thinking, entrepreneurial leader, Shel spent seven years with two Fortune 500 organizations where he held senior leadership roles focused on working exclusively with C Suite executives. Shel has served the Central Florida business community over the last 17 years in various CEO roles for middle market private companies. Join Shel for the opportunity to build a financial and investing legacy that will guide your practice to sustaining profitable value and long-term growth.
Legacy Wealth Management
Justin Martin is a financial mentor on a mission! Based out of Salt Lake City, Justin and his team spend their days consulting and working with many chiropractors around the United States, showing them how to create financial independence in order to have the means to pursue their goals and missions in life.
Dr. Peter Gianforte
Doctor of Chiropractic
Dr. Peter Gianforte is committed to seeing the western suburbs reach its full health potential. By applying the 5 Essentials of health to his practice members, and operating within the principle that the human body was created for health, his patients experience amazing health results. Dr. Peter Gianforte is also an Official Wellness Physician for USA Athletes.
Leslie Lopez, CPA
MaxLiving VP of Finance
Leslie Lopez, CPA is a Florida Board Certified Public Accountant who has been with MaxLiving since April 2018. Before joining MaxLiving, Ms. Lopez was a Regional Controller for TUI, PLLC (May 2014 - March 2016). Prior to that position, she was a Finance Manager at Raytheon Company (March 2008 - May 2014). She earned her Master’s Degree in Accounting and Finance at the University of San Diego and her Bachelor’s Degree in Business Administration at the University of Washington. Ms. Lopez works at the MaxLiving corporate office.
Dr. Erin Zovath
Doctor of Chiropractic
Dr. Erin has overseen the care of patients of all ages, from mere minutes old to 102 years of age! She truly understands the meaning of lifelong health and is deeply committed to helping each patient achieve it. She teaches a variety of health workshops to groups ranging from large corporations to local businesses, churches, schools and other organizations.
Master's in Education and Human Performance
Zach Zovath graduated with a bachelor’s degree in Exceptional Education from the University of Central Florida (UCF) and continued on to receive his master’s degree from the college of Education and Human Performance at UCF. Zach uses this education and experience as a personal trainer, coach, and health consultant to create fast and effective exercise programs.
The Business of Wellness
This business intensive event is geared towards the chiropractor looking to evolve from being a solid diagnostician to a true business leader! We’ll offer several tracks and breakout sessions – starting with the integration of business wellness – to meet the balanced business needs of our profession.
- Evaluate your practice
- Identify the needs of your practice
- How to get the most out of the experience
There are many stages of business to evaluate before determining a practice as “successful.” The Financial aspect of a practice may not be the most glamorous, but it is certainly one of the most critical. Establishing a strong financial foundation allows you to comfortably grow in other areas of your business and enjoy the reward of true financial freedom.
Learn how to accomplish the “Rules of Financial Engagement” and so much more:
- fundamentals of key indicators / dashboard
- financial statement basics and key ratios
- design of banking accounts
The difference between a small “mom & pop shop” and a substantially profitable chiropractic practice is where you invest your money. As a business, reducing overhead cost and optimizing logistical strategies helps you increase your profitability and build true sustainable value.
Listen in to grasp the strategic planning on how to invest your money in the best way:
- Debt reduction and principles of compound debt/interest
- Pre-tax and post-tax strategies to invest in
- Basics of estate planning / insurance coverage
With the current economic situation affecting small businesses across the country, chiropractors are looking for new, innovated ways to drive more patients into their clinic. What separates the ordinary from the extraordinary is seizing opportunity in chaos. Capitalize on the chance to develop your digital and integrated marketing strategies at Virtual MaxBusiness.
- Cost effective digital marketing strategies
- Optimizing organic traffic and building a reliable database
- Grow patient reach within community through active engagement