JNG Advisors Financial Bootcamp

 

This isn’t your average accounting conference, because we aren’t your average accounting firm.

We are nestled into the heart of the PNW: Bend, Oregon. What better place to host our annual conference? In between industry updates, roundtable discussions, tax updates, and learning best practices to set up your business for success, we’ll be enjoying everything that Bend has to offer. White water rafting down the Deschutes River, brewery night at one of the many craft breweries, and accommodations just steps away from miles of trails.

This conference in intended for couples to have some time to step away from the business of life and the practice and spend the weekend focusing on goals and learning how to achieve those goals.

When: TBD

Accommodations: Tetherow resort, Bend, oregon

Price: $2,500 PER couple (complimentary to JNG members)

includes all activities, meals and programs

Here are what prior attendees had to say about their experience:

"JNG's BootCamp was a fantastic experience! The whole thing was a class act and a top-notch experience. Not only were the speakers and topics engaging and pertinent to a small business owner like me, but the time created for social gatherings and recreation were a refreshing change from the "norm" of what you experience at dental meetings. I'll definitely plan to return in the future!" - Dr. Kelly Blodgett

“We had a wonderful, relaxing time of learning and mingling at the JNG BootCamp 2020. In addition to some great speakers, we had a productive meeting with Jeff, and also met some great professionals that we have worked with since then to the benefit of our office. Definitely an enjoyable and productive get together!” - Dr. Todd Schroeder

"My family and I had the privilege of attending the JNG Financial Bootcamp in 2020. The speakers and topics were excellent, and we really enjoyed getting to spend time with the other participants… not just in class but also while enjoying delicious meals, rafting, and mountain biking!" - Dr. Brian Jacobsen

“My wife and I attended the JNG advisers Boot Camp in 2020. The speakers were very well chosen and the material presented was very helpful ranging from life coaching to banking and estate planning. There were several blind sites which I didn’t realize we had. For example, we were given an update on tax and government help regarding Covid, as it was happening, we were also given bankers’ world perspective on the current situation, and we started working with an estate planner which was very comforting for the legacy we hope to pass on. The camaraderie that we experienced was also well worth mentioning. We met many very successful dentists and business owners with whom we were able to share challenges and experiences on how to overcome them. In addition to the wealth of information we received, the Bend experience was very memorable! The JNG advisors group took care of all the details including group activities which were incredibly fun such as white water rafting and mountain biking! I can tell you it’s 100% worth the effort, time and investment. My wife and I are so glad we attended and we will definitely be back! We are blessed to have found the services of such an amazing CFO and team!” - Dr. Pascal Nguyen

Anticipated Schedule

thursday, TBD

6-8 PM: Early Bird cocktails and putting contest

FRIDAY, tbd

12:00-1:00 Opening Keynote by Dave Blakkolb of 1degreeadventures

1:00-1:30 Tax Savings for Dentists from Jeff Gullickson

1:30-2:00 Working with your spouse by Dr. Matt Giulianelli

2:15-2:45 How to work with your bank from the Columbia Bank team

2:45-4:00 Building Trust by Nikki Bale, Terra Firma Consulting

3:30-4:00 Planning for Financial Freedom with Jeff Gullickson & CJ Baxter

4:30-6:00 Whitewater rafting on the Deschutes

6:00-8:00 Best Tacos Ever from El Sancho plus Holly’s Margaritas

 

SATURDAY, TBD

7:00-8:00 Morning Breathe Work and Yoga by Dave Rosen

8:30-9:00 The Whys of KPIs with Jeff Gullickson

9:00 - 9:30 Don’t make these HR mistakes with Holly Gullickson

9:30-10:00 Estate Planning by Attorney Megan Horner

10:15-10:30 Equipment ROI with Matt Hoertsch from Henry Schein

10:30-11:30 Beyond your Comfort Zone from Dr. Kelly Blodgett

12:00-1:30 Round Table Discussion over lunch

2:00 - 5:00 Mountain Bike Ride with Cog Wild

6:00-9:00 Group dinner at Open Door

SUNDAY, TBD

8:00 - 6:00: Individual Client Meetings (time to discuss your specific needs)