MNP
BUILDING YOUR RETIREMENT ROADMAP: FROM PRACTICE OWNER TO WHAT’S NEXT
Ms. Rose Keeler, CPA and Mr. Robert Morris, CPA
Session Date: Thursday October 22, 2026
Session Time: 6 PM – 9 PM
Presenters:
- Ms. Rose Keeler
- Mr. Robert Morris
Cost: Complimentary (For delegates AND non-delegates of the 2025 TODS Meeting)
Please RSVP To Reserve Your Seat: CLICK HERE to RSVP directly with MNP
**SEATING IS LIMITED** IT IS HIGHLY RECOMMENDED TO RSVP
Outline:
Building Your Retirement Roadmap: From Practice Owner to What’s Next
Are you confident your practice and current financial decisions will support the lifestyle you want in the future?
Dentists face a unique financial picture—balancing practice ownership, corporate income, and long-term personal goals. This session is designed to step back from the day-to-day and help you better understand how your practice, personal finances, and future plans all fit together.
It starts by helping you think about what you want your retirement to look like—and how the decisions you’re making today support that outcome.
Join MNP advisors for a practical discussion focused on what matters most:
• How today’s decisions can impact your long-term options
• Key considerations when planning for a future practice transition
• Strategies to move from building wealth to planning for retirement income
• High-level ideas to stay tax-efficient across your personal and corporate structure
Whether retirement is years away or starting to feel more real, this session will help you gain clarity and confidence around your next steps.
About The Speakers
Presenter: Rose Keeler, CPA, Senior Manager, Professional Services – Roseis a business advisor based in Kelowna, specializing in tax and advisory services for dentists. She provides tailored guidance on financial planning, corporate structure, and cash flow—helping dental clients stay organized, compliant, and focused on building a successful practice.
Presenter: Robert Morris, CPA, Senior Manager, Professional Services – Robert is a business advisor based in Kelowna, where he works closely with dentists across the Okanagan on tax planning, advisory, and long-term wealth strategies. He focuses on practical advice to help dentists grow their practices while staying tax efficient.
Event Sponsor
Accounting Firm in Kelowna | MNP
Building Your Retirement Roadmap: From Practice Owner to What’s Next
