Create Your Annual Plan & Unlock Your Practice's Potential
Join a local annual planning event in one of over 40 cities across the country, and complete your 2026 roadmap to success.
Annual Planning: 5 Types of Wealth
Success can only be seen if we lean into positive change and progressive habit. This year's annual planning events will be delivered through the lens of Sahil Bloom's: "5 Types of Wealth". Join us as we apply the themes from the book to our conversation, and guide you on changing your habits to get better every day.
Individual Ticket: $199
Bring Your Team: $499 (up to 5 people)
Walk away from Annual Planning with
Every Fortune coach completes our rigorous Extraordinary Coach Academy, ensuring consistent methodology, proven tools, and leadership excellence.
Focused goals for Production, Collections, and New Patient Growth
A comprehensive 2026 Marketing Strategy
A forecast for results across the Five Business Engines
Fresh inspiration—both personally and professionally—to achieve your full potential
Plan Your Most Successful Year in One Day
Rally your team, leverage Fortune's insights and expertise, and leave with a complete plan for a successful 2026.
Lecture-Led, Workshop Driven
Join us for a transformative annual planning experience that equips your team with a clear roadmap for the upcoming year.
Engage in Collaboration
Annual planning events encourage team collaboration and buy-in to ensure everyone is aligned with practice objectives.
Goal Setting in 5 Key Business Engines
Fortune will share tried and true methods in 5 key sectors that help practice owners turn their vision into reality.
Annual Planning Events
Find An Annual Planning Event Near You
"Annual Planning is a chance for our team to stop, breathe, and plan ahead! It’s a day full of constructive conversation, challenging the norm, and learning from each other and other teams. It’s an opportunity to better serve our patients in the most rewarding way!"
- Dr. Trevor Coeling
"The Fortune Annual Planning Day is a way for the team and doctors to align their personal and business goals for the next year. One of the most effective parts of the day is working with my team to determine the days we will see patients and vacation days to plan the year ahead. There is no guessing and it creates certainty that we can take time off AND hit our production and collection goals at the same time."
- Dr. David Stangl
What life looks like with Fortune
Unlock Your Practice's Potential with Our 5 Key Business Engines
At Fortune Management, we empower dental practices to turn their vision into reality by addressing the 5 key business engines.
Systems
Streamline your operations for maximum efficiency and productivity in your practice.
Clinical & Technology
Create a plan for technology and equipment purchases to enhance your productivity.
Sales & Marketing
Attract and retain patients with effective marketing strategies tailored to your practice.
People
Ensure your dream team is at peak performance with a clear path toward growth expectations.
Finance
Hit your financial goals in the upcoming year with manageable benchmarks and the key activities needed to succeed.
Hit All Your Practice Goals In 2026
Set your practice, your team, and yourself up for success in the upcoming year with strategic planning and actionable goals at our annual planning events.