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 2025 roadmap to success.
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 2025.
Lecture-Led, Workshop Driven
Join us for a transformative annual planning experience that equips your team with a clear roadmap for the upcoming year.
Invite Your Team & 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
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Discover what Fortune members are saying
.jpg)
"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
Annual Planning
Leveraging Atomic Habits
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 James Clear's Atomic Habits. 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.
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.