Don’t Gamble on Your Next Speaker.
I help meeting planners deliver high-impact dental events by simplifying wealth, sparking engagement, and making you look like a rockstar.
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ABOUT TIM MCNEELY
The Financial Speaker Who Actually Gets Dentists
Booking the right speaker shouldn’t feel like a gamble.
You need someone who’s engaging, effortless to work with, and consistently delivers value your audience won’t stop talking about.
I’m that speaker.
With 20+ years advising dentists—and married to one—I turn financial complexity into clear, actionable insight for dental entrepreneurs. Your audience leaves equipped. You look like a hero.
- ✅ Consistently Rated a Top Speaker: Audiences rave about the clarity, energy, and relevance I bring to every event
- ✅ Zero Drama, All Delivery: Easy to work with, fully prepared, and focused on making your job easier
- ✅ Built for Dental Entrepreneurs: 20+ years advising dentists means I speak their language—and move them to action
Authority Section
What Dental Leaders are saying about Tim
"Tim’s presentation is absolute fire...
but beyond that, what I really appreciate about Tim is his dedication
to serving the audience. He takes complex financial topics that often confuse doctors and simplifies
them in a way that’s easy to understand. He’s not only dynamic on stage but also dependable and
incredibly easy to work with - qualities every event planner will appreciate.”
Dr. Anissa Holmes
"Insert hook to make them read the full testimonial"
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- Vanessa Emerson
"Insert hook to make them read the full testimonial"
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- Dr, Victoria Peterson
Tim is so completely knowledgeable about such a complex subject. He’s able to chunk the information down into bite size pieces so they’re not intimidating.
Dr. Laura Collatz
'"Wonderful information about the necessity of planning for the future. First identify the important goals"
Dr. Corinne Pearson Lusk
"This is an important session to hear for any dentist that is lost financially and doesn’t know which direction to head."
Christine Dolson
"It was eye opening."
Dr. Arminda Mendiola
"It was really helpful and insightful"
Dr. Ryan Naylor
"Positive thinking for dentists"
Dr. Martin Courtney
Signature Talks
Unlocking Your High-Value Exit: The Crucial Questions to Ask Before You Cash In
The Crucial Questions to Ask Before You Cash ILearn how to ensure your wealth endures, reduce tax liabilities, and safeguard your family’s future. Discover the strategies the ultra-wealthy employ to secure their fortunes, avoiding costly mistakes by identifying potential weaknesses through stress testing and proactive planning.
Beyond the 401(k): Secure Your Team, Strengthen Your Practice
Through real-world case studies and interactive discussions, explore the latest trends and best practices in qualified retirement plans. Discover how to maintain a compliant plan that builds stability for the practice while maximizing tax benefits.
View Tim's Speaker Packet
Presentations
Ready To Get Started And Achieve Amazing Thing?
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Proud to Be in Bakersfield
Serving Dental Entrepreneurs & Executives Nationwide
Tim McNeely, CFP® CIMA® CEPA®
Advisor to Dental Entrepreneurs
Click here to book a call with Tim
© The LifeStone Companies, The Dental Exit Institute, The Dental Wealth Alliance - All Rights Reserved
This material is intended to be used for educational purposes and does not constitute a solicitation to purchase a security or investment advisory services. Some material on this site has been researched and prepared by BSW Inner Circle and its affiliates, CEG Worldwide, LLC and AES Nation, LLC. Timothy J McNeely has retained AES Nation to conduct research and prepare informational materials for his use. Mr. McNeely is a member of CEG Roundtable and pays an annual fee for these services. Mr. McNeely is involved in these activities through The LifeStone Companies.
Some materials is published by the VFO Inner Circle, a global financial concierge group working with affluent individuals and families and is distributed with its permission. Copyright by AES Nation, LLC. This report is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing..
*Timothy J McNeely is an Investment Advisor Representative. All investment advisory services are offered through a RIA. The LifeStone Companies are not owned or legally affiliated with RIA and the activities conducted by Mr. McNeely under The LifeStone Companies are considered educational activities and are separate outside business activities.
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