
First Impressions | NJDA Annual Convention
Legal/Lending Insights for New Dentists: “Knowledge is Power”
YOU MUST BE REGISTERED FOR THE ANNUAL CONVENTION TO ATTEND THIS EVENT
Bridgewater Marriott
700 Commons Way, Bridgewater, NJ 08807
3:30 PM - 4:30 PM
Starting your career in dentistry is exciting — but it also comes with major financial and legal decisions that can shape your long-term success. Whether you’re completing residency, entering private practice, or considering ownership, this session will help you navigate those key steps with confidence. Join Julia Belton, a Partner at Mandelbaum Barrett PC, and Jason McKenzie, Vice President of the Dental Division at Bank of America, for a practical discussion on what every new dentist should know before signing their first contract, buying a practice, or securing financing. Through real-life examples and interactive Q&A, you’ll gain insight into how to avoid common pitfalls, prepare financially and legally for your next step, and position yourself for lasting success.
Purchase and start-up:
- Practice sales, purchases, and practice acquisitions
- New practice start-ups
- Owner-occupied commercial real estate products2
Expansion and restructuring:
- Improvement and expansion financing
- Equipment financing
- Practice debt consolidation¹
Professional guidance = Real solutions.
Association members receive 50% reduction in loan administration fees.³ To learn more, call us toll free at 800.497.6076 Monday through Thursday, 8 a.m. to 8 p.m., and Friday, 8 a.m. to 7 p.m. EST. You can also click here for more information or to schedule a phone consultation.

Jason McKenzie
Startups, Projects, Refinances,
Real Estate, & Practice Acquisition
(201) 401-9142
jason.a.mckenzie@bofa.com
3 To be eligible for this reduction, applicants must provide association name and membership number at time of approval.
“Bank of America” and “BofA Securities” are the marketing names used by the Global Banking and Global Markets divisions of Bank of America Corporation. Lending, derivatives, other commercial banking activities, and trading in certain financial instruments are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Trading in securities and financial instruments, and strategic advisory, and other investment banking activities, are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, BofA Securities, Inc. which is a registered broker-dealer and Member of SIPC, and, in other jurisdictions, by locally registered entities. BofA Securities, Inc. is a registered futures commission merchant with the CFTC and a member of the NFA.
Investment products offered by Investment Banking Affiliates
All promotional and marketing materials are Bank of America Practice Solutions property and, as such, cannot be changed, altered or modified, orally or in writing. All questions regarding these materials should be directed or referred to a Bank of America Practice Solutions Sales Associate Bank of America is committed to the protection of personal information we collect and process. For more information about how we protect your privacy, please visit (www.bankofamerica.com/privacy). California residents may have additional rights and you can learn more at www.bankofamerica.com/ccpa-notice. Bank of America Practice Solutions is a division of Bank of America, N.A. Bank of America and the Bank of America logo are registered trademarks of Bank of America Corporation. ©2025 Bank of America Corporation. | MAP #8362002

