Financial Wellness Academy 2.0

In response to rave reviews to PDA's first Financial Wellness Academy (FWA), PDA is now offering FWA 2.0. Participants will learn basic financial principles in investing tools to help you meet your financial goals.
Financial Wellness Academy 2.0

Objectives:
Learn basic financial principles in investing and current information about financial tools available to help you meet your financial goals.

- Instructional Strategies: Interactive lecture and discussion 
- Intro to investing Asset Allocation
- Mastering the Art of Alternative Investments
- Retirement Plan Design Building a Thriving Practice: From Startup to Success
- Advanced Planning Strategies: Unlock New Revenue Streams with Specialized Expertise

Virtual format – 90-minute sessions

Dates: Every other Thursday evenings 7:00 p.m. to 8:30 p.m. January 15 – March 27.  The last class will be an all day, in-person course on Friday, March 27 at PDA Central Office
 
Registration fee: $200 *refundable if the registrant attends all courses.
Registration Deadline: January 7, 2026
 
Daniel B. Spickard, CLTC and Matthew S. Binstock, CLTC are Financial Representatives with Lifetime Financial Growth, a registered representative and financial Advisor of Park Avenue Securities LLC (PAS). Over 90% of Dan and Matt’s Clients are Medical Professionals including physicians and dentists.  
 
The course requires a minimum of 20 registrants and a maximum of 40 registrants. 

Date: January 15 at 7:00 PM - 8:30 PM

Topic: Unlocking Alpha The Future of Finance & Investing Beyond the Headlines Presenter: Daniel B. Spickard, CLTC and Matthew S. Binstock, CLTC Description: Investing Basics

- Intro to investing

- Asset Allocation

- Investment Concepts

Date: January 29 at 7:00 PM - 8:30 PM
Topic: Mastering the Art of Alternative Investments
Presenter: Daniel B. Spickard, CLTC, Matthew S. Binstock, CLTC, and Guest Speaker: TBD Description: Alternative Investments - Structured Notes

- Private Equity - Private Credit - Real Estate Investment Trust - Unit Investment Trust - Buffer Assets

Date: February 12 at 7:00 PM - 8:30 PM Topic: Retirement Plan Design / Building a Thriving Practice Presenter: Daniel B. Spickard, CLTC, Matthew S. Binstock, CLTC, and Guest Speaker: TBD Description: Qualified Plan Design - SIMPLE IRA - 401(k) - Profit Sharing Plan - SEP - Cash Balance Plan - Captive (831B) - Alternative Options
Date: February 26 at 7:00 PM - 8:30 PM Topic: Executive Benefits Mastery Presenter: Daniel B. Spickard, CLTC and Matthew S. Binstock, CLTC Description: Non-Qualified Plans - Executive Bonus - Deferred Comp - Split-Dollar
Date: March 12 at 7:00 PM - 8:30 PM Topic: Building a Thriving Practice / The Ultimate Exit Strategy Presenter: Daniel B. Spickard, CLTC and Matthew S. Binstock, CLTC Description: Exit Planning/Buy In Strategies - Buy/Sell Agreement - One Way Buy/Sell - Executive Bonus Strategy - Open Discussion
Date: March 27 – In-person course – Harrisburg, PA Topic: Advanced Planning Strategies Presenter: Daniel B. Spickard, CLTC, Matthew S. Binstock, CLTC, and Guest Speaker: TBD Description: Advanced Planning Strategies - Structuring Your Business Options - Overhead Expense Protection - Tax Planning Strategies for Business/Personal




 
When
1/15/2026 - 3/27/2025
Where
Virtual Format, Final Session In-person PA UNITED STATES

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