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DTSTART;TZID=America/New_York:20260115T000000
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DTSTAMP:20260403T154603
CREATED:20251211T220523Z
LAST-MODIFIED:20251211T230520Z
UID:10001149-1768435200-1743033600@www.padental.org
SUMMARY:Financial Wellness Academy 2.0
DESCRIPTION:Financial Wellness Academy 2.0 \nObjectives:\nLearn basic financial principles in investing and current information about financial tools available to help you meet your financial goals. \n– Instructional Strategies: Interactive lecture and discussion \n– Intro to investing Asset Allocation\n– Mastering the Art of Alternative Investments\n– Retirement Plan Design Building a Thriving Practice: From Startup to Success\n– Advanced Planning Strategies: Unlock New Revenue Streams with Specialized Expertise \nVirtual format – 90-minute sessions \nDates: 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\n \nRegistration fee: $200 *refundable if the registrant attends all courses.\nRegistration Deadline: January 7\, 2026\n \nDaniel 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.  \n \nThe course requires a minimum of 20 registrants and a maximum of 40 registrants.  \n \nDate: January 15 at 7:00 PM – 8:30 PM \n \nTopic: Unlocking Alpha The Future of Finance & Investing Beyond the Headlines\nPresenter: Daniel B. Spickard\, CLTC and Matthew S. Binstock\, CLTC\nDescription: Investing Basics     \n– Intro to investing     \n– Asset Allocation \n– Investment Concepts \n \nDate: January 29 at 7:00 PM – 8:30 PM \nTopic: Mastering the Art of Alternative Investments\n\nPresenter: Daniel B. Spickard\, CLTC\, Matthew S. Binstock\, CLTC\, and Guest Speaker: TBD\nDescription: Alternative Investments\n– Structured Notes \n– Private Equity\n– Private Credit\n– Real Estate Investment Trust\n– Unit Investment Trust\n– Buffer Assets \n\nDate: February 12 at 7:00 PM – 8:30 PM\nTopic: Retirement Plan Design / Building a Thriving Practice\nPresenter:  Daniel B. Spickard\, CLTC\, Matthew S. Binstock\, CLTC\, and Guest Speaker: TBD\nDescription: Qualified Plan Design\n– SIMPLE IRA\n– 401(k)\n– Profit Sharing Plan\n– SEP\n– Cash Balance Plan\n– Captive (831B)\n– Alternative Options\nDate: February 26 at 7:00 PM – 8:30 PM\nTopic: Executive Benefits Mastery\nPresenter: Daniel B. Spickard\, CLTC and Matthew S. Binstock\, CLTC\nDescription: Non-Qualified Plans\n– Executive Bonus\n– Deferred Comp\n– Split-Dollar\nDate: March 12 at 7:00 PM – 8:30 PM\nTopic: Building a Thriving Practice / The Ultimate Exit Strategy\nPresenter: Daniel B. Spickard\, CLTC and Matthew S. Binstock\, CLTC\nDescription: Exit Planning/Buy In Strategies\n– Buy/Sell Agreement\n– One Way Buy/Sell\n– Executive Bonus Strategy\n– Open Discussion\nDate: March 27 – In-person course – Harrisburg\, PA\nTopic: Advanced Planning Strategies\nPresenter: Daniel B. Spickard\, CLTC\, Matthew S. Binstock\, CLTC\, and Guest Speaker: TBD\nDescription: Advanced Planning Strategies\n– Structuring Your Business Options\n– Overhead Expense Protection\n– Tax Planning Strategies for Business/Personal\n \n\n\n\n\n\n\n\n \n \n \nRegister for this Event
URL:https://www.padental.org/event/fwa20_25-financial-wellness-academy-2-0-19/
CATEGORIES:PDA Events
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DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260403T154603
CREATED:20251211T210521Z
LAST-MODIFIED:20251211T225831Z
UID:10001136-1768435200-1743033600@www.padental.org
SUMMARY:Financial Wellness Academy 2.0
DESCRIPTION:Financial Wellness Academy 2.0 \nObjectives:\nLearn basic financial principles in investing and current information about financial tools available to help you meet your financial goals. \n– Instructional Strategies: Interactive lecture and discussion \n– Intro to investing Asset Allocation\n– Mastering the Art of Alternative Investments\n– Retirement Plan Design Building a Thriving Practice: From Startup to Success\n– Advanced Planning Strategies: Unlock New Revenue Streams with Specialized Expertise \nVirtual format – 90-minute sessions \nDates: 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\n \nRegistration fee: $200 *refundable if the registrant attends all courses.\nRegistration Deadline: January 7\, 2026\n \nDaniel 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.  \n \nThe course requires a minimum of 20 registrants and a maximum of 40 registrants.  \n \nDate: January 15 at 7:00 PM – 8:30 PM \n \nTopic: Unlocking Alpha The Future of Finance & Investing Beyond the Headlines\nPresenter: Daniel B. Spickard\, CLTC and Matthew S. Binstock\, CLTC\nDescription: Investing Basics     \n– Intro to investing     \n– Asset Allocation \n– Investment Concepts \n \nDate: January 29 at 7:00 PM – 8:30 PM \nTopic: Mastering the Art of Alternative Investments\n\nPresenter: Daniel B. Spickard\, CLTC\, Matthew S. Binstock\, CLTC\, and Guest Speaker: TBD\nDescription: Alternative Investments\n– Structured Notes \n– Private Equity\n– Private Credit\n– Real Estate Investment Trust\n– Unit Investment Trust\n– Buffer Assets \n\nDate: February 12 at 7:00 PM – 8:30 PM\nTopic: Retirement Plan Design / Building a Thriving Practice\nPresenter:  Daniel B. Spickard\, CLTC\, Matthew S. Binstock\, CLTC\, and Guest Speaker: TBD\nDescription: Qualified Plan Design\n– SIMPLE IRA\n– 401(k)\n– Profit Sharing Plan\n– SEP\n– Cash Balance Plan\n– Captive (831B)\n– Alternative Options\nDate: February 26 at 7:00 PM – 8:30 PM\nTopic: Executive Benefits Mastery\nPresenter: Daniel B. Spickard\, CLTC and Matthew S. Binstock\, CLTC\nDescription: Non-Qualified Plans\n– Executive Bonus\n– Deferred Comp\n– Split-Dollar\nDate: March 12 at 7:00 PM – 8:30 PM\nTopic: Building a Thriving Practice / The Ultimate Exit Strategy\nPresenter: Daniel B. Spickard\, CLTC and Matthew S. Binstock\, CLTC\nDescription: Exit Planning/Buy In Strategies\n– Buy/Sell Agreement\n– One Way Buy/Sell\n– Executive Bonus Strategy\n– Open Discussion\nDate: March 27 – In-person course – Harrisburg\, PA\nTopic: Advanced Planning Strategies\nPresenter: Daniel B. Spickard\, CLTC\, Matthew S. Binstock\, CLTC\, and Guest Speaker: TBD\nDescription: Advanced Planning Strategies\n– Structuring Your Business Options\n– Overhead Expense Protection\n– Tax Planning Strategies for Business/Personal\n \n\n\n\n\n\n\n\n \n \n \nRegister for this Event
URL:https://www.padental.org/event/fwa20_25-financial-wellness-academy-2-0-18/
CATEGORIES:PDA Events
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