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X-WR-CALDESC:Events for Pennsylvania Dental Association
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DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260403T170758
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260403T170758
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251002T190000
DTEND;TZID=America/New_York:20251002T203000
DTSTAMP:20260403T170758
CREATED:20251001T202128Z
LAST-MODIFIED:20251212T193329Z
UID:10000121-1759431600-1759437000@www.padental.org
SUMMARY:Financial Wellness Academy 2.0
DESCRIPTION: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.\n\n\nInteractive lecture and discussion\nIntro to investing Asset Allocation\nMastering the Art of Alternative Investments\nRetirement Plan Design Building a Thriving Practice: From Startup to Success\nAdvanced Planning Strategies: Unlock New Revenue Streams with Specialized ExpertiseVirtual format– 90 minute sessions\nDates: Every other Thursday evenings 7:00 p.m. to 8:30 p.m. October 2 – December 11. The last class will be an all day\, in-person course on Thursday\, December 11 at PDA Central Office.\nRegistration fee: $200 *refundable if the registrant attends all courses. PDA will make an exception to the attendance requirement for members who are unable to attend due to Yom Kippur.\nRegistration deadline: September 15\, 2025
URL:https://www.padental.org/event/financial-wellness-academy-2-0-2/
CATEGORIES:PDA Events
LOCATION:
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20251001
DTEND;VALUE=DATE:20251002
DTSTAMP:20260403T170758
CREATED:20250929T193929Z
LAST-MODIFIED:20251211T194120Z
UID:10000001-1759276800-1759363199@www.padental.org
SUMMARY:Yom Kippur
DESCRIPTION:Learn More
URL:https://www.padental.org/event/yom-kippur/2025-10-01/
CATEGORIES:Federal and Faith-Based Celebrations
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