Pennsylvania Dental Association

Financial Wellness Academy 2.0
2026-01-15 00:00 (America/New_York)
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

Register for this Event

Diwali
2025-10-20
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Radiation Safety, OSHA, Infection Control and HIPAA
2025-10-17 09:00 - 16:30 | Conference Center At Shippensburg University, 500 Newburg Rd, Shippensburg, 17257, United States
Radiation Safety for Pennsylvania Dental Professionals
OSHA Safety and Infection Control
HIPAA Privacy, Security, and Breach Regulations, What You Need to Know
Six CE credits recommended for dentists, hygienists, assistants and all office personnel.
Education Methods: lecture, slides, handouts and discussion.
The day includes 2 CE credits on the subject of Radiation Safety to satisfy the DEP’s CE requirement; 2 CE credits on OSHA safety and infection control and 2 CE credits on HIPAA privacy, security and breach regulations.
Presented by: Karen Pass, co-founder and principal compliance consultant for inUnison Consulting, LLC, providing seminars and comprehensive onsite OSHA, HIPAA, implementation assistance and audit support for dental, medical and veterinary facilities. Karen has no relevant financial relationships to disclose.

Date:
Friday, October 17, 2025

Time:
9:00 a.m. – 4:30 p.m.
Registration at 8:30 a.m. Tuition includes breakfast and lunch.

Location:
Conference Center at Shippensburg University

Fees:

$170 – PDA/ADA Member dentist
$95 – PDA Retired/Life Member or Member w/ Volunteer License
$270 – Nonmember dentist
$95 – Non-dentist dental team

CE Credits:
6 continuing education credits

Cancellation policy: A refund, less a 10% administrative fee, will be issued if the registration is cancelled in writing seven days prior to the program you are attending. Refunds are not issued for no shows.

PDA is an ADA CERP Recognized Provider
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
PDA designates this activity for 6 (six) continuing education credits.

Online registration is available to PDA member dentists and their non-dentist team members. PDA member dentists have a user id and password for PDA’s website. To register online, sign in with your user id (default is your first initial, last name and 4 digit year of birth with no spaces or punctuation) and password (default is lowercase letters ada and your ADA membership number with no spaces or punctuation).
ADA dentists outside PA, non-member dentists and dental team members who are not attending the meeting with a PDA member dentist, should contact PDA at (717) 234-5941, ext. 117 or email Rebecca at rvn@padental.org.

Medical Emergencies in the Dental Office
2025-10-17 09:00 - 16:30 | Tokishi Training Center, 124 Nypum Dr, Wellsboro, PA, 16901, United States
Medical Emergencies Encountered with Conscious Sedation and General Anesthesia
Six CE credits recommended for dentists, hygienists, dental assistants, EFDAs and all office personnel
Education Methods: lecture, slides, case review and discussion
Medical emergencies can occur at any time in the dental office. Preparation for such emergencies is extremely important. A team approach ensures that all members of the dental team are prepared to handle emergency situations effectively. Attendees can expect to learn more about:

Discuss the most common medical emergencies.
Discuss drug related emergencies.
Identify drugs and supplies required for the dental office emergency kit.
Review medical history and identify patients at risk for medical emergencies.
Systematically approach the management of an in office emergency.

Presented by R. John Brewer, EMT-P, a paramedic with more than 40 years of experience who has worked with the dental community since 1998. Mr. Brewer has no relevant financial relationships to disclose.

Date:
Friday, October 17, 2025

Time:
9:00 a.m. – 4:30 p.m.
Registration at 8:30 a.m. Snacks provided; Meals are on your own

Location:
Tokishi Training Center, 124 Nypum Dr, Wellsboro, PA16901

Fees:

$145 – PDA/ADA Member dentist
$0 – PDA Retired/Life Member or Member w/ Volunteer License
$245 – Nonmember dentist
$85 – Non-dentist dental team

CE Credits:
6 continuing education credits

Cancellation policy: A refund, less a 10% administrative fee, will be issued if the registration is cancelled in writing seven days prior to the program you are attending. Refunds are not issued for no shows.

PDA is an ADA CERP Recognized Provider
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
PDA designates this activity for 6 (six) continuing education credits.

Online registration is available to PDA member dentists and their non-dentist team members. PDA member dentists have a user id and password for PDA’s website. To register online, sign in with your user id (for most members, the default user id is your first initial, last name and 4 digit year of birth with no spaces or punctuation) and password (default is lowercase letters ada and your ADA membership number with no spaces or punctuation).
ADA dentists outside PA, non-member dentists and dental team members who are not attending the meeting with a PDA member dentist, should contact PDA at (717) 234-5941, ext. 117 or email Rebecca at rvn@padental.org.

Financial Wellness Academy 2.0
2025-10-16 19:00 - 20:30 | Virtual
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.

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 ExpertiseVirtual format– 90 minute sessions
Dates: 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.
Registration 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.
Registration deadline: September 15, 2025

Shemini Atzeret
2025-10-14
