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Virtual Event
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Financial Wellness Academy 2.0
October 30 @ 7:00 pm - 8:30 pm
Virtual Event
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