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Financial Wellness Academy 2.0
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
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