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DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260113T080521Z
CREATED:20260113T080521Z
LAST-MODIFIED:20260113T080521Z
UID:10001613-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-458/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260113T070543Z
CREATED:20260113T060544Z
LAST-MODIFIED:20260113T070543Z
UID:10001612-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-457/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260113T050525Z
CREATED:20260113T040524Z
LAST-MODIFIED:20260113T050525Z
UID:10001611-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-456/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260113T030520Z
CREATED:20260113T020521Z
LAST-MODIFIED:20260113T030520Z
UID:10001610-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-455/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260113T010525Z
CREATED:20260113T000527Z
LAST-MODIFIED:20260113T010525Z
UID:10001609-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-454/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T230524Z
CREATED:20260112T230524Z
LAST-MODIFIED:20260112T230524Z
UID:10001608-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-453/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T220522Z
CREATED:20260112T210521Z
LAST-MODIFIED:20260112T220522Z
UID:10001607-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-452/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T200521Z
CREATED:20260112T190523Z
LAST-MODIFIED:20260112T200521Z
UID:10001606-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-451/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T180521Z
CREATED:20260112T170522Z
LAST-MODIFIED:20260112T180521Z
UID:10001605-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-450/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T160521Z
CREATED:20260112T160521Z
LAST-MODIFIED:20260112T160521Z
UID:10001604-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-449/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T150524Z
CREATED:20260112T140523Z
LAST-MODIFIED:20260112T150524Z
UID:10001603-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-448/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T130524Z
CREATED:20260112T120543Z
LAST-MODIFIED:20260112T130524Z
UID:10001602-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-447/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T110523Z
CREATED:20260112T100524Z
LAST-MODIFIED:20260112T110523Z
UID:10001601-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-446/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T090521Z
CREATED:20260112T090520Z
LAST-MODIFIED:20260112T090521Z
UID:10001600-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-445/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T080524Z
CREATED:20260112T070526Z
LAST-MODIFIED:20260112T080524Z
UID:10001599-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-444/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T060522Z
CREATED:20260112T050522Z
LAST-MODIFIED:20260112T060522Z
UID:10001598-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-443/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T040523Z
CREATED:20260112T030523Z
LAST-MODIFIED:20260112T040523Z
UID:10001597-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-442/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T020523Z
CREATED:20260112T010523Z
LAST-MODIFIED:20260112T020523Z
UID:10001596-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-441/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260112T000524Z
CREATED:20260111T230524Z
LAST-MODIFIED:20260112T000524Z
UID:10001595-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-440/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260111T220523Z
CREATED:20260111T220523Z
LAST-MODIFIED:20260111T220523Z
UID:10001594-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-439/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260111T210521Z
CREATED:20260111T210520Z
LAST-MODIFIED:20260111T210521Z
UID:10001593-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-438/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260111T200523Z
CREATED:20260111T190523Z
LAST-MODIFIED:20260111T200523Z
UID:10001592-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-437/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260111T180521Z
CREATED:20260111T170523Z
LAST-MODIFIED:20260111T180521Z
UID:10001591-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-436/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260111T160524Z
CREATED:20260111T150523Z
LAST-MODIFIED:20260111T160524Z
UID:10001590-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-435/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260111T140523Z
CREATED:20260111T130525Z
LAST-MODIFIED:20260111T140523Z
UID:10001589-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-434/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260111T120524Z
CREATED:20260111T120523Z
LAST-MODIFIED:20260111T120524Z
UID:10001588-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-433/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260111T110524Z
CREATED:20260111T100523Z
LAST-MODIFIED:20260111T110524Z
UID:10001587-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-432/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260111T090525Z
CREATED:20260111T080523Z
LAST-MODIFIED:20260111T090525Z
UID:10001586-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-431/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260111T070524Z
CREATED:20260111T060523Z
LAST-MODIFIED:20260111T070524Z
UID:10001585-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-430/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260111T050559Z
CREATED:20260111T040601Z
LAST-MODIFIED:20260111T050559Z
UID:10001584-1768435200-1743033600@padental-dev.philstack.com
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://padental-dev.philstack.com/event/fwa20_25-financial-wellness-academy-2-0-429/
END:VEVENT
END:VCALENDAR