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DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260110T180523Z
CREATED:20260110T170525Z
LAST-MODIFIED:20260110T180523Z
UID:10001577-1768435200-1743033600@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-2-0-422/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260110T160523Z
CREATED:20260110T160523Z
LAST-MODIFIED:20260110T160523Z
UID:10001576-1768435200-1743033600@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-2-0-421/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260110T150524Z
CREATED:20260110T140524Z
LAST-MODIFIED:20260110T150524Z
UID:10001575-1768435200-1743033600@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-2-0-420/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260110T130521Z
CREATED:20260110T130520Z
LAST-MODIFIED:20260110T130521Z
UID:10001574-1768435200-1743033600@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-2-0-419/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260110T120524Z
CREATED:20260110T110524Z
LAST-MODIFIED:20260110T120524Z
UID:10001573-1768435200-1743033600@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-2-0-418/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260110T100523Z
CREATED:20260110T090525Z
LAST-MODIFIED:20260110T100523Z
UID:10001572-1768435200-1743033600@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-2-0-417/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260110T080524Z
CREATED:20260110T080524Z
LAST-MODIFIED:20260110T080524Z
UID:10001571-1768435200-1743033600@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-2-0-416/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260110T070521Z
CREATED:20260110T060524Z
LAST-MODIFIED:20260110T070521Z
UID:10001570-1768435200-1743033600@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-2-0-415/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260110T050523Z
CREATED:20260110T040524Z
LAST-MODIFIED:20260110T050523Z
UID:10001569-1768435200-1743033600@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-2-0-414/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260110T030523Z
CREATED:20260110T030523Z
LAST-MODIFIED:20260110T030523Z
UID:10001568-1768435200-1743033600@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-2-0-413/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260110T020524Z
CREATED:20260110T010523Z
LAST-MODIFIED:20260110T020524Z
UID:10001567-1768435200-1743033600@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-2-0-412/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260110T000523Z
CREATED:20260109T230524Z
LAST-MODIFIED:20260110T000523Z
UID:10001566-1768435200-1743033600@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-2-0-411/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260109T220521Z
CREATED:20260109T210520Z
LAST-MODIFIED:20260109T220521Z
UID:10001565-1768435200-1743033600@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-2-0-410/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260109T200521Z
CREATED:20260109T190521Z
LAST-MODIFIED:20260109T200521Z
UID:10001564-1768435200-1743033600@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-2-0-409/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260109T180521Z
CREATED:20260109T170521Z
LAST-MODIFIED:20260109T180521Z
UID:10001563-1768435200-1743033600@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-2-0-408/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260109T160522Z
CREATED:20260109T150522Z
LAST-MODIFIED:20260109T160522Z
UID:10001562-1768435200-1743033600@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-2-0-407/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260109T140522Z
CREATED:20260109T130521Z
LAST-MODIFIED:20260109T140522Z
UID:10001561-1768435200-1743033600@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-2-0-406/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260109T120521Z
CREATED:20260109T110521Z
LAST-MODIFIED:20260109T120521Z
UID:10001560-1768435200-1743033600@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-2-0-405/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260109T100522Z
CREATED:20260109T090522Z
LAST-MODIFIED:20260109T100522Z
UID:10001559-1768435200-1743033600@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-2-0-404/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260109T080522Z
CREATED:20260109T070522Z
LAST-MODIFIED:20260109T080522Z
UID:10001558-1768435200-1743033600@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-2-0-403/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260109T060521Z
CREATED:20260109T050540Z
LAST-MODIFIED:20260109T060521Z
UID:10001557-1768435200-1743033600@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-2-0-402/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260109T040521Z
CREATED:20260109T030521Z
LAST-MODIFIED:20260109T040521Z
UID:10001556-1768435200-1743033600@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-2-0-401/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260109T020522Z
CREATED:20260109T010523Z
LAST-MODIFIED:20260109T020522Z
UID:10001555-1768435200-1743033600@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-2-0-400/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260109T000523Z
CREATED:20260108T230605Z
LAST-MODIFIED:20260109T000523Z
UID:10001554-1768435200-1743033600@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-2-0-399/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260108T220522Z
CREATED:20260108T210521Z
LAST-MODIFIED:20260108T220522Z
UID:10001553-1768435200-1743033600@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-2-0-398/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260108T200522Z
CREATED:20260108T190523Z
LAST-MODIFIED:20260108T200522Z
UID:10001552-1768435200-1743033600@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-2-0-397/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260108T180521Z
CREATED:20260108T170521Z
LAST-MODIFIED:20260108T180521Z
UID:10001551-1768435200-1743033600@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-2-0-396/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260108T160525Z
CREATED:20260108T150524Z
LAST-MODIFIED:20260108T160525Z
UID:10001550-1768435200-1743033600@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-2-0-395/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260108T140521Z
CREATED:20260108T140520Z
LAST-MODIFIED:20260108T140521Z
UID:10001549-1768435200-1743033600@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-2-0-394/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260108T130524Z
CREATED:20260108T120525Z
LAST-MODIFIED:20260108T130524Z
UID:10001548-1768435200-1743033600@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-2-0-393/
END:VEVENT
END:VCALENDAR