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DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260116T000522Z
CREATED:20260115T230523Z
LAST-MODIFIED:20260116T000522Z
UID:10001649-1768435200-1743033600@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-2-0-494/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T220523Z
CREATED:20260115T210522Z
LAST-MODIFIED:20260115T220523Z
UID:10001648-1768435200-1743033600@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-2-0-493/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T200625Z
CREATED:20260115T190625Z
LAST-MODIFIED:20260115T200625Z
UID:10001647-1768435200-1743033600@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-2-0-492/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T180522Z
CREATED:20260115T170522Z
LAST-MODIFIED:20260115T180522Z
UID:10001646-1768435200-1743033600@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-2-0-491/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T160521Z
CREATED:20260115T150521Z
LAST-MODIFIED:20260115T160521Z
UID:10001645-1768435200-1743033600@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-2-0-490/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T140522Z
CREATED:20260115T130524Z
LAST-MODIFIED:20260115T140522Z
UID:10001644-1768435200-1743033600@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-2-0-489/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T120521Z
CREATED:20260115T110521Z
LAST-MODIFIED:20260115T120521Z
UID:10001643-1768435200-1743033600@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-2-0-488/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T100522Z
CREATED:20260115T090527Z
LAST-MODIFIED:20260115T100522Z
UID:10001642-1768435200-1743033600@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-2-0-487/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T080522Z
CREATED:20260115T080522Z
LAST-MODIFIED:20260115T080522Z
UID:10001641-1768435200-1743033600@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-2-0-486/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T070522Z
CREATED:20260115T060522Z
LAST-MODIFIED:20260115T070522Z
UID:10001640-1768435200-1743033600@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-2-0-485/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T050524Z
CREATED:20260115T040525Z
LAST-MODIFIED:20260115T050524Z
UID:10001639-1768435200-1743033600@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-2-0-484/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T030523Z
CREATED:20260115T030522Z
LAST-MODIFIED:20260115T030523Z
UID:10001638-1768435200-1743033600@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-2-0-483/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T020521Z
CREATED:20260115T010525Z
LAST-MODIFIED:20260115T020521Z
UID:10001637-1768435200-1743033600@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-2-0-482/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260115T000521Z
CREATED:20260115T000520Z
LAST-MODIFIED:20260115T000521Z
UID:10001636-1768435200-1743033600@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-2-0-481/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T230521Z
CREATED:20260114T220524Z
LAST-MODIFIED:20260114T230521Z
UID:10001635-1768435200-1743033600@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-2-0-480/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T210521Z
CREATED:20260114T200521Z
LAST-MODIFIED:20260114T210521Z
UID:10001634-1768435200-1743033600@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-2-0-479/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T190522Z
CREATED:20260114T180522Z
LAST-MODIFIED:20260114T190522Z
UID:10001633-1768435200-1743033600@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-2-0-478/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T170521Z
CREATED:20260114T160521Z
LAST-MODIFIED:20260114T170521Z
UID:10001632-1768435200-1743033600@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-2-0-477/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T150525Z
CREATED:20260114T140534Z
LAST-MODIFIED:20260114T150525Z
UID:10001631-1768435200-1743033600@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-2-0-476/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T130521Z
CREATED:20260114T120521Z
LAST-MODIFIED:20260114T130521Z
UID:10001630-1768435200-1743033600@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-2-0-475/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T110521Z
CREATED:20260114T100521Z
LAST-MODIFIED:20260114T110521Z
UID:10001629-1768435200-1743033600@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-2-0-474/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T090521Z
CREATED:20260114T080521Z
LAST-MODIFIED:20260114T090521Z
UID:10001628-1768435200-1743033600@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-2-0-473/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T060524Z
CREATED:20260114T060523Z
LAST-MODIFIED:20260114T060524Z
UID:10001627-1768435200-1743033600@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-2-0-472/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T050521Z
CREATED:20260114T040524Z
LAST-MODIFIED:20260114T050521Z
UID:10001626-1768435200-1743033600@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-2-0-471/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T030521Z
CREATED:20260114T030521Z
LAST-MODIFIED:20260114T030521Z
UID:10001625-1768435200-1743033600@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-2-0-470/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T020522Z
CREATED:20260114T010521Z
LAST-MODIFIED:20260114T020522Z
UID:10001624-1768435200-1743033600@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-2-0-469/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260114T000521Z
CREATED:20260113T230522Z
LAST-MODIFIED:20260114T000521Z
UID:10001623-1768435200-1743033600@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-2-0-468/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260113T220521Z
CREATED:20260113T210520Z
LAST-MODIFIED:20260113T220521Z
UID:10001622-1768435200-1743033600@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-2-0-467/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260113T200523Z
CREATED:20260113T190522Z
LAST-MODIFIED:20260113T200523Z
UID:10001621-1768435200-1743033600@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-2-0-466/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T000000
DTEND;TZID=America/New_York:20250327T000000
DTSTAMP:20260113T180525Z
CREATED:20260113T170738Z
LAST-MODIFIED:20260113T180525Z
UID:10001620-1768435200-1743033600@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-2-0-465/
END:VEVENT
END:VCALENDAR