1.5 Credit Hours

Learning Objectives:

• Discuss emerging investment and retirement strategies specifically designed for the financial realities of dental professionals to ensure long-term financial stability.
• Explore practice management techniques through budgeting, accounting, and insurance management techniques to enhance the financial health and operational efficiency of dental practices.
• Comprehensive Legal Compliance: Understanding and adhering to emerging regulatory requirements from FINRA, FinCEN, and the Department of State, while mitigating malpractice and liability risks and navigating contract law effectively.
• Integrated Financial and Legal Protection: Combining financial and legal strategies to protect personal and practice assets, employing legal entities, insurance solutions, and preparing for smooth ownership transitions through buy/sell agreements.

Matt Binstock: Matt Binstock is a Financial Advisor and Director of Advanced Planning at Lifetime Financial Growth (LFG). Born and raised in Pittsburgh, Pennsylvania, Matt pursued economics and finance at the University of Colorado at Boulder, setting his sights on a financial planning career. He began his professional journey at LFG in Pittsburgh and has remained dedicated to the firm, specializing in advising physicians and dentists on financial decisions, including disability and life insurance strategies, debt elimination, cash flow management, and investment strategies aimed at tax mitigation. He is actively involved in educating medical and dental professionals through various speaking engagements. Matt and his wife Cali, an artist and mental health advocate on YouTube, live in Fox Chapel, PA, with their sons Levi and Jude, and their golden retriever, Banjo. Passionate about Pittsburgh sports, skiing, and outdoor family activities, Matt integrates his personal and professional life seamlessly. Matt is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian

Daniel Spickard: Daniel Spickard is a Financial Representative with Lifetime Financial Growth, a Registered Representative & Financial Advisor of Park Avenue Securities LLC (PAS). Daniel assists clients with strategic planning, budgeting, cash flow management, insurance planning, compensation & benefits issues. Over 90% of Daniel’s Clients are Medical Professionals, his connections within the Medical Community allows him the ability to provide a level of guidance for those Doctors, Dentists & Pharmacists he has a working relationship with that goes far beyond the traditional Planner Client Relationship.

Nora Peace: Nora has over thirty five years experience in business startups and twenty five years of legal experience. Her experience includes start-up, mid-career development, exit strategies and business succession. Nora Peace is particularly focused on implementing business efficiencies while keeping an eye on compliance and regulatory requirements for her clients businesses. Nora Peace has more than 25 years of experience providing business law and estate planning needs to the her clients. In addition to her expertise in understanding small businesses she was fortunate enough to spend time in the Wealth Management field. She had a focused career in estate administration, wealth transfer, estate planning, charitable giving, and income tax planning. With this background she can help her clients keep their financial world organized and on track. Nora Peace has the unique combination of both, the expertise of a trusted legal and wealth advisor and on-the-ground experience of running numerous dental, commercial real estate, and contracting businesses.

Rebecca Olds: Rebecca Olds graduated from Duquesne University School of Law in 2010. She has worked in her father’s law office for over ten years, first as an administrative assistant, then as a paralegal, then as a law student and finally as an associate. During that time, she has worked on a variety of cases including employment, constitutional, education, family and criminal law issues. She also worked on estate planning and estate administration.

Ms. Olds also worked as an intern with the Interbranch Commission for Gender, Racial and Ethnic Fairness for over three years while in law school. Since 2010, Ms. Olds has focused her legal expertise on estate administration, estate planning, probate work and guardianship issues.

Ms. Olds is also a devoted mother to her wonderful three daughters.

FREE to all 2-day passport holders
Mr. Binstock and Mr. Spickard are financial representatives for Lifetime Financial Growth.
Ms. Peace and Ms. Olds have no financial relationships
relevant to this presentation to disclose

Dental Society of Western PA is an ADA CERP Recognized Provider Approved by Pennsylvania Dental Association.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
Dental Society of Western PA designates this activity for 6 continuing education credits.