New York State Academy of Dentistry

19-02 Whitestone Expressway, Suite 204
Whitestone, NY 11357
Phone: (718) 747-3353
Fax: (718) 747-3355

Holistic Financial Planning for Dentist

Holistic Financial Planning for Dentist
Date: 10/23/2015
Time: All Day
Short Description: Most people have a clear idea of what is involved with Money Management: buy this…sell that…repeat. Fewer people understand what is exactly involved with Financial Planning. To be sure, both processes are important to help you reach your financial goals, but, to do one without the other can lead to problems.

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The New York AGD in conjuction with Sovereign Financial Group, Inc.

Presents

Holistic Financial Planning for Dentist

Date: Friday, October 23, 2015

Location: 1902 Whitestone Expressway, Suite 204, Whitestone, NY 11357

Registration: 8:30am  Lecture 9:0am to 12:00pm

Course Code    4 CE Credit Hours

Presentation by Charles L. Failla, CFP

In addition to being the President of Sovereign Financial Group, Inc., Charles is also a Registered Principal with Raymond James Financial Services – one of the country’s largest independent investment firms.

As a Board Certified Financial Planner® practitioner, Charles understands that sheparding a client’s financial and retirement plan requires more than simply “picking investments”.  Instead, he applies his experience as a CFP to coordinate all aspects of a client’s financial picture: goals, investments, taxes, liabilities, and, estate / legacy planning.  By following this disciplined approach he is able to ensure all aspects of a client's financial and estate planning needs are properly coordinated and continuously monitored.

In addition to working with clients, Charles is a regular commentator on financial topics for The New York Daily News, Reuters and CBS Market Watch.  He has been quoted in numerous other publications such as Forbes, USA Today, Elle Magazine and others.  He also speaks regularly to groups throughout the New York City and Fairfield County areas on a wide array of financial planning topics.

As an active member of the community, Chuck volunteers his time and expertise by sitting on a number of non-profit Boards for in both New York and Connecticut.  He is also a participating member of the National Financial Planning Association.

Course Description:

Learn about:

  • Financial Planning vs. Money Management
  • Integrating personal planning with practice planning
  • 3 basic principles of smart investing
  • Tax efficient vs. Tax inefficient investments
  • Risk Management

Course Fee: $30.00 Members/Auxiliary/Staff/Resdient               Non-members:$50.00

Course includes continential breakfast 

The New York State constituent of the Academy of General Dentistry is an approved program provider.  The sponsor’s formal CDE programs are acceptable by the AGD for Fellowship and Mastership and membership maintenance credit.  This course is also acceptable for MCE Licensing Maintenance.  The current term of approval extends from 01/01/15 to 12/31/18.  AGD Code #219318.