GLIDM.org

GREATER LONG ISLAND DENTAL MEETING

GLIDM

Young Dentist

 

 “From Practice # 1 to # 5: Building your Personal and Professional Wealth”

This presentation is graciously co-sponsored by

ALTFEST PERSONAL WEALTH MANAGEMENT BANK OF AMERICA PRACTICE SOLUTIONS

 

Altfest Personal Wealth Management and Bank of America Practice Solutions, two New York State Dental Association endorsed providers, are teaming up to provide young dentists with a unique insight into growing their assets while simultaneously planning your retirement.

Whether you’re looking into purchasing your first practice or expanding to multiple, this presentation will guide you on how to prepare successfully for your future.

SPEAKERS:

Steve Cadoff, CFP®, CFA, CRPS® – Senior Financial Advisor, Altfest Personal Wealth Management

Mr. Chad Widensky – Vice President, Bank of America Practice Solutions

Mr. Rob Malandruccolo – Vice President, Bank of America Practice Solutions

 

This presentation will provide insight on the following areas:

  • Key rules for investing successfully
  • Constructing a portfolio with a focus on risk-adjusted returns
  • Understanding personal and business cash flow, and managing debt
  • Sheltering income through workplace retirement plans
  • Understanding the lending landscape and criteria
  • Fundamentals of financing your 1st, 2nd or 3rd practice

 

A cocktail reception to follow for all those who attend.

dentalicon RETURN TO COURSE LISTING