A Dentist's Key Secrets to a Richer Retirement

Course # 1
September 14, 2011
6:00 - 7:30 pm
Meeting Room 1,2,3

Course Description

The recent ADA Survey on Retirement and Investment revealed many dentists expect to delay their retirement due to the economic downturn. Dentists over 40 were hit hardest.

However some dentists are much better prepared for retirement than others. This course will be broken up into two parts: intelligent techniques to prepare for and then maximize your retirement period; and how to build a portfolio that works best for you.

The seminar will include:

1. Findings from the 2010 ADA Survey on Retirement and Investment

2. The five step process to planning and achieving effective retirement

3. Tuning up your investment portfolio

4. Altfest’s economic and market outlook

Who Should Attend: Any dentist looking ahead to or in retirement. Spouses of dentists are welcome and encouraged to attend.

Altfest Personal Wealth Management is endorsed by the Fifth District Dental Society and NYSDA Support Services for NYSDA Members.

Speaker

Lewis J. Altfest, PhD, CFA, CPA/PFS, CFP


HOME CONFERENCE DETAILS COURSES A Dentist's Key Secrets to a Richer Retirement NYS Mandated Infection Control and OSHA Training NYSDA Risk Management The Art, Science & Simplicity of Direct Composites Amazing Breakthroughs in the Understanding & Management of Dental Caries The Office Administrator's Workshop SPEAKERS Altfest, Lewis J. Jackson, Ronald D. Lantier, James Savage, Rhonda Seidberg, Bruce Steinberg, Steven Thines, Terrence HOTEL & TRAVEL INFORMATION REGISTER NOW EXHIBITOR REGISTRATION ADA CERP PROVIDER FDDS HOME
	A Dentist's Key Secrets to a Richer Retirement Course # 1 September 14, 2011 6:00 - 7:30 pm Meeting Room 1,2,3 Course Description The recent ADA Survey on Retirement and Investment revealed many dentists expect to delay their retirement due to the economic downturn. Dentists over 40 were hit hardest. However some dentists are much better prepared for retirement than others. This course will be broken up into two parts: intelligent techniques to prepare for and then maximize your retirement period; and how to build a portfolio that works best for you. The seminar will include: 1. Findings from the 2010 ADA Survey on Retirement and Investment 2. The five step process to planning and achieving effective retirement 3. Tuning up your investment portfolio 4. Altfest’s economic and market outlook Who Should Attend: Any dentist looking ahead to or in retirement. Spouses of dentists are welcome and encouraged to attend. Altfest Personal Wealth Management is endorsed by the Fifth District Dental Society and NYSDA Support Services for NYSDA Members. Speaker Lewis J. Altfest, PhD, CFA, CPA/PFS, CFP