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Creating More Financial Freedom
March 30 @ 8:00 am - April 1 @ 2:00 pm
$2,495Event Navigation
Achieving Financial Freedom is Within Your Reach!
Would you like to have less fear, confusion and/or frustration around any aspect of working with money in your life, work, or when thinking about your financial future? If you are already comfortable with Financial Fundamentals, you will find the guidance provided in this workshop will bring you to your next level. This course will pave the way toward a clear and structured financial future.
Dr. Mark Kleive, Dr. Richard Green & Mr. Kelly Brady are passionate about the topic of developing an appropriate financial strategy for your life. Their unique partnership cultivates a distinctive learning opportunity which is both highly engaging and interactive.
Learning Objectives
At the completion of this course, participants will be able to:
- Begin to define: Financial Freedom and why it’s important.
- Consider: How much is enough?
- Examine: Proven ways to become aware of “hidden” fees and how to keep them low.
- Understand Investments: With balance, diversification and confidence.
- Learn: How to provide a low-cost retirement plan for you and your dental team
- Avoid the perils of “timing the market” and learn why it isn’t effective
- Maximize your practice’s “financial engine”
Teaching Methods: Lecture Course | Contact: [email protected] | Faculty Bios: Click Here | Prerequisites: None
The Pankey Institute is an ADA CERP Recognized Provider. 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. The Pankey Institute designates this activity for 16 continuing education credits.
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To enhance your learning experience and ease your travel, we offer accommodations on-site at The Pankey Institute. Each bedroom has a full bathroom ensuite and amenities such as TV, hairdryer, small steamers in each wardrobe and plush Pankey Lodge robes for your use. We also have a very large living room and kitchen for your personal relaxation. The One Club at The Pankey Institute is located on the second floor of the Institute.
To inquire about pricing, availability and further information, please contact Participant Services at 305.428.5500 or 1.800.4-PANKEY
Refund/Cancellation Policy: Most courses require a non-refundable deposit. Requests to cancel must be made in writing.
For courses under $500, payment is due in full at the time of registration. Cancellations received prior to 90 days before the start of the course will be honored minus a $50 administrative fee which is non-refundable.
Courses over $500 require a non-refundable deposit at the time of registration. The tuition balance is due 90 days prior to the start date of the course. Requests received prior to 90 days before the start of the course will be subject to forfeiture of the deposit and 50% of the course tuition, however, the remaining tuition may be transferred to another course date.
No refunds or transfers will be issued for cancellations received within 90 days of the start of the course. Please allow 3 weeks for processing of refunds. Pankey reserves the right to cancel or reschedule any course or scheduled faculty with advance notice to registrant. In no event shall Pankey be liable for any cancellation or change penalties assessed by the airlines, hotels, or other travel related expenses as a result of course date changes or course cancellations including changes related to weather, natural disasters, or other unforeseen events.
Media Policy: By registering for this course permission is hereby granted, unless a written request is received, to use any and all photographic imagery and video footage taken of the participant at this event and activities pertaining to this event, without payment or other consideration. It is understood that such materials may be published electronically or in print, or used in presentations or exhibitions. Additionally, participants’ names and contact information will be shared amongst the other participants and will be made available to the course members unless a written request is received to prohibit this sharing of information.
The L. D. Pankey Dental Foundation, aka The Pankey Institute is a nonprofit corporation organized and chartered in the State of Florida that accepts all registrants regardless of age, race, sex, creed, national or ethnic origin, and it does not discriminate on any such basis with respect to its activities, programs and policies. A copy of the official registration and financial information may be obtained from the Division of Consumer Services by calling toll free (800-435-7352) within the state. Registration does not imply endorsement, approval or recommendation by the state.