This course is supported by an educational grant from Planned Futures Financial Group, LLC
Thursday, October 5, 2017
1:00pm-4:00pm (3 CE hrs*)
Speakers: Michael A. Granica, CFP, Alexei Heringer, MBA & Jim Ginnane, CFP, CLU, ChFC
This course is recommended for dentists.
As Dental Professionals, you are not the “Average American.” Once the years of dedication, education and hard work pay off, you will be rewarded with a favorable income and, unfortunately, a subsequently high tax bracket. Don’t forget the added costs of being a business owner and employer. During this seminar, Planned Futures Financial Group along with Hudson Transition Partners will provide you with the guidance to properly leverage yourself, your practice and the tax code to create your maximum amount of spendable wealth. We look forward to the opportunity to provide information to help your business grow and to answer any questions you might have.
- Using taxes to your advantage
- Four ways to protect your largest asset
- Life insurance as an asset class
- Employee benefits timetable
- Understanding the value of your dental practice
Michael A. Granica, CFP® is a certified financial planner, practitioner and junior partner with Planned Futures Financial Group, LLC. Michael has been offering comprehensive financial planning services since 2009 after graduating from the State University of New York at Buffalo School of Management. Michael is our investment portfolio efficiency, retirement planning and student loan specialist, working with Dentists, Dental Professionals and Business Owners to ensure their current and future financial needs are met under any circumstances.
Alexei Heringer, MBA is a financial Planner and junior partner with Planned Futures Financial Group, LLC. Alex has been offering comprehensive financial planning services since 2009. Alex was born in Russia and lived in Germany, where he played professional soccer. After immigrating to the US in 2006, Alex achieved his BS and MBA in 3 years, after only speaking English for 1 year! He is fluent in English, Russian and German and knowledgeable in Spanish and French. Alex is our resident Disability Income and Long Term Care specialist, as well as one of our Life Insurance specialists, working with Dentists, Dental Professionals and Business Owners to protect their families and businesses.
Jim Ginnane, CFP®, CLU®, ChFC® is a certified financial planner, practitioner, chartered life underwriter®, chartered financial consultant® and senior Partner with Planned Futures Financial Group, LLC. Jim is a lifetime member of the Million Dollar Round Table. Throughout Jim’s career, he has authored articles on retirement and insurance planning and earned the most prestigious honors from the National Association of Insurance and Financial Advisors. He sits on the Niagara University School of Business Advisory Board and is a founding sponsor of their Family Business Center. Jim is our resident Life Insurance and Executive Benefit specialist, working with businesses, dentists and dental professionals to help them create, protect and maximize their wealth.
*This course may not satisfy mandatory NY State continuing dental education requirements.