Course Code: 5323

  Walt Czaicki, CFA   Walt Czaicki, CFA
  Richard Hirayama   Richard Hirayama
  Kenneth Kozlowski, CFP, ChFC, CLU   Kenneth Kozlowski, CFP, ChFC, CLU
  Mark Miller   Mark Miller

Thursday, October 1, 2009
11:30am - 2:00pm

CE Hours: 2.5



Popular program sponsored by the ADA Council on Members Insurance and Retirement Programs. Conducted by AXA Equitable, administrators of the ADA Members Retirement Program. Panelists present updates on retirement planning and various investment market sectors.

By the end of the course, participants will be able to:
1. Understand the latest trends and changes impacting dentists' retirement planning
2. Utilize insight from portfolio managers on market trends and the economy
3. Employ insight into portfolio management styles and strategies employed



Category: Finance

Recommended for: Dentist/Dental Student, Hygienist, Dental Assistant, Business Assistant