Mastering Financial Independence 401

Understanding Retirement Plans

Write your awesome label here.

Audience

Date

Time

Credits

Cost

Method

Course Contents

Course Description

The adoption of a Qualified Retirement Plan is an excellent way to build substantial amounts of wealth because of their tax favored features. Taking full advantage of their benefits requires careful plan design and effective investment management. We will provide an overview of the types of plans used to maximize retirement savings, when they are appropriate, key plan design features, avoiding fiduciary liability and wealth building strategies in what many believe will be a low return environment for financial assets.

Learning Topics

Understand SEP-IRA, 401(k) profit sharing plans, and cash balance plans, how and when they are used
Identify plan design features that are a must
Become familiar with statutory protections for plan fiduciaries
Develop a menu of effective investment choices

Course Details

Course Fee: Free
Credits: Catapult Education designates this activity for 1 credit continuing education credit.
Method: Live Webinar Lecture
Audience: Dentists
AGD Subject Code: 550

Founder, Chairman & Chief Executive Officer; Hamilton Capital

As the founder, Chairman & Chief Executive Officer for Hamilton Capital, Matt is focused on big ideas, building impactful relationships, and crafting the unique culture of the firm.

As the pioneer of Hamilton Capital’s dynamic investment process, Matt served as HC’s first Chief Investment Officer from 1997-2009. In addition to his management duties, he currently serves selected clients in the capacity of Senior Financial Advisor and is a member of the Firm’s Investment Management Team.

Over the years, Matt has earned considerable recognition. Barron’s listed him among “America’s Top 1,200 Financial Advisors,” while Mutual Funds magazine named him one of the nation’s “100 Great Financial Planners”. He’s also been recognized as one of the country’s “Best Financial Advisors for Doctors” by Medical Economics magazine and one of the nation’s “Best Financial Advisors for Dentists” by Dental Practice Management.

A CERTIFIED FINANCIAL PLANNER™ professional and a graduate of The Ohio State University, Matt is a member of the National Board of Trustees for Search Ministries, a trustee of The James Foundation and a member of the professional advisory committee of The Columbus Foundation.

Managing Director, Principal

With over 25 years of experience, and a dedication for helping others navigate their financial lives with purpose and clarity, Mike Faieta prides himself on a team-oriented approach to wealth management; taking every opportunity to prepare both his clients and teammates for the challenges they may encounter in the future.

Joining Hamilton Capital in 2000, Mike is responsible for creating innovative financial strategies that serve a broad range of clients including families, physicians, executives, and entrepreneurs. As a firm partner and a member of Hamilton Capital’s Executive team, Mike strives to grow the firm in both culture and expertise by paving the way for others with shared passions and unwavering conviction to reach their full potential.

A graduate of Urbana University, Mike holds a Bachelor of Science in Business Administration with a concentration in financial accounting. He has earned the CERTIFIED FINANCIAL PLANNER™ professional certification and is a member of the Financial Planning Association.

Director, Retirement Plan Services

As the Director for Retirement Plan Services at Hamilton Capital, Matt Barley leads a team of industry experts that work directly with qualified retirement plan sponsors, helping teams to support their staff as they prepare to thrive in retirement. Together, they deliver comprehensive guidance and support to individual plan participants with the goal of uncovering the best solution for every unique circumstance they may encounter.

With a career spanning over 13 years and a deep passion for education and continuous learning, Matt always stives to learn as much as possible to further support our clients, and his team. Matt is a member of the American Society of Pension Professionals and Actuaries and holds the Qualified Plan Financial Consultant professional credential. He has also earned the Accredited Investment Fiduciary® professional designation awarded by the Center for Fiduciary Studies.

Catapult Education, LLC 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.

Approved PACE Program Provider. FAGD/MAGD Credit. Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement. 6/1/24 to 5/31/28. Provider ID 306446.

By signing up for a free webinar, you authorize Catapult Education, its partners and the webinar sponsor, permission to contact you for future continuing education opportunities, e-learning announcements and product offers. Participants should always check with their state licensing board to determine which, if any, certification or licensing is required to perform specific procedures in their jurisdiction. The opinions expressed on this website come from a variety of writers and speakers that are not necessarily endorsed by Catapult Education or its associates. Viewers are responsible for verifying the validity, accuracy and relevance of all content before implementing any techniques, products or recommendations into their clinical setting. Viewers understand that Catapult Education its associates, writers, speakers, and sponsored affiliates are not in any way responsible or liable for any adverse events that may occur (i.e., in a clinical setting or anywhere) based on any information disseminated from Catapult Education sites.

Catapult Education received commercial support from Hamilton Capitol for this presentation. Matt Hamilton, Mike Faieta, and Matt Bartley are employed by Hamilton Capitol. Catapult Education delivers clinically relevant continuing dental education programs which address the needs and preferences of our audience and provides them with the knowledge and confidence to integrate new techniques, practice management and treatment options into their respective practices. Catapult Education is committed to ensuring the content quality, objectivity and scientific integrity of all continuing education courses. Instructors are advised to support clinical recommendations with scientific research-supported data whenever possible and to disclose any conflict of interest between them and any corporate organization offering financial support or grant monies for this CE activity. Instructors are advised, where appropriate and if relevant to the subject matter of the presentation, to mention a variety of different product choices so as to present a balanced view of all therapeutic options available and promote improvements in oral healthcare free from commercial bias

1615 NW 4th Ave, Delray Beach, FL 33444 | United States

Mastering Financial Independence 401

Dentists

April 30, 2025

7:00PM Central Time

1 CE Credit

Free

Live Webinar Lecture

Don't Miss the Rest of the Series!

Don't Miss Part 1 of the Series!

About the Course

Course Contents

Course Description

Learning Topics