Mastering Financial Independence 401
Dentists
April 30, 2025
7:00PM Central Time
1 CE Credit
Free
Live Webinar Lecture
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About the Course
Course Contents
Course Description
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
Matt Hamilton, CFP®

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.
Mike Faieta, CFP®

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.
Matt Bartley, AIF®, PPC®, CPFA®

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.
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Disclosure
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