Event Details

Getting Your Financial Ducks in a Row - 2025

Address: 377 Oak St., Suite 204, GARDEN CITY, NY, United States

Email: office@nassaudental.org

Phone: 5162271112

Member Benefit Course

(The Nassau County Dental Society Designates this Activity for 2 CEU)

COURSE TITLE

“Getting Your Financial Ducks in a Row”

 

 DATE/TIME

Thursday, March 20, 2025
7:30pm-9:30pm

LOCATION

IN-PERSON
NCDS Headquarters
377 Oak Street, Suite 204, Garden City, NY 11530

 

COURSE DESCRIPTION/ EDUCATIONAL OBJECTIVES

The lecture covers several key financial planning and investment topics:

1. The importance of saving and investing
2. Debt Management
3. Retirement Planning
4. Investment Strategies
5. Financial Behavioral Insights
6. Key Recommendations

 

EDUCATIONAL METHODS

Lecture, PowerPoint presentation, and Q&A

The lecture uses numerous charts and historical data to illustrate financial principles and investment strategies. The lecture will also allow time for Q&A from the audience to ask questions, and the speaker will stay around for any questions that are more 1:1 type of questions. 

 


Chris Congema, CFP

A CERTIFIED FINANCIAL PLANNER®, Chris Congema began his career in the Financial Services Industry in 1991. He has worked for firms such as Merrill Lynch, Charles Schwab, and Fidelity Investments. Chris started his own Registered Investment Advisory firm in 2013.  
Chris graduated from St. John’s University in 1990 with a BS from the School of Business. He has previously held the Series 7, 9, 10, 63, & 65 licenses, as well as the NYS Health and Life Insurance licenses. Chris is an active member of the Financial Planning Association (FPA), Long Island Chapter. Chris is also a member of The National Association of Personal Financial Advisors (NAPFA). NAPFA is the country’s leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. 


CONFLICT OF INTEREST

Co-Owner and Founder of Landmark Wealth, the financial advisor for NCDS.

SPONSOR

 

 
REGISTRATION FEES

NCDS ADA Member Dentists No Fee
Non-Member Dentists $50.00

REGISTRATION, CANCELLATION & REFUND POLICY

Pre-registration is required for all courses. Payment is due upon registration (where applicable). Refunds will be issued if we are notified more than 24 hours prior to the event start time; credits for future courses will not be provided. The schedule is subject to change.

Please call us at 516-227-1112 if you have any questions about this lecture. To view our courses by month, click on the calendar tab at www.nassaudental.org. 

 

To Register Click the Link Below:

Getting Your Financial Ducks in a Row Registration

Registration Closes at Midnight 3/14/25.   However, being an In-person course, registration may close earlier if room capacity is reached.

 

NOTE: Failure to attend a course you have registered for without canceling 24 hours in advance will result in a $50 fee and the inability to register for any future courses until the fee is paid.

If you are having difficulty with the online registration, send an email to office@nassaudental.org. Include your full name, ADA number, and the name of the course for which you want to register.
If payment is due, please provide a phone number at which you can be reached to provide credit card information for payment.

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