New York-Based Finance Expert Helps Dentists Fill Gaps In Financial Planning
NEW YORK, Sept. 20, 2012 /PRNewswire/ -- Hundreds of dentists turned their attention from adjusting teeth to adjusting their financial strategies during a recent West Coast trade convention.
The shift in focus resulted from a presentation by financial-services professional and author John Vento at the Los Angeles Dental Meeting, a two-day conference for dental professionals.
Of the eight experts who addressed the audience, Vento was the only personal-finance lecturer at the event, which took place Sept. 7-8, in the Hilton Los Angeles / Universal City, Calif.
Both a certified public accountant (CPA) and Certified Financial Planner™, he operates the Staten Island, N.Y.-based firms of Comprehensive Wealth Management Ltd. and the namesake firm of John J. Vento , CPA, P.C.
Vento's presentation contrasted with most of the others by focusing on financial essentials as opposed to dental procedures. Much of what he discussed echoed advice presented in his soon-to-be-released book, "Financial Independence (Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management" (Wiley, 2013).
"Once sufficient investment assets have been accumulated to maintain the desired standard of living, your money will be working for you, instead of you working for your money," Vento reiterated.
When this occurs, "you've made it to Point X," he said.
The key themes of Vento's presentation included: "Committing to Living Within Your Means;" Understanding Taxes;" "Determining Your Financial Position;" "Managing Debt;" "Insuring Your Health and Life;" "Protecting Your Property with Insurance;" "Paying for College;" "Planning for Retirement;" "Managing Your Investments," and "Preserving Your Estate."
About John J. Vento
John J. Vento has owned the firms of John J. Vento , CPA, PC and Comprehensive Wealth Management Ltd. in New York since 1987. He graduated Pace University with a bachelor's degree in business administration in public accounting, and continued on to earn an MBA in taxation from St. John's University. Vento is a certified public accountant (CPA) and Certified Financial Planner™.
John J. Vento , CPA, PC and Comprehensive Wealth Management Ltd. are not a registered broker/dealer or independent investment advisory firm. Securities are offered through H.D. Vest Investment ServicesSM, Member: SIPC; Advisory services are offered through H.D. Vest Advisory ServicesSM
For additional information about John J. Vento , log onto www.ventocpa.com, call 718-980-9000, or visit his headquarters at: 95 New Dorp Lane; Staten Island, NY 10306.Media Contact: Barton Horowitz
Relevant Public Relations, LLC
SOURCE Comprehensive Wealth Management Ltd.
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