Every year we get requests for a seminar like this from those who used to attend our week-long seminars at wonderful locations. They still want the same valuable learning experience from someone they can trust – the only difference is that their issues have changed with their retirement.
Ever since we organized our first ever Retired Doctor seminar in Chateau Elan back in 2005, which sold out within two weeks, every year we have been getting hundreds of requests for more of these week-long seminars which are designed specifically for the retired doctors and are held at wonderful locations.
In our twelfth year of successfully organizing Retired Doctors’ Seminar, we see that the majority of seminar participants are past attendees. Why?
Because (Retired) Doctors still want the same valuable learning experience from someone they can trust – the only difference is that their issues have changed with their retirement.
This special seminar is designed for doctors in or contemplating retirement. Special focus will be given to the following topics:
Investing in Retirement – Blending income, security and growth.
Implementing an aggressive but legal approach to business write-offs to save thousands each year
Tax-deductible retirement plans for doctors who want to contribute between $20,000-$200,000
Individual Retirement Accounts:
Structuring withdrawals before and after age 70
Coordinating IRAs with estate planning
Stretching IRA income tax advantages over several generations
About The Speakers
Brandon S. Collier
Brandon is an attorney for the dental profession. As President of Collier & Associates, he is a nationally renowned expert in representing doctors in all phases of practice transitions. He publishes the popular Collier & Associates Newsletter and lectures extensively at his own seminars and on behalf of many professional organizations. Brandon holds a Bachelors Degree from the University of Pennsylvania, cum laude, a Juris Doctor Degree from Case Western Reserve University School of Law, and a Masters Degree in Taxation from the New York University School of Law.
Marilyn Cohen – ENVISION CAPITAL MANAGEMENT
BONDS & FIXED INCOME INVESTING
Marilyn Cohen is one of the country’s top bond managers, and she received rave reviews for her presentation at the 2017 Chicago Advanced Investment Seminar. Marilyn makes bonds and investing for income fascinating subjects. She began her financial career as a securities analyst at William O’Neil & Co, moved into bond brokerage at Cantor Fitzgerald, Inc., then founded Envision Capital Management 23 years ago. As Envision’s CEO, Ms. Cohen and her company specialize in managing bond portfolios for individuals. During this same 23 years, she has written the bond column appearing in Forbes magazine, which is how we came to know her. Ms. Cohen is the author of four books – most recently; The Little Bond eBooklet: Must-Knows About Your Bond Portfolio. She is a popular guest on CNBC, FOX Business News, PBS and each of the major broadcast networks. Her comments—stated in plain English— guide individuals through the inner workings of the bond market.
An architectural landmark comprised of sleek glass towers, the Westin Bonaventure Hotel and Suites has become an international symbol of Los Angeles. As one of the most photographed buildings in the world, the Westin Bonaventure Hotel and Suites is widely recognized as a masterpiece in contemporary hotel design. The 34th floor of the Westin Bonaventure is home to a revolving cocktail lounge where one can unwind while gazing at commanding views of the city. The Westin Bonaventure Hotel and Suites has been featured in many movies and television series over the years due to its beautiful architecture. The Westin Bonaventure Hotel & Suites provides a stunning oasis in the heart of the City of Angels. Referred to as a “City-within-a City,” the luxury accommodations feature a six story atrium with myriad specialty boutiques and international restaurants. Relax on the lushly landscaped pool deck, rejuvenate in the Spa or enjoy an invigorating work out in the fitness center.
We have secured a terrific group rate of $199. You save money when you take advantage of our discounted group rates compared to the rates provided elsewhere.
Once you have registered for the seminar, you will receive an acknowledgement letter and hotel reservation information on how to reserve a room within our block.
19 Restaurants and Cafés, offering a delightful range of dining options and atmospheres to suit any taste
In-Room Spa, providing holistic spa services in the privacy of your room
WestinWORKOUT® Fitness Studio, with strength-training equipment, aerobics, indoor track, and more
The Plaza Pool Deck, a lushly landscaped oasis
New York style steakhouse
Located on the 35th floor
Featuring USDA-certified prime beef, Maine lobster, and fresh seafood
Awarded Wine Spectator’s 2017 Best of Award of Excellence
About the Area
A melting pot of bold creative and international cultures, Los Angeles offers so much beyond the glitz and glamour of Hollywood. It’s a city worth exploring again and again. La-La Land is filled to the brim with Hollywood glamour—name brands and movie set backdrops, yet it’s also home to renowned art galleries like the Los Angeles County Museum of Art and architectural masterpieces like the Getty Center. The world’s visual entertainment empire, LA offers tourists behind-the-scenes looks into the world of filmmaking and television broadcasting at studios like Paramount Pictures Studios and Warner Bros. Studio. What’s more, the City of Angels features some of the country’s most eclectic cuisine and dozens of highly acclaimed restaurants. Away from the revitalized downtown area, the Malibu and Santa Monica beaches provide sun, sand and surfing, while Venice Beach offers close-ups of the city’s most unique residents.
Philharmonic (Dudamel is conducting Mozart that weekend) at the Walt Disney Concert Hall
Music Center – Performance Arts Center
Dorothy Chandler Pavilion
Museums & Zoo
Museum of Contemporary Art
The Getty Museum
Los Angeles County Museum of Art(LACMA)
The Broad (Impressionist Art)
Griffith Observatory & Griffith Park
Santa Monica Pier & Beach, Promenade
Universal, Paramount Pictures and Warner Bros. Studios
Hollywood Walk of Fame & TCL Chinese Theatre
The Original Farmers Market & the Grove
Hollywood Homes Tours
Please arrive at the meeting room of the Westin Bonaventure between 8:15-8:30 a.m. on Friday, May 18, 2018 to sign in and receive course materials. Lectures will be held from 8:30 a.m. until 5:00 p.m. on Friday, with question and answer periods before and after the meeting. Outlines will be used as a guide to the course.
It would be useful to have a list of specific questions ready, but we will cover the most commonly asked ones in detail during the seminar as well. All course material will be provided while checking-in on the first day. For complete candidness, tape recorders will not be allowed at the program.
At The Door
Early Bird pricing is valid only till 60 days prior to the event.
Regular pricing is valid if registering within 60 days of the event.
At the Door pricing is applicable if registering on the day of the event.
Attendance at the programs is limited to doctors, spouses, and key office staff members, except by special permission.
We understand that emergencies arise. If you can’t make it to a seminar, please provide instructions in writing at least 30 days before the scheduled event date. The full registration fee (minus a $50.00 processing fee) will be refunded if we are notified of cancellation 30 days prior to the scheduled event date. No refunds are possible after this timeframe. However, credit will be given towards a future seminar.
Collier & Associates, Inc. is designated as an Approved PACE Program Provider by the Academy of General Dentistry. The formal continuing education programs of this program provider are accepted by AGD for Fellowship, Mastership and membership maintenance credit. Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement. The current term of approval extends from October 1, 2015 to September 30, 2018. Provider ID #209852
Promotions & Discounts
Refer a Friend
As a bonus, if a prior seminar attendee brings a doctor who has never before attended a Collier Seminar, the returning doctor and the new doctor will each receive $100 off the seminar registration fee.
*Discount applies ONLY when both doctors register together.
*Discounts cannot be taken retroactively"
As a greater bonus, if you have attended 3 seminars in the last 5 years and bring a new attendee, your registration is a gift on us!