THIS SEMINAR IS CANCELLED AND WILL BE RESCHEDULED.
Please feel free to call or email our office with any questions or for more information.
ADVANCED INVESTMENT SEMINAR IN ATLANTA, GA
This seminar will help you save taxes, retire wealthy and be better at running the business of your practice. The goals are simple - to conduct a tax-deductible seminar at a delightful site, for a modest cost, and have the doctor and spouse learn enough to more than pay for the trip. The majority of attendees are repeat attendees. Why? Because the emphasis is on easy-to-implement practical ideas on such things as aggressive (but always legal) tax ideas that too many timid accountants fail to suggest, practice building ideas, retirement plans, practice transition ideas, employee benefits, insurance, cost-cutting ideas and others.
If you have any questions that are not addressed here, please call 216-765-1199 for more information.
April 17 - April 18
This seminar is cancelled and will be rescheduled.
EARLY BIRD SPECIAL
IF RESERVED BY FEB. 16TH:
Doctor Only: $1300
Doctor & Spouse: $1495
IF RESERVED AFTER FEB. 16TH
Doctor Only: $1350
Doctor & Spouse: $1545
AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture
This seminar will focus on:
- The straight forward, three common-sense steps that make doctor families wealthy.
- How to select great companies to invest in for the long-term.
- How to tell when the great company's stock price is right to purchase. Even a great company will not be a good investment if we overpay for it.
- A simple method for diversifying through mutual funds.
- Bonds - What makes the most sense in the current market environment. We'll consider Treasury bonds, municipal bonds, corporate bonds, inflation-protected bonds, laddered portfolios, mutual funds, etc.
Too many doctors experience "investment paralysis." They are so unsure of what to do in these unsettling investment times that they let too much money build-up, long term, in money funds and CDs. This seminar will help you understand that there is always uncertainty in the markets. It will help you understand how stocks and bonds work. By using a financial calculator to work examples, it will help you to understand how to analyze the math underlying an investment you are considering. It will help you to design an investment strategy that you are comfortable with (no one strategy is right for everyone), and that should help break through investment paralysis.
REMEMBER, WE DO NOT SPONSOR OR SELL INVESTMENTS, WE TEACH YOU HOW TO DO IT YOURSELF OR LEARN ENOUGH TO JUDGE WHAT OTHERS ARE DOING FOR (OR TO!) YOU.
As in the past, we will highlight guest speakers who are experts in their respective fields. This will be a "working" seminar. We will present a course workbook for greater audience participation. Please bring a financial calculator. As in the past, the recommended pocket calculator is the Hewlett-Packard 12-C financial calculator. It is a popular calculator and is generally available in most electronic and department stores. If you cannot bring that one, be sure to bring another financial calculator.
Collier & Associates, Inc.
Nationally Approved PACE Program Provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
October 1, 2018 to September 30, 2020
Provider ID #209852
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