chicago - advanced investment seminars

ADVANCED INVESTMENT SEMINAR IN CHICAGO, IL

This seminar is for those who wish to learn how to manage their own retirement portfolio, to communicate more effectively with their financial advisors, and retire wealthy. 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 practical strategies for advanced investment retirement planning.

We will start with some basic concepts before diving into more advanced topics like financial planning, asset allocation, how to select great companies, and much more. The goal is to get wealthy by investing our savings in a sensible long-term manner without letting investing take over our lives.

If you have any questions that are not addressed here, please call 216-765-1199 for more information.

WHEN

Dec. 10 - Dec. 11, 2021

COST

EARLY BIRD SPECIAL
IF RESERVED BY OCT. 11TH:

Doctor Only: $1335
Doctor & Spouse: $1530

IF RESERVED AFTER EARLY BIRD
Doctor Only: $1385
Doctor & Spouse: $1580

LOCATION

Chicago, Illinois

CONTINUING EDUCATION

CREDITS: 16

AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture

SEMINAR REGISTRATION

Order form coming soon.

DETAILED DESCRIPTION

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.

ABOUT THE SPEAKERS
RESORT INFORMATION
SEMINAR SCHEDULE
REGISTRATION INFORMATION

C&A has partnered with Travel Guard and CSA Travel Protection (Generali) so that our Attendees can feel secure while traveling. Select your choice of coverage below by clicking one of the graphic links to obtain coverage information and build your quote.

Please note that Collier & Associates, Inc and staff are NOT licensed agents and cannot answer any policy questions. Our firm is only authorized to sell Travel Guard (AIG) products. Travel guard agents should address all policy questions. Thank you!

Please note that Collier & Associates, Inc., and staff are limited in answering any policy questions. Our firm is an authorized partner with CSA Travel Protection (Generali) and able to offer their travel insurance products. We can (limitedly) address questions online vs. the phone due to coordinating questions with our CSA travel partners. Thank you!

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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, 2020 - September 30, 2024
Provider ID #209852

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(216) 765-1199

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