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. Topics will include (1) how to select great companies to own for the long-term, (2) a simple method for diversifying through mutual funds, (3) a review of income investment including bonds, preferred stocks, and real estate, (4) estate planning and gifting through techniques in light of possible changes to the U.S. tax code.
Dec. 10 - Dec. 11, 2021
EARLY BIRD SPECIAL
IF RESERVED BY OCT. 11TH:
Doctor Only: $1335
Doctor & Spouse: $1530
Promo Code: earlybird50
IF RESERVED AFTER EARLY BIRD
Doctor Only: $1385
Doctor & Spouse: $1580
AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture
If you have any questions that are not addressed here, please call 216-765-1199 for more information.
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.
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 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!
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
CE Planning Committee
Members of the CE planning committee have no relevant financial relationships to disclose.
SEMINAR ATTENDEE BONUSES
- Returning doctors who bring a new attendee will each get 10% off the seminar registration fee if registering together.
- Bigger Bonus for doctors who have attended 3 seminars in the last 5 years and bring a new attendee, your registration is a gift from us—up to a $1500 value!
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. For cancellation within 30 days, a credit will be provided towards a future seminar for medical emergencies only.
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