Advanced Investment Seminar - New York, New York - Collier and Associates Co. LPA
Advanced Investment Seminar - New York, New York

Advanced Investment Seminar - New York, New York

This seminar is aimed at doctors who have some knowledge and background in investments (although we realize there are always less experienced investors in the room who are looking to learn more about investing from someone who is not selling anything). The goal is to get wealthy by investing our savings in a sensible long-term manner without letting investing take over our lives.

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 over pay 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 experienceinvestment 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.


 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.

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 writes the popular Collier & Associates Advantage 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, Los Angeles - We are thrilled to have Marilyn Cohen at both Advanced Investment seminars this year.  She is one of the country's top bond managers. 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.

Brian Chait
Lynx Capital Group Ltd., Cleveland - Brian has in excess of 30 years of investment experience with many different perspectives from working in the brokerage industry, portfolio manager of hedge funds and with a Multi-Billion-dollar wealth management firm as co-chief investment officer. He has spoken at several prior seminars and been well received.  He will give a comprehensive market overview with opportunities he perceives and areas he thinks one should avoid.  He will also talk on the "Worst Mistakes Investors Make."  As stock markets are governed by fear and greed there are no rules that work consistently.  Investors tend to throw out all logic and let their emotions control their investment decisions rather than sticking to a logical plan and rational decision making.  There are strategies investors can use to mitigate common mistakes that drain long-term portfolio returns. 

Lee Lowell
Smart Option Seller, LLC, Cleveland - Lee Lowell is owner & founder of Smart Option Seller, LLC, a website & newsletter focusing on the strategy of put-option selling.  Lee has been trading stock & commodity options for 27 years, starting out as a pit trader on the New York Mercantile Exchange (NYMEX) concentrating on the crude oil and natural gas futures & options markets. For the past several years, he has been trading for his own account.  In 2008, Lee launched the successful options-trading newsletter called "The Instant Money Trader" which held a 95% "win rate" between 2008-2016, and currently runs his Smart Option Seller newsletter which held a 100% win rate in 2017 and the same so far in 2018. Lee has spoken at dozens of financial seminars around the country and has helped thousands of investors learn about options trading. His book, "Get Rich With Options" is a favorite with his readers and is usually found within Amazon's Top 25 list for options trading books.  Lee's articles can be found in mainstream alternative investment publications such as "Stocks & Commodities" and "Futures" magazines. 


We have secured a terrific group rate of $319. This rate does not include taxes and fees.  You save money when you take advantage of our heavily discounted group rates compared to the rates provided elsewhere.

We can guarantee this rate only if you register before November 9, 2018, as rooms are often sold out before this date.

After a $24 million guest room renovation, the Marriott looks wonderful.  It features 629 guest rooms and 17 suites with luxurious bed linens and 32-inch plasma screen HDTVs. Guests will enjoy the state-of-the-art fitness center and upgraded concierge lounge with outdoor terrace. Midtown Manhattan hotel is located on Lexington Avenue and is near Rockefeller Center, Central Park, Broadway theaters, shopping on 5th Avenue and more.

  • Each room and suite features new luxurious bedding and bathrooms
  • Plug-in panels connect laptops, MP3 players, cameras and game consoles to a 32” flat screen HDTV
  • Business amenities include work desk, speakerphone, voicemail and wired/wireless high speed internet
  • Newly renovated concierge lounge on the 16th floor
  • 17 Luxurious, well-appointed suites offer superb accommodations


Marriott Eastside is just a few blocks from top attractions, dining and art.

  • Brooklyn Historical Museum
  • Guggenheim Museum
  • Metropolitan Museum of Art
  • MoMA – Museum of Modern Art
  • Central Park
  • Empire State Building
  • The Nature Conservancy
  • South Street Seaport
  • Bowery Ballroom
  • Rockefeller Center
  • Times Square/Theater District
  • United Nations
  • Jacob Javits Center
  • Madison Avenue Shopping
  • Fifth Avenue shopping
  • Museum of Arts and Design
  • Grand Central Station

Activities Nearby:

  • Biking
  • Bowling
  • Horseback Riding
  • Jet-Skiing
  • Jogging/fitness trail
  • Allure Day Spa & Hair Design
  • La Vie Zen Spa
  • American Girl Place
  • Children’s Museum of Manhattan

Dining Nearby:

  • Avra Estiatorio – Enjoy Greek, Mediterranean and seafood entrees in Midtown Manhattan
  • Smith & Wollensky – Classic steakhouse in East Side New York features fresh seafood, steaks & chops
  • Caffe Linda – Italian restaurant located in New York’s East Side serving salads, pasta, steaks & seafood
  • Dos Caminos – Serves great tasting Mexican food in a casual but fun atmosphere
  • Sparks Steak House – Steakhouse
  • Uncle Jacks Steakhouse – Features the finest USDA Prime Beef
  • Del Frisco’s – Serves only the best hand-cut steaks, chops and freshest seafood

Please arrive at the meeting room of The Marriott East Side between 8:00 and 8:30 a.m. on Friday, November 30, 2018, to sign in and receive course materials. Lectures will be held from 8:30 a.m. to 5 p.m. on Friday and Saturday (November 30-December 1, 2018) 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.

Registration TypeSingleCouple
Early Bird$1200$1395
At The Door$1300$1495
  • Early Bird pricing is valid only until 60 days prior to the event. To receive Early Bird pricing, use promotion code EarlyBird50 at checkout.
  • 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.

Approved PACE Program Provider by the Academy of General Dentistry
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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