Advanced Investment Seminar - Atlanta - Collier and Associates Co. LPA
Advanced Investment Seminar - Atlanta

Advanced Investment Seminar - Atlanta

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 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.

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.

Registration TypeSingleCouple
Early Bird$1300$1495
Regular$1350$1545
At The Door$1400$1595
  • 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.
CANCELLATION

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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