RETIRED DOCTORS SEMINAR IN NAPLES

This is our fifteenth seminar designed specifically for retired doctors. Every year we get requests for a seminar like this from those who used to attend our week-long seminars at wonderful locations. They still want the same valuable learning experience from someone they can trust - the only difference is that their issues have changed with their retirement. The seminar will cover the following topics suggested by retired doctors, as well as time for questions in order to cover other subjects of interest.

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

WHEN

November 5-6, 2021

COST

EARLY BIRD SPECIAL
IF RESERVED BY SEP. 6TH
Doctor Only: $870
Doctor & Spouse: $970

Promo Code: earlybird50

IF RESERVED AFTER EARLY BIRD SPECIAL
Doctor Only: $920
Doctor & Spouse: $1020

LOCATION

Naples, Florida

CE CREDITS

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

Doctor Only or

Doctor & Spouse

If you have any questions, please call 216-765-1199 for more information.

DETAILED DESCRIPTION ABOUT THE SPEAKERS RESORT INFORMATION SEMINAR SCHEDULE REGISTRATION INFORMATION

DETAILED DESCRIPTION

TAKEAWAYS

Investing in Retirement - Blending income, security, and growth
Estate Planning and dealing with children and parents
Charitable giving
Long Term Care Insurance
Individual Retirement Accounts
- Structuring withdrawals before and after age 70
- Coordinating IRAs with estate planning
- Stretching IRA income tax advantages over several generations

Q & A time to cover other relevant issues

ABOUT THE SPEAKERS

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.

RESORT INFORMATION

Naples Grande Beach Resort
One of the top resorts in Naples, FL.

After highly successful meetings in November 2004, 2006, 2011, and 2015, we are returning to delightful Naples, Florida. The seminars are planned for early November when the weather is superb, and the rates are reasonable, starting at $279 for double occupancy, which includes breakfast for two, daily. This is a great chance to relax and get a nice tan before the holiday season begins.

Room reservations must be made by October 6, 2021

SEMINAR SCHEDULE

Please arrive at the meeting room at The Naples Grande between 1:15 and 1:30 p.m. on Friday, November 5, 2021, to sign in and receive course materials. Lectures will be held Friday afternoon from 1:30 until 5:00 p.m. and from 8:30 a.m. until noon on Saturday, November 6, 2021. There will be 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 INFORMATION

SEE ABOVE FOR PRICING INFORMATION

Early Bird pricing is valid only till 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 and their 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.

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!

Ask a Question About CSA's Travel Protection

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