retired doctors seminar in naples florida

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

8

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

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

Have a friend or colleague that you think will enjoy this seminar?
Invite them to join us!

Talk to Collier & Associates Today

(216) 765-1199

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