2022 Advanced Investment Live Webinar

AIRED: DECEMBER 5-9, 2022

This webinar will be recorded for those who cannot attend the LIVE event.

2022 Advanced Investment Live Webinar

AIRED: DECEMBER 5-9, 2022

This webinar will be recorded for those who cannot attend the LIVE event.

FIVE NEW SEGMENTS THAT ADDRESS OUR CURRENT MARKET'S CLIMATE, RECENT CHANGES, AND PREDICTIONS!

The seminars are designed for doctors who have some knowledge as well as those who are seeking to learn more about investing from someone who is not selling anything.

We will start with some basic concepts before diving into more advanced topics like financial planning, asset allocation, how to select great companies, and much more. The goal is to get wealthy by investing our savings in a sensible long-term manner without letting investing take over our lives.

All webinar purchases are subject to our terms and conditions for our virtual events.

All are eligible for AGD PACE and CERP CE Credits.

ABOUT THE SPEAKERS

SEGMENT 1

Brandon Collier Headshot (200x200)-2

PRESENTED BY: Brandon Collier

Principles That All Investors Must Learn

As a seasoned attorney and practice transitions expert, Brandon provides unbiased advice to dentists on legal matters (taxes, employment laws, etc.), practice management, practice transitions, insurance, investment strategies for retirement, supporting them in becoming successful in business and life. He is the President of Collier & Associates, Inc and editor of the firm's (twice a month) premium doctors' newsletter publication.


Financial Disclosure: Brandon is the President of Collier & Assosciates, Inc. and a Partner in Collier & Associates Co., L.P.A

Brandon will explain the principles of investing – including:

  • How one can grow quite wealthy over time with just a medium level of interest in investing
  • Growth in earnings (and dividends) is the primary engine that moves stock prices
  • Investing in stocks and bonds vs. speculating in gold and cryptocurrencies
  • Creating an investment plan and asset allocation that works for you
  • Understanding enough about investment history to what is ordinary and out of the ordinary
  • Volatility vs. risk – two key (but quite different) concepts
  • How investment “professionals” are unlike professionals in other areas
  • Understanding key ratios – P/E, PEG, EPS growth over time, return on assets, and return on equity
  • Dividend paying vs. non-dividend paying stocks
  • When to buy and when to sell
  • The pros and cons of a diversified vs. a concentrated portfolio

Additionally, the following topics will also be addressed in this webinar:

  • Understanding bear markets, their frequency and duration
  • Inflation, Interest rates and their impact on asset values
  • Opportunities for investing cash to generate positive returns – short-term bonds, CDs and money market funds
  • Investing in bonds – a review of the bond landscape – Treasuries, municipals, corporates and high yield, and constructing a bond ladder
  • How to verify that you’re receiving a competitive price on your bond purchase

Live Event Date: Dec. 5, 2022
Time: 6:00 PM EST
Duration: 2:00
CE Hours: 2.0


Register for Segment 1

SEGMENT 2

Brandon Collier Headshot (200x200)-2

PRESENTED BY: Brandon Collier

Investing in Stocks

As a seasoned attorney and practice transitions expert, Brandon provides unbiased advice to dentists on legal matters (taxes, employment laws, etc.), practice management, practice transitions, insurance, investment strategies for retirement, supporting them in becoming successful in business and life. He is the President of Collier & Associates, Inc and editor of the firm's (twice a month) premium doctors' newsletter publication.


Financial Disclosure: Brandon is the President of Collier & Assosciates, Inc. and a Partner in Collier & Associates Co., L.P.A

  • Investing in stocks
    • Three approaches – constructing a portfolio of well-run profitable businesses; owning the markets through low-cost index funds; hiring an advisor to build and manage a portfolio for you
  • How to judge whether your advisor is earning his or her fee?
  • Dividend paying stocks and the compounding power of reinvested dividends
  • Learning the investment math – calculating present and future values, internal rates of return
    • It’s difficult to be an investor if you don’t understand the investment basics
    • How to calculate the future value of a child’s Roth IRA, how to calculate a mortgage payment, and how to determine whether it makes more sense to retire now when your practice may be at its peak value vs. working longer and selling ultimately for a lower price
  • Analyzing a series of publicly traded companies (some brand names and some perhaps not) to determine whether, based on the investment math, whether we are likely to be satisfied buying these stocks at today’s prices

Live Event Date: Dec. 6, 2022
Time: 6:00 PM EST
Duration: 2:13
CE Hours: 2.2


Register for Segment 2

SEGMENT 3

marilyn cohen (website bio photo) 500x500-2

PRESENTED BY: Marilyn Cohen

The Yield Drought is Over

Marilyn Cohen is one of the country’s top bond managers. For 27 years she has been CEO of her own money management firm, Envision Capital Management, Inc. As Envision’s CEO, Marilyn and her company specializes in managing bond portfolios for individuals. Marilyn is a 27-year veteran Forbes magazine columnist. She is the author of four books on bond investing, all available on Amazon.

Marilyn 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.

Contact Marilyn at 800 400-0989 or by email at envision@envisioncap.com.

Learning Objectives:

Rates are finally rising. I will discuss what to invest in and why. Everyone keeps waiting to be told when we will be in a recession. In my opinion, it’s already started, and I will share the data that best explains it. You simply cannot increase the supply of money in the U.S. financial system by one-third and borrow another $7 Trillion and not expect inflation and interest rates to rise. I have tons of “yieldy” bond recommendations!

Live Event Date: Dec. 7, 2022
Time: 6:00 PM EST
Duration: 1:30
CE Hours: 1.5


Register for Segment 3

SEGMENT 4

Casey Fines - square

PRESENTED BY: Casey Fines

Real Estate Investing

Casey Fines is a dentist in Fargo, ND. He studied at the University of Minnesota where he did his engineering and general dental training. Casey began investing in real estate in 2009. Casey is a sole owner of 164 units of apartments, 163 doors in two hotels, two office buildings and three land development deals. Being a sole owner, he has $25 million of real estate under current ownership/management. He has gone full cycle on several deals. In 2022, he closed his biggest deal yet at 217 units with his partners.

Learning Objectives:

  • Let's be "real", dentists pay too much income taxes!!
  • Why is real estate important to a dentist and his/her retirement strategy?
  • Debt, depreciation, income taxes and appreciation
  • What does it mean to be a "Real Estate Professional"?
  • Types of real estate investments
  • What are important characteristics of a real estate investment?
  • What to look for?
  • Real estate valuations and an example of adding value.

Live Event Date: Dec. 8, 2022
Time: 6:00 PM EST
Duration: 2:18
CE Hours: 2.3


Register for Segment 4

SEGMENT 5

Brian Chait Pic

PRESENTED BY: Brian Chait

Stock Market Opportunities and Pitfalls for the Individual Investor

Brian is the founder the President of Lynx Capital Group, an independent portfolio and wealth management company formed in 1996. He is also the founder and Chief Investment Officer of Rampart Funds. Mr. Chait has over 35 years of investment experience and brings a unique global perspective to long-term value investing on behalf of his clients. Prior to forming Lynx, Brian served as Co-CIO and Partner of a regional Cleveland based investment management firm with over $1.5 billion in client assets under management. Mr. Chait was a co-portfolio manager of The Clarion Fund, a hedge fund focusing on small capitalized stocks. Brian was responsible for the short side and hedging the portfolio with derivatives. Brian served as CFO, and CEO of a number of national middle companies. Mr. Chait is a well-known speaker at numerous conventions and seminars. He is a three time winner of Forbes Magazine’s Love Only One Stock contest for his short ideas. He completed a Bachelor of Science in Accounting with honors from the University of South Africa and is a Chartered Accountant (CA)SA.


Brian Chait has no financial relationships relevant to this presentation to disclose

Learning Objectives:
Brian Chait will give a comprehensive market overview with opportunities and themes he thinks investors should overweight or underweight going forward. Bear markets also create opportunities to buy great companies and invest in sectors that offer a compelling long term investment opportunity. Brian will recap on past investment ideas and discuss at least 4 stocks that should be part of any serious investors long term portfolio.

Live Event Date: Dec. 9, 2022
Time: 6:00 PM EST
Duration: 1:30
CE Hours: 1.5


Register for Segment 5

EPISODES 1-5, BUNDLE

Purchase all five segments and save money $1350.00 $1215.00

Brandon Collier Headshot (200x200)-2
marilyn cohen (website bio photo) 500x500-2
Casey Fines - square
Brian Chait Pic

Register for Segments 1-5 Bundle

CONTACT US

(216) 765-1199

9.5 Continuing Education Credits 

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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

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Collier and Associates, Inc. is an ADA CERP Recognized Provider.

ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

Collier and Associates, Inc. designates this activity for 9.5 continuing education credits.

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