2023 Advanced Investment Live Webinar
DECEMBER 11-15, 2023
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
Principles That All Investors Should Know
PRESENTED BY: Brandon Collier
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
- Different approaches to asset allocation whether interest rates are high or low
- How investment “professionals” are unlike professionals in other areas
- Do you need an investment advisor? Often no, but occasionally yes
- What we’re looking for in an outstanding company (and stock), and why a high return on equity (ROE) is key
- Dividend vs. non-dividend paying stocks
- Rebalancing vs. riding (and occasionally adding to) your best performers
- The pros and cons of a diversified vs. a concentrated portfolio
Live Event Date: Dec. 11, 2023
Time: 6:00 PM EST
Duration: 120 Min
CE Hours: 2.0
Register for Segment 1
SEGMENT 2
A Deep Dive Into Stock Investing
PRESENTED BY: Brandon Collier
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?
- For dividend paying stocks, harnessing the long-term compounding effect of reinvesting those dividends
- Learning security analysis “Warren Buffett-style” – analyzing a number of publicly traded companies (some brand names and some perhaps not) to determine whether we are likely to be satisfied ten years from now if we purchase them at today’s prices
Live Event Date: Dec. 12, 2023
Time: 6:00 PM EST
Duration: 120 Min
CE Hours: 2.0
Register for Segment 2
SEGMENT 3
Bond Yields Went From Zero to Hero--Now What?
PRESENTED BY: Marilyn Cohen
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:
The mad rush to CD’s and money market funds is admirable because those short-term yields are enticing. But when yields stop increasing and begin their downward descent, it will be fast and furious, and investors will be bewildered.
I will discuss why it makes sense to extend further out on the yield curve with maturities from 2025 to 2031. I will also compare last year’s bond names and yields to todays, peppered with new recommendations. Particular attention will be devoted to the municipal and corporate bond market, but I will also give my thoughts on Treasuries, TIPS, and government agency bonds. Finally, I will discuss the mechanics of buying bonds and explain that the way the bond market operates is vastly different than the stock market.
Live Event Date: Dec. 13, 2023
Time: 6:00 PM EST
Duration: 120 Min
CE Hours: 2.0
Register for Segment 3
SEGMENT 4
Let's Talk About Investing with Chris and Randy
PRESENTED BY: Chris Guinther
Chris is Senior Investment Strategist and a Portfolio Manager at MONTAG. He leads equity research and market strategy efforts at MONTAG. His expertise includes stocks and bonds, with particular focus on technology stocks and growth investing.
Prior to joining MONTAG in 2018, Chris was President, Chief
Investment Officer and founding partner of an institutional investment firm in Atlanta. For nearly 20 years, he served as a lead portfolio manager overseeing billions in small and large cap growth equity mutual funds. Chris has been investing in public securities for 30 years professionally. He has significant experience investing in real estate, franchises, and small businesses privately. He believes his broad experience helps MONTAG clients whose wealth has been cultivated in similar ways over the years.
An Ohio native, Chris and his wife Ginger have three sons – two in college and one who has already graduated. In his spare time, he coaches baseball, enjoys golf, and is passionate about fitness.
Learning Objectives:
- Getting acquainted with the different classes of stocks – small vs. large cap, quality vs. risky, high growth vs. value or blue chip
- A fixed income overview – bonds and other income oriented investments
- Types of securities from mutual funds to ETF’s to individual securities – pros and cons of each
- Asset allocation – the MOST important decision
- Our outlook for the markets over the upcoming year
- Do investors need an international component?
- How investors can tap into private equity, and whether or not they should
- Commodities – they are more of a speculation than an investment
Live Event Date: Dec. 14, 2023
Time: 6:00 PM EST
Duration: 90 Min
CE Hours: 1.5
Register for Segment 4
SEGMENT 4
Let's Talk About Investing with Chris and Randy
PRESENTED BY: Randy Loving
Randy manages portfolios for individuals, families and institutions, and devotes much of his time to investment analysis.
Randy has worked in the investments field for 20 years. Prior to joining MONTAG, Randy was a Sector Portfolio Manager for RidgeWorth Investments. His responsibilities included management of the technology and financial sectors. In addition, Randy spent eight years at SunTrust as both an Equity Analyst and Portfolio Manager in the Personal Asset Management group. Randy began his career at The Northern Trust in Chicago.
A native of Fort Lauderdale, Florida, Randy and his wife, Monika, have one daughter and one son. In his free time, Randy enjoys reading, fishing and endurance sports.
Learning Objectives:
- Getting acquainted with the different classes of stocks – small vs. large cap, quality vs. risky, high growth vs. value or blue chip
- A fixed income overview – bonds and other income oriented investments
- Types of securities from mutual funds to ETF’s to individual securities – pros and cons of each
- Asset allocation – the MOST important decision
- Our outlook for the markets over the upcoming year
- Do investors need an international component?
- How investors can tap into private equity, and whether or not they should
- Commodities – they are more of a speculation than an investment
Live Event Date: Dec. 14, 2023
Time: 6:00 PM EST
Duration: 90 Min
CE Hours: 1.5
Register for Segment 4
SEGMENT 5
Investing Opportunities in Real Estate
PRESENTED BY: Andy Kline
Andy Kline serves as Co-CEO of Chase Properties, where he leads the Company’s shopping center business and the company’s operations. Prior to joining Chase in 2002, Mr. Kline was with Heitman Capital Management in Chicago, where he was involved in identifying and evaluating real estate acquisition and joint venture opportunities for Heitman’s institutional pension fund clients. He began his career with Security Capital Group, where he analyzed public real estate securities. Andy is a member of the University Hospitals Cleveland Medical Center Board of Directors and is a member of the University School Board of Trustees. He is a former Chair of the Board of E Prep Woodland Hills, has served on the boards of Village Prep and E Prep schools and Friends of Breakthrough Schools, a high performing operator of a network of charter schools in urban Cleveland. Andy is a member of the Cleveland Chapter of Young Presidents’ Organization (YPO) and served on the Executive Committee of the YPO Real Estate Network, a global network of real estate executives. He is a graduate of Cleveland Bridge Builders and The Diversity Center’s Lead Diversity program. Andy holds a Bachelor of Science degree in Economics from The Wharton School of the University of Pennsylvania.
Learning Objectives:
- Real estate investing options
- REITs
- Private Deals
- Funds
- Sector fundamentals and current environment
- Retail
- Multifamily
- Industrial
- Office
- Deep dive on the shopping center sector
Live Event Date: Dec. 15, 2023
Time: 6:00 PM EST
Duration: 120 Min
CE Hours: 2.0
Register for Segment 5
EPISODES 1-5, BUNDLE
Purchase all five segments and save money $1425.00 $1280.00
Register for Segments 1-5 Bundle
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9.5 Continuing Education Credits
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
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.
