Earn Approximately 10 CE Credits
Advanced Investment and Planning For Retirement Webinar Series
December 7-11, 2026
Join us for the 2026 Advanced Investment and Planning for Retirement Webinar—a unique seminar for both newer and more seasoned investors looking to take a more informed approach to their investment portfolios and long-term financial future. We will teach stocks, bonds, real estate, and more. Historically, this has been our most popular seminar—and for good reason. It is 100% focused on education, helping doctors better understand investments so they can feel more comfortable managing their own portfolios as they build and prepare for retirement. Many attendees return year after year because of the strategies and knowledge they have gained.
Making Investing Understandable with Our 5-Part Webinar
This webinar series emphasizes simple and sane long-term investing that combines (1) a knowledge of investment history so that we have a sense of what is normal, (2) a methodology for selecting and analyzing individual investments, and (3) the right temperament for successful long-term investing. The idea is that we will then know WHAT we are doing, WHY we are doing it, and WHEN we should do it. That makes it easier to avoid panicking when markets fall and easier to avoid freezing up when “experts” contradict each other. By understanding the value of the investments you own, you can add to them with confidence when markets periodically hang “for sale” prices on them, as they will continue to do from time to time.
WEBINAR SCHEDULE
Day 1
Building an Investment Portfolio for Retirement
Developing an Investment Strategy for Long-Term Financial Independence
Presented By: Brandon Collier
- Live Event Date: December 7, 2026 at 5:30pm EST
- Duration: 2.5 Hours
- CE Hours: 2.5
Description
Brandon will explain the principles of investment portfolio construction and how they apply across different stages of a dentist’s financial life. Participants will examine the characteristics of different asset classes, distinguish long-term investments from speculation, evaluate tax considerations, and consider how asset allocation should evolve as retirement approaches.
The session will focus on developing an investment strategy that participants can understand and implement, with particular attention to the transition from accumulating wealth to preserving and managing it throughout retirement.
Covered Topics
Brandon will explain the principles of investing – including:
- Different approaches to investing and the importance of developing a strategy that can be understood and implemented
- Macro backdrop: deficits, rates, and the dollar
- The characteristics of productive assets, income-generating assets, and speculative assets
- The role of stocks, real estate, and other investments in long-term wealth creation
- Distinguishing investments from speculation and evaluating the risks of each
- Tax considerations associated with different investment classes
- Understanding sheltered and non-sheltered investment accounts
- Evaluating the costs and potential value of working with an investment advisor
- Understanding inflation and interest rates and their potential impact on investment portfolios
- Asset allocation across different stages of the financial life cycle
- Adjusting portfolio allocation as retirement approaches
- Evaluating alternatives to traditional asset-allocation models
- Comparing index investing with individual security selection
- The role of growth, interest, and dividends within a long-term portfolio
- Recognizing sales pitches
- Reinvesting investment income and evaluating its role in long-term portfolio growth
Learning Objectives
By the end of this course, participants will be able to:
- Differentiate between investing and speculation and evaluate the role of different asset classes in a long-term investment strategy.
- Evaluate tax considerations associated with different investment classes and account types.
- Explain how inflation and interest rates can affect long-term investment portfolios.
- Evaluate asset allocation strategies across different stages of the financial life cycle, including the transition into retirement.
- Compare different approaches to equity investing, including index investing and individual security selection.
- Assess the roles of growth, interest, and dividends within a long-term investment portfolio.
Learn More About Brandon
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 biweekly premium doctors’ newsletter publication.
Financial Disclosure: Brandon is the President of Collier & Associates, Inc. and a Partner in Collier & McBride Co., L.P.A.
Day 2
Evaluating Stocks for a Long-Term Retirement Portfolio
Understanding Business Quality, Valuation & Long-Term Return Potential
Presented By: Brandon Collier
- Live Event Date: December 8, 2026 at 5:30pm EST
- Duration: 2.5 Hours
- CE Hours: 2.5
Description
Brandon will examine how investors can evaluate publicly traded companies and assess whether individual stocks may be appropriate holdings within a long-term investment portfolio.
Using examples of established businesses, participants will examine competitive advantages, corporate earnings, cash flow, dividends, return on assets, return on equity, and other financial measures used to assess business quality and valuation. The session will also address common behavioral mistakes that can affect investment decisions and long-term portfolio outcomes.
Participants will use a financial calculator to work through valuation examples and apply these concepts to the analysis of selected publicly traded companies.
Covered Topics
- Evaluating publicly traded companies based on business quality and long-term prospects
- Identifying characteristics that may contribute to sustainable competitive advantages
- Understanding corporate earnings and cash flow
- Evaluating dividends and their role in long-term investment returns
- Understanding return on assets and return on equity
- Using financial information to assess the quality of a business
- Understanding the relationship between business value, stock price, and potential long-term returns
- Using financial calculators to work through basic investment analysis
- Applying valuation concepts to selected publicly traded companies
- Recognizing behavioral factors that can influence investment decisions
- Comparing fundamental analysis with investing based on market “tips” or recent price movements
- Evaluating the potential role of individual stocks within a diversified long-term portfolio
Learning Objectives
By the end of this course, participants will be able to:
- Evaluate publicly traded companies using fundamental financial measures, including earnings, cash flow, return on assets, and return on equity.
- Identify characteristics that may contribute to a company’s long-term competitive position and investment potential.
- Explain the relationship between a company’s underlying business value, its stock price, and potential long-term returns.
- Apply basic valuation concepts to the analysis of individual publicly traded companies.
- Evaluate behavioral factors that can influence investment decisions and long-term portfolio outcomes.
- Assess the potential role of individual stocks within a diversified long-term investment portfolio.
Learn More About Brandon
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 biweekly premium doctors’ newsletter publication.
Financial Disclosure: Brandon is the President of Collier & Associates, Inc. and a Partner in Collier & McBride Co., L.P.A.
Day 3
Understanding Stock Options
Strategies, Risks & Opportunities
Presented By: Lee Lowell of The Smart Option Seller
- Live Event Date: December 9, 2026 at 5:30pm EST
- Duration: 90 Min
- CE Hours: 1.5
Description
This course introduces participants to the fundamentals of options trading, covering the mechanics of calls and puts, the roles of buyers and sellers, and the key factors that drive option pricing. Participants will learn how to enter options trades through a brokerage platform, calculate breakeven levels, and evaluate the potential profit, loss, and risk of a given position, along with core risk management principles to apply before placing a trade. The course also covers basic stock chart analysis to help assess market direction, and introduces two beginner-friendly strategies, buying deep-in-the-money call options and selling conservative out-of-the-money put options, comparing their respective benefits, risks, and appropriate use cases.
Covered Topics
- Fundamentals of options trading, including calls, puts, buyers, and sellers
- How options are priced and the factors that influence an option’s value
- Entering options trades through a brokerage platform
- Understanding potential profit and loss from an options position
- Calculating breakeven levels and evaluating potential outcomes
- Risk management considerations when trading options
- Using stock charts to assess market and directional conditions
- Beginner strategy: buying deep-in-the-money call options
- Beginner strategy: selling conservative out-of-the-money put options
- Comparing the potential benefits, risks, and appropriate applications of different options strategies
Learning Objectives
By the end of this course, participants will be able to:
- Explain the fundamental mechanics of options, including calls, puts, buyers, and sellers.
- Describe how options are priced and identify key factors that affect potential profit and loss.
- Calculate breakeven levels and evaluate the potential risk and reward of an options trade.
- Apply basic risk management principles when evaluating options strategies.
- Use basic stock-chart analysis to assess market direction and identify potential trading opportunities.
- Describe the mechanics, potential benefits, and risks of buying deep-in-the-money calls and selling conservative out-of-the-money puts.
Learn More About Lee
Lee Lowell has been a professional stock, options, and commodities trader for more than 35 years. He is the founder of Smart Options Seller, an options trading education platform offering trading newsletters, group webinars, individual coaching, and educational videos through YouTube. Lee focuses on helping investors understand how options work and how they can be incorporated into a disciplined trading approach. More information is available at www.smartoptionseller.com.
Day 4
The Forgotten Virtue of Investment Certainty
Building Predictable Cash Flow Through Individual Bonds
Presented By: Marilyn Cohen of Envision Capital Management
- Live Event Date: December 10, 2026 at 5:30pm EST
- Duration: 90 Min
- CE Hours: 1.5
Description
Markets are unpredictable. Your income doesn’t have to be. As investors approach and move through retirement, predictable cash flow is increasingly important.
This session will explore how investors can build portfolios around meaningful promised cash flows, including income they can see, payments they can schedule, and maturity dates they can plan around. Participants will examine the simplicity of investing in individual corporate and municipal bonds and consider why predictable cash flows will become increasingly valuable as retirement approaches.
The session will also explore current opportunities in the bond market, including the debt binge among the hyperscalers.
Covered Topics
- The role of predictable cash flow in retirement planning
- How to build an income-oriented portfolio
- Investing in individual corporate bonds
- Investing in individual municipal bonds
- The differences between individual bonds, bond funds, and bond ETFs
- Current opportunities and the big risks in the treasury, corporate, and municipal markets
Learning Objectives
By the end of this course, participants will be able to:
- Explain the role of predictable cash flows in investment planning as retirement approaches.
- Describe how individual bonds can provide scheduled income and defined maturity dates.
- Compare the characteristics of individual corporate and municipal bonds with bond funds and ETFs.
- Evaluate the potential role of individual bonds in a portfolio designed to provide predictable cash flow.
- Identify factors to consider when evaluating current opportunities in the corporate and municipal bond markets.
Learn More About Marilyn
Marilyn Cohen is one of the country’s leading bond managers, with more than 40 years of experience in the securities industry. She founded Envision Capital Management 31 years ago and serves as its CEO, specializing in managing bond portfolios for individual investors and personally managing each client’s investment portfolio.
A recognized thought leader in the financial community, Marilyn wrote the bond column for Forbes magazine for 24 years and is the author of six books on bond investing. She is also a frequent contributor and guest on CNBC, CNN, NBC, CBS, Fox Business News, and other major financial media outlets. Known for explaining complex financial topics in plain English, Marilyn helps investors better understand the opportunities and challenges within the bond market.
Contact Marilyn at (800) 400-0989 or envision@envisioncap.com.
Day 5
The Forecast Is Not the Plan
Building an Investment Portfolio Around Your Risk Tolerance and Long-Term Goals
Presented By: Edward Montag and Michael Smith of Montag Wealth Management
- Live Event Date: December 11, 2026 at 5:30pm EST
- Duration: 90 Min
- CE Hours: 1.5
Description
Financial markets are difficult to predict, making it important to understand the difference between a market forecast and a long-term investment plan. This session will examine how doctors can evaluate market conditions, understand the risks associated with their largest financial assets, and build an investment portfolio that complements rather than duplicates the risks they may already have through their practice ownership.
Participants will also explore how to analyze individual stocks, evaluate business quality and valuation, and consider innovative or emerging investments without allowing concentrated positions to disrupt a long-term financial plan.
Covered Topics
- Why market forecasts often fail and why long-term financial planning should not depend on them
- Understanding long-term market returns and the role of volatility
- The anatomy of market declines and the consequences of reacting emotionally
- Evaluating a doctor’s practice as a concentrated, illiquid financial asset
- Understanding how practice ownership can affect overall portfolio risk
- Analyzing individual companies based on business model, business quality, competitive position, management, and valuation
- Understanding value vs. growth and the relevance of company size
- Using market timing, charts, and price momentum as inputs rather than investment theses
- Evaluating current investment opportunities and market conditions without relying on forecasts
- Understanding the distinction between a great idea, a great company, and a great investment
- Evaluating innovative or emerging investments while managing concentration and portfolio risk
- Incorporating higher-risk investments without allowing them to disrupt a long-term financial plan
Learning Objectives
By the end of this course, participants will be able to:
- Explain the limitations of market forecasts and the importance of maintaining a long-term investment plan.
- Evaluate how volatility and market declines can affect long-term portfolio outcomes and investment decisions.
- Assess how ownership of a professional practice may affect overall investment risk, liquidity, and diversification.
- Analyze individual companies using factors including business quality, competitive position, management, and valuation.
- Distinguish between market commentary, investment analysis, and market forecasting when evaluating investment opportunities.
- Evaluate the potential role and risks of concentrated or innovative investments within a diversified long-term portfolio.
Learn More About Edward
Edward “Ned” Montag Montag is the Chief Executive Officer of Montag Wealth, where he has overall managerial responsibility for the firm. He joined Montag Wealth in 1996 and became CEO in 2009.
Ned brings extensive leadership and wealth management experience to his role, with a background in consulting for closely held companies and their owners. His early career in this emerging field helped shape his understanding of the financial and managerial challenges facing successful business owners and their families.
In addition to his professional work, Ned is actively involved in the Atlanta community and has served in a variety of philanthropic and civic leadership roles, including as Trustee and Endowment Chair of Agnes Scott College.
Contact Ned at (678) 539-8217 or Ned.Montag@montagwealth.com.
Learn More About Michael
Michael Smith is a Senior Wealth Manager at MONTAG, where he works with individuals, families, and select organizations to build investment portfolios aligned with their goals, circumstances, and tolerance for risk. He takes a personalized approach to portfolio management and collaborates closely with clients and their other advisors, including attorneys and accountants, when appropriate.
With nearly two decades of experience in portfolio management, fundamental equity research, asset allocation, and investment manager due diligence, Michael’s investment philosophy is grounded in understanding the businesses and investments he evaluates while recognizing that markets evolve and there is more than one path to successful investing. He believes in staying flexible, balancing multiple sources of return, and building portfolios that can adapt as market conditions and client needs change.
Contact Michael at (678) 539-8220 or Michael.Smith@montagwealth.com.
Approximately 10 Continuing Education Credits Available
All are eligible for AGD PACE Credits.
Build Confidence in Your Financial Future
After five days of expert-led sessions, in-depth market analysis, and proven investment strategies, you’ll leave the Webinar series equipped with the tools and knowledge to make more informed decisions about your investment portfolio and long-term financial future. Whether you’re fine-tuning an existing portfolio or preparing for the transition into retirement, this is your chance to deepen your understanding of investing and gain the confidence to manage your wealth for the long term.
$100 OFF Early Bird Pricing Available Until October 31st, 2026
Additional Questions? Contact Us At (216) 765-1199.
All webinar purchases are subject to our terms and conditions for our virtual events.
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, 2024 – September 30, 2028
Provider ID #209852