2024 Advanced Investment Webinar
Aired Live December 2024 - Recorded Series Available for Purchase
Join us for the 2024 Advanced Investment Webinar—a unique teaching seminar for both newer and more seasoned investors wanting to take control of their own investment portfolios. 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. We want doctors to have a better understanding of investments so they can feel more comfortable taking control of their own portfolios. Many attendees return year after year because the strategies they learn have proven tremendously profitable.
Earn 9.5 CE Credits
Making Investing Understandable with Our 5-Part Webinar
This 5-part webinar 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 the “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
Monday, December 9
Principles That All Investors Need To Know
PRESENTED BY: Brandon Collier
Duration: 2 hours
Estimated CE Hours: 2
Covered Topics
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
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 & Associates Co., L.P.A
Tuesday, December 10
A Deep Dive Into Stock Investing
PRESENTED BY: Brandon Collier
Duration: 2 hours
Estimated CE Hours: 2
Covered Topics
- 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
**For this segment, you will need a financial calculator. We recommend the Hewlett Packard 12C or similar. The HP 12c App is available on Apple and Google Android. We’ll walk through how to use it with basic examples and then apply our knowledge to analyzing a number of different stocks.
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 & Associates Co., L.P.A
Wednesday, December 11
Bond Investing Now
"If It's Not One Thing It's Another"
PRESENTED BY: Marilyn Cohen
Duration: 90 Min
Estimated CE Hours: 1.5
Covered Topics
These words from comedian, Roseanne Roseanneadana, still ring true today, especially in the Bond Market. Bond Market cross currents have been loud all of 2024. The rip tide of economic statistics was jumbled.
- Interest rate predictions were all over the map in 2024
- The bond market’s value was largely overlooked in 2024
- Bondland is full of peril. We’ll uncover where the gems are, what to buy and what to avoid
- I will beat the drum about the superiority of individual municipal and corporate bonds over the passive exchange traded bond funds
- We will compare corporate yield recommendations from last year’s Collier presentation and give new recommendations
- Actionable ideas will be on every slide
Buckle up. It will be a fast and fruitful presentation.
Learn More About Marilyn
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 1-800-400-0989 or by email at envision@envisioncap.com.
Thursday, December 12
Stock Market Lessons Learned Over the Past 40 Years
PRESENTED BY: Brian Chait
Duration: 90 Min
CE Hours: 1.5
Covered Topics
Brian Chait will discuss his numerous stock investment lessons learned and key mistakes made over his 40-year career in asset management. This is a unique perspective for a webinar, and we expect Brian’s wisdom will make you a better investor and help your long-term investment performance. Brian will also give a comprehensive market overview with opportunities and themes he thinks investors should overweight and underweight going forward, as well as some specific investment ideas in light of the current frothy market.
Learn More About Brian
Brian is the founder the President of Lynx Capital Group, an independent portfolio and wealth management company formed in 1996 with assets in excess of $180 million and registered with the SEC. He has over 40 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. He was also a co-portfolio manager of The Clarion Fund, a hedge fund focusing on small cap stocks where he was responsible for the short side and hedging the portfolio with derivatives. Brian is a well-known speaker at numerous conventions and seminars and 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.
Friday, December 13
Real Estate Investing for Dentists, The 2024 Update
PRESENTED BY: Casey Fines
Duration: 90 Min
Estimated CE Hours: 1.5
Covered Topics
Real estate investing strategies that dentists can use to generate returns and lower their income taxes – legally!
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.
- Let’s talk about current market conditions
Learn More About Casey
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.
8-10 Continuing Education Credits Available
All are eligible for AGD PACE and CERP CE Credits.
Take Control of Your Financial Future - Register Today!
After five days of expert-led sessions, in-depth market analysis, and proven investment strategies, you’ll leave the 2024 Collier & Associates Advanced Investment Webinar equipped with the tools and knowledge to make smarter, more profitable decisions. Whether you’re fine-tuning an existing portfolio or exploring new investment opportunities, this is your chance to learn from the best—and gain the confidence to grow your wealth long-term.
Join us live to participate in our interactive Q&A sessions. Recordings will be available after the full series concludes.
All webinar purchases are subject to our terms and conditions for our virtual events.
EARLY BIRD: Register by 11/9 and get $100 off!
DISCOUNT WILL BE AUTOMATICALLY APPLIED AT CHECKOUT
Additional Questions? Contact Us At (216) 765-1199
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
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 8.55 continuing education credits.
