Retired Doctors
Monterey, CA
AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture
OUTLINE
Tailored for doctors nearing or in retirement, this seminar focuses on the financial and lifestyle challenges unique to dental professionals in their later years. Drawing on decades of experience in retirement planning for doctors, we explore strategies to optimize investments, determine the right asset allocation, balance Roth vs. traditional IRAs, protect assets from creditors, employ gifting strategies for heirs and charities, manage Medicare costs, decide when to claim Social Security, understand long-term care insurance options, and enhance your quality of life post-practice. By the end, you’ll be equipped with practical knowledge to maximize your investment portfolio, protect your financial legacy, and enjoy your well-earned retirement.
Course Outline:
- When is the right time to retire?
- Tax deductions in retirement
- Investing in retirement – blending income, security, and growth
- Asset allocation – traditional rules of thumb vs. the basket approach
- Living off our investments – which accounts to spend down first
- Annuities – why they should be avoided
- Roth IRA planning
- Asset protection
- Estate and gift planning from the basics to the more complex
- Tax-savvy charitable giving
- Navigating traditional Medicare, Medicare Advantage and Social Security
- Is long-term care insurance really needed?
- Ways to simplify life in retirement
Upon completing this course, the attendee will be able to:
- Effectively communicate with you financial advisor (if applicable)
- Understand structured withdrawal strategies
- Have a better understanding of setting up estate planning
- Evaluate long term insurance plans
HOTEL/RESORT
Monterey Plaza Hotel & Spa
Monterey Plaza Hotel & Spa is a luxurious hotel that traces its roots to the early 1900s, when the historic House of the Waves estate graced the same idyllic shoreline. Today, as the grand dame of the bay, Monterey Plaza provides guests with classic, coastal hospitality. From accommodations to entertainment, cuisine and service, Monterey Plaza is a terrific choice. We have held many seminars at this lovely property and have always been completely pleased.
Conjuring up images of crashing surf, charming seaside shops and restaurants and, of course, the legendary Monterey Aquarium, Monterey Bay has a classic, enduring appeal. It is home to some of the world’s most spectacular coastline, scenic hiking, driving routes, glorious wine growing valleys, outstanding shopping, and pristine golf courses at Pebble Beach – there are tons of things to do in Monterey. Monterey Plaza is also adjacent to the historic site of Cannery Row, abundant with specialty shops and galleries, along with over 25 restaurants and attractions.
See hotel info through the link below. NOTE: SEMINAR GUESTS ARE REQUIRED TO STAY IN OUR ROOM BLOCK. YOU WILL RECEIVE A BOOKING LINK FROM US AFTER REGISTERING.
https://montereyplazahotel.com/
Monterey’s Great Drives - Head out for a day of wine tasting in Monterey’s Wine Country, home to over 85 vintners and growers. Explore the incredibly scenic ride along 17-Mile Drive, lauded for its magnificent scenery. And no trip to California’s central coast is complete without a sojourn to charming Carmel-by-the-Sea, or a visit to Big Sur, known for its epic scenery.
Monterey Bay Aquarium - The Monterey Bay Aquarium is consistently ranked #1 in the United States for its innovative exhibits and unsurpassed visitor experience. With a mission to inspire conservation of the oceans, the aquarium is a stunning showcase for the habitats and sea life of one of the world’s richest marine regions.
Golf - The Monterey Peninsula is ranked the number-one golf destination in the world by Golf Digest Magazine.
Hiking - With a seemingly endless variety of landscapes, and numerous state and regional parks, Monterey County is ideal for hikers. Enjoy Point Lobos and Jacks Peak parks for gorgeous scenery and animal life.
Biking - Bicyclists adore Monterey Bay, with miles and miles of bike lanes, waterfront trails and off-road tracks. The popular Monterey Bay Coastal Recreational Trail, stretches 18 miles from Castroville to Pacific Grove.
Hotel Amenities:
- Courtesy BMW X7 Transportation available on a first come, first serve basis
- Hi-speed wireless internet
- Family friendly outdoor Terrace with two hot tubs
- Fitness Center open from 6am - 8pm daily
- Rooftop Spa Deck with two hot tubs overlooking Monterey Bay, must be age 18+
- Fiber-optic Internet access throughout the hotel
- Unlimited access to Pressreader providing access to 3,500+ newspapers and 3,500+ magazine titles
- Coastal Curators Service
- Complimentary bicycles
- Same-day dry cleaning service
- Electric Vehicle (EV) charging available for $20 plus applicable tax nightly, subject to change
- On-site Gift Shop for purchasing souvenirs
Room rates of:
November 4-6: $280 + tax per night
November 6-8: $300 + tax per night
November 8-10: $380 + tax per night
November 10-13: $300 + tax per night
SCHEDULE
Meeting Dates:
Nov. 8-9, 2024
Please arrive at the meeting room about 15 to 30 minutes before start time on Friday, Nov. 8, to sign in and receive course materials. The lecture will be held from 1:30 p.m. to 5:30 p.m. on Friday and resume on Saturday, Nov. 9, from 8:30 a.m. to 12:30 p.m. with question and answer periods before and after the meeting. Outlines will be used as a guide to the course.
It would be useful to have a list of specific questions ready, but we will cover the most commonly asked ones in detail during the seminar as well. All course material will be provided while checking in on the first day. For complete candidness, tape recorders will not be allowed at the program.
REGISTRATION
Early Bird pricing is valid only till 60 days prior to the event. To receive Early Bird pricing, use promotion code earlybird50 at checkout.
- Regular pricing is valid if registering within 60 days of the event.
- At the Door pricing is applicable if registering on the day of the event.
- Attendance at the programs is limited to doctors and their spouses, and key office staff members, except by special permission.
SEMINAR ATTENDEE BONUSES
- Returning doctors who bring a new attendee will each get 10% off the seminar registration fee if registering together.
- Bigger Bonus for doctors who have attended 3 seminars in the last 5 years and bring a new dentist or veterinarian colleague, your registration is a gift from us—up to a $1500 value!
NOTE: Discounted offers do not stack. Only one bonus or discount can be applied per transactional order. Thank you!
SPEAKER
Brandon S Collier
Brandon is an expert attorney who specializes in representing the dental profession. He has headed the 50-year firm since 2010. As President of Collier & Associates, he is a nationally renowned expert in representing doctors in all phases of practice transitions. He writes the popular Collier & Associates Advantage Newsletter and lectures extensively at his own seminars and on behalf of many professional organizations. Brandon holds a bachelor's degree from the University of Pennsylvania, cum laude, a Juris Doctor Degree from Case Western Reserve University School of Law, and a Master's Degree in Taxation from the New York University School of Law.
Financial Disclosure: Brandon is the President of Collier & Assosciates, Inc. and a Partner in Collier & Associates Co., L.P.A
Seminar Registration
Promo Code: earlybird50
EARLY BIRD SPECIAL IF RESERVED BY SEPT. 9, 2024: Doctor Only: $1040 | Doctor & Spouse: $1165
AFTER EARLY BIRD PRICING: Doctor Only: $1090 | Doctor & Spouse: $1215
If you have any questions, please call 216-765-1199 for more information.
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 continuing education credits.
CANCELLATION POLICY:
We understand that emergencies arise. If you can't make it to a seminar, please inform us in writing at least 30 days before the scheduled event date. The full registration fee (minus a $50.00 processing fee) will be refunded if we are notified in writing of the cancellation at least 30 days prior to the scheduled event date. No refunds are possible after this timeframe. For cancellation within 30 days, a credit will be provided towards a future seminar for medical emergencies only. Account credits must be used within one year of the issue date.
* Collier & Associates, Inc. is not responsible for reimbursement of any registrant's expenses related to a cancelled or postponed seminars. Understanding the cancellation policy for contracted hotels is the responsibility of the attendee.
As a courtesy, C&A would very much appreciate your informing us as soon as possible of any cancellations intended so that we can alert those who are on waiting lists, which allows them time to schedule their flights. Thank you for your cooperation!
Travel Insurance Options
C&A has partnered with Travel Guard and CSA Travel Protection (Generali) to help attendees feel secure while traveling. Click on an image below to obtain coverage information and build your quote.
Please note that while Collier & Associates, Inc. is authorized to sell Travel Guard (AIG) and CSA products, our staff are NOT licensed agents and cannot answer any policy questions. Only Travel Guard or CSA agents should address all policy questions. Thank you!
Travel Guard Customer Service Line: 800-927-4357
CSA Customer Service Line: 800-348-9505