Webinar

Taking Charge of Your Financial Planning – With Particular Focus on the Younger Dentist

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This course will teach the basics of financial planning – from learning how to estimate how much it will take to one day retire, how much will need to be saved each year to get you there, and last but not least, how to actually do it!  These are the things you’d typically pay a financial planner thousands to do for you, and then a portfolio manager much more over time.  Investing is often made to seem difficult, but it doesn’t have to be.  These are skills that anyone (who is interested) can learn and apply themselves. 

Brandon will pay particular attention to younger doctors, including huge student debt (a big negative) and their longer runway before retirement (an enormous positive).  We will discuss whether student debt should be prepaid and how to do it (and how the federal income-driven repayment plans work).  In addition, Brandon will address the different options for retirement savings depending on whether you are or are becoming a practice owner or will work primarily in the corporate/DSO setting.

Learning Objectives:

• Understand the basics of personal financial planning
• Understand what different investments are, how they work, and when is the right time to invest in them
• Understand the different investment vehicles that may or may not be available to you and when and how to take advantage of their powerful tax benefits

About the Presenter: 

Brandon Collier, JD is President of Collier & Associates, Inc., managing partner and practicing attorney of the law firm Collier & Associates Co., L.P.A. Collier & Associates is a 51-year-old firm specializing in representing dentists with practice transitions and providing objective, unbiased advice regarding the business aspects of their practices, law, taxes, insurance, investing and how to live a good life. He is the Editor of the twice-monthly Collier & Associates Newsletter, which for half a century has been providing topical advice and practical ideas to doctors to help them become and retire wealthy. He also conducts Collier & Associates' popular doctor seminars at top destinations throughout the country, focusing on practice transitions, advanced investing (nothing is sold or promoted, the focus is solely on teaching), and aggressive tax and business planning. Mr. Collier oversees the Collier retirement plan division, which designs and prepares profit sharing, 401(k), and defined benefit plans for hundreds of practices throughout the country.