Speaker Information

Mr. Brandon Collier
Cleveland, OH
Financial Planning & Investments/Practice Transitions


Taking Control of Your Financial Planning and Investing

The “secrets” for getting it right are straightforward – save something every year, invest simply and sanely and avoid the big mistakes that lose capital and take to make up. Investing doesn’t have to be complicated, but it’s made to look that way by the advisors who charge a fee to manage their clients’ portfolios. This lecture will teach doctors how to do their own financial planning and introduce them to investments (i.e., stocks, bonds, mutual funds, etc.) to allow them to take back control-- or at the very least to be able to measure how their advisors are doing.



Date/Time: 3/19/2020   9:00 AM - 12:00 PM
Type: Registered
Audience: Dentists, Spouses