The Ritz-Carlton
The Ritz-Carlton, At Water Tower Place, 160 E Pearson St, Chicago, IL 60611, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Fri Dec 10 CST - Sat Dec 11 CST (12 months ago)
In your timezone (EST): Fri Dec 10 1:00am - Sat Dec 11 1:00am
Location The Ritz-Carlton
At Water Tower Place, 160 E Pearson St, Chicago, IL 60611, USA
Region Americas

This seminar is for those who wish to learn how to manage their own retirement portfolio, to communicate more effectively with their financial advisors, and retire wealthy. The goals are simple - to conduct a tax-deductible seminar at a delightful site, for a modest cost, and have the doctor and spouse learn enough to more than pay for the trip.

This seminar will focus on:
• The straight forward, three common-sense steps that make doctor families wealthy.
• How to select great companies to invest in for the long-term.
• How to tell when the great company's stock price is right to purchase. Even a great company will not be a good investment if we overpay for it.
• A simple method for diversifying through mutual funds.
• Bonds - What makes the most sense in the current market environment. We'll consider Treasury bonds, municipal bonds, corporate bonds, inflation-protected bonds, laddered portfolios, mutual funds, etc.


2021 Speakers

Brandon S. Collier
President, Collier & Associates, Inc.


Brian Chait
Portfolio Manager

Marilyn Cohen
Securities Analyst at William O’neal & Co.

Sponsors & Partners

2021 Partners

• CSA Travel Protection
• PACE Academy of General Dentistry