Retired Doctors Seminar

Retired Doctors Seminar is organized by Collier & Associates Inc. and will be held on Nov 07, 2025 at Pelican Grand Beach Resort, Fort Lauderdale, Florida, United States of America.

Description:
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