Retired Doctors Seminar 2026

Retired Doctors Seminar is organized by Collier & Associates Inc. and will be held on Nov 06, 2026 at Omni Amelia Island Resort & Spa, Fernandina Beach, 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.

Learning Objectives:
After attending this seminar, attendees will be able to:

• Effectively communicate with a financial advisor (if applicable).
• Understand structured withdrawal strategies.
• Establish a solid foundation in estate planning.
• Evaluate long-term insurance plans.