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Investing 101: Getting Started on Portfolio Success, You Can't Help But Get Rich

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Speaker:

Dr. Kevin Anderson, DDS

Date and Time:

Saturday August 10, 2024

8 am- 3 pm PST

*Registration begins at 7:30 am

*Continental Breakfast & lunch will be served

Location*:

Santa Clara County Dental Society

1485 Park Ave

San Jose, CA 95126

CE Credit:

6.0 Units Live 

AGD Course Code: 550  Lecture

*This course is not offered through SCCDS

Tuition:

Early Bird AGD Member (Register before 6/30/2024): $445

AGD Member (Register after 6/30/2024): $495

Non-AGD Member: $670

Staff:  $199

Students: $25

(We will confirm dental student status with the schools)

 

Dr. Anderson recommends all participants to purchase "The Little Book of Common Sense Investing" by John C. Bogle.  Can be found on Amazon.

 

Course Overview:

Now is the time to add to your investing knowledge to get you comfortably to retirement. Attendees will be provided with the successful latticework of traits required to maximize their financial potential with the least amount of risk. Guidance and direction will be provided that can be immediately put to work to improve an attendee’s financial long-term well-being.

Learning Objectives:

- (With a heavy emphasis on) Where to hold investments for a time-proven winning strategy at the lowest cost with maximum tax avoidance and minimal required investor time. This strategy is, in itself, worth your time and money to attend this course!

- If you should self-manage your funds and financial plan or hire an advisor

- Other topics covered include: Behavioral temperament required for peace-of-mind long-term portfolio success, Practice Overhead, Insurances, Tax Considerations, Savings Rates & Age Benchmarks of Savings.

- Amount of portfolio savings required for retirement & safe portfolio withdrawal rates. Willing, Preservation and Family Wealth Transfer.

About the Speaker:

Dr. Kevin Anderson has learned from the best investors of our time, including Warren Buffet. Dr. Anderson graduated from the University of the Pacific Arthur A Dugoni School of Dentistry, completed a GPR at USC and then practiced dentistry in San Diego for 19 years. His personal investment success allowed him to retire from dentistry at the age of 43. He became Treasurer of the National Academy of General Dentistry, where he dramatically turned around the fortunes of the AGD portfolio, increasing the Academy’s reserves from $2.2 million to $6.4 million in two years, ultimately putting the AGD in the position of purchasing its own building in downtown Chicago.

NorCalAGD Cancellation and Refund Policy:

Registrations are subject to a $50 non-refundable processing fee. Cancellations made by email seven days prior to the course date will receive a full refund less the $50 processing fee. Cancellations made within the week prior to the course date will receive a 50% refund  less the $50 processing fee. Transfer of a registration to another name will be considered by email request through date of registration. 

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The Northern California AGD is designated as an Approved PACE Program Provider by the Academy of General Dentistry. The formal continuing education programs of this program provider are accepted by the AGD for Fellowship/Mastership and membership maintenance credit. Approval does not imply acceptance by state of provincial boards of dentistry or AGD endorsement. The current term of approval extends from (8/1/2021) to (7/31/2025).

Provider ID# 219198

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