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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

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*Registration begins at 7:30 am

*Continental Breakfast & lunch will be served

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Location*:

Santa Clara County Dental Society

1485 Park Ave

San Jose, CA 95126

CE Credit:

6.0 Units Live 

AGD Course Code: 550  Lecture

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*This course is not offered through SCCDS

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Tuition:

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

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

Non-AGD Member: $670

Staff:  $199

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Course Overview:

       Need new       There is no better time to add to your investing knowledge and also make sure you have a healthy practice to weather the current economy. Dr. Anderson will provide attendees tools for successful investing and discuss how to maximize financial potential from your practice. In addition, learn the skills that will change the outlook of your portfolio and get you closer to retirement! 

Learning Objectives:

  • Need new

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  • Learn what an ideal overhead practice looks like and the tools of how to earn the maximum financial potential from your practice. Additionally, determine what personal insurance coverage to have and discuss ideal savings rates along with debt reduction fundamentals.

  • Leave with an action plan to get your financial life in order, thoroughly detail a road map of where you should be at varying points of your career, and learn the ins and outs of compounding investments and putting yourself in the best possible position to secure a financially sound retirement. 

  • Leave knowing the amount of savings needed in your portfolio to consider retiring, discuss behavioral temperament with investments to provide dentist-investors peace of mind, and address how much can be safely withdrawn from a portfolio to ensure that it will last the course

  • Understand where to hold the investments for maxim tax avoidance and the best possible conservative growth.

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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