Summary:

Where: Patterson Dental Education Center
4030 Sorrento Valley Blvd.  San Diego, CA 9212

Speaker: Dr. Kevin Anderson, DDS

Tuition:
AGD Member: $495.00
Non-AGD Member: $670.00
Staff:  $199.00
Students: $25.00

CE: 6 (Lecture)
AGD Course Code: 550  Lecture

Dr. Anderson recommends all participants to purchase “The Little Book of Common Sense Investing” by John C. Bogle.  

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.

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.

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.

Registration:

By registering and attending this event you are giving permission to be in a photograph/video of the event unless you ask not to. Click here for the full details of our photo/video policy.