February 10, 2027 - Brandon Collier

*Completing this course qualifies for 1.5 CEUs*

Brandon

Managing an Office and a Portfolio: A Dentist's Guide to Saving, Investing, and Retiring on Your Terms

Most dentists are excellent clinicians but more questionable investors, not because they lack
intelligence, but because nobody ever taught them the framework. This 90-minute webinar cuts through
the noise of financial media, product pitches, and social-media speculation to give you a clear, honest

picture of how long-term wealth is built.

We'll cover the real differences between long-term equity investing, bond allocation, and speculative
assets like gold and Bitcoin, and where each one legitimately fits (or doesn't in a retirement plan.  We'll
also address how to think about saving inside qualified retirement accounts (IRAs, 401(k), cash balance

plans) versus outside them.

Learning Objectives:

  • Distinguish between investing and speculation 
  • Calculate a personal retirement savings target 
  • Build an age-appropriate asset allocation 
  • Compare qualified vs. non-qualified savings vehicles