Dr. Anderson has learned from the best investors of our time, including Warren Buffet. Kevin 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 went on to be 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. Kevin continues to reside in San Diego with his wife and two children, where he founded and manages the Anderson Investment Fund, LP, a private long only equity fund for high net worth individuals, corporations and retirement plans.
This one day “Financial Boot Camp” is a short, intense course of training that will cover financial ratios over a dentist’s career, where you need to be at each stage, dental practice overhead and strategies for successful retirement.
• Learn how to focus your dental practice for maximum financial rewards
• Learn how to use unifying theory to achieve financial success in reaching “Your Number”
• Learn about the power of compounding and how to exploit it
• Learn the efficient market theory/modern portfolio theory and why it is used in the financial industry to take your money
• Learn how to use proper temperament, psychology and behavioral finance to greater wealth creation
• Learn how to use simple portfolio design to amass wealth
7 hours of lecture credit may be used towards FAGD, MAGD or re-licensure for dentists and hygienists.
Friday, April 26, 2019
8:00—8:30 Registration
8:30—12:00 Lecture
12:00—1:00 Lunch
1:00—4:30 Lecture
Radisson Hotel & Convention Center
200 S. Bell School Rd.
Rockford, Illinois 61108
(815)226-2100
Return the completed form with your check payable to Northern Illinois Academy of General Dentistry to :
Stephen Petras, DMD, MAGD, FICOI
120 W. Front Avenue
Stockton, IL 61085
REGISTRATION FORM:
AGD Member Non-AGD Member
Dentist or first person- $275 $325
From office:
First additional staff/Hygienist $100
Each additional staff member $50
Total Number Attending ___________________
Amount Enclosed _________________________
Total number of vegetarian lunches required_____
Signature ________________________________
Please Print:
Name: ______________________________________
AGD No. _______________________________
Name: ______________________________________
AGD No. _______________________________
Address: _____________________________
City, State, Zip: _______________________________
Office Phone: _________________________________
Fax No: _____________________________________
E-Mail Address: ______________________________
To pay with credit card contact Jamie at 815-541-3795
Refund Policy: Full tuition refund is available without penalty up to one week prior to scheduled course.
Financial Independence Boot Camp Brochure
For information contact:
Stephen Petras, DMD,MAGD, FICOI
Phone: (815) 947-3700
Fax: (815) 947-9058
E-mail: [email protected] OR [email protected]
________________________________________
ACKNOWLEDGEMENT
Presenting a program of this nature is a group effort, and would not be possible without the assistance of many individuals and
companies. A complete listing of contributing companies will be available at the program site.