Young Doctors Seminar - "First Decade Docs"
Nashville, TN
AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture
OUTLINE
This seminar is designed to help dentists in their first ten years of practice build a strong financial foundation and make smart decisions as they grow in their careers. From maximizing tax deduction strategies and selecting (and funding) the right retirement plans, to boosting practice profits and offering competitive employee benefits, this course provides the essential knowledge needed to thrive, whether you're an associate or practice owner. By the end, you’ll be equipped to confidently manage your personal and business finances, make informed decisions about investments and insurance, and set yourself up for long-term financial success.
Some of the topics covered at this seminar are:
- Aggressive but legal tax-saving strategies that you can use as an owner or associate
- Understanding the various retirement plan and IRA options and which combinations work best at different stages of a career
- Strategies for building the practice and boosting profits
- Insurance... what you need and what you don't (life, disability, liability, office, cyber security, and more)
- How to offer employee benefits that are most appreciated, including an emphasis on health care reimbursements and HSAs
- Financial planning - saving, investing, and paying down debt; understanding stocks, bonds, mutual funds, and other asset classes to build a successful retirement portfolio
Upon completing this course, the attendee will be able to:
- Apply tax-saving strategies as an associate or practice owner
- Better understand and implement profit-building strategies
- Understand how to select the most appreciate insurance options available to you
- Better understand and implement employee benefits packages
- Deploy financial strategies for you and your practice or communicate and understand your advisors better.
HOTEL/RESORT
Kimpton Aertson Hotel
Embark on a vibrant journey through the heart of Tennessee. From exploring the legendary honky-tonks of Broadway Street to indulging in mouthwatering Southern cuisine, you can get a taste of Nashville's rich culture and lively atmosphere. The Aertson Hotel is located in Midtown, home of Music Row, and is just minutes from Downtown. With guided tours of historic landmarks, live music experiences, and opportunities to immerse yourself in the city's renowned hospitality, you'll discover why Nashville truly stands out as the ultimate southern gem.
Room rates of $309 (plus taxes) per night include a complimentary social hour from 5-6 pm in the Living Room each night and complimentary coffee & tea in the Living Room from 6-10 am each morning.
SCHEDULE
Meeting Date:
Apr. 26, 2025
Please arrive at the meeting room between 8:00 a.m. and 8:30 a.m. on Saturday, April 26, to sign in and receive course materials. The lecture will be held from 8:30 a.m. to 5:00 p.m. on Saturday with question and answer periods before and after the meeting. Outlines will be used as a guide to the course.
It would be useful to have a list of specific questions ready, but we will cover the most commonly asked ones in detail during the seminar as well. All course material will be provided while checking in on the first day. For complete candidness, tape recorders will not be allowed at the program.
REGISTRATION
Early Bird pricing is valid only till 60 days prior to the event. To receive Early Bird pricing, use promotion code earlybird50 at checkout.
- Regular pricing is valid if registering within 60 days of the event.
- At the Door pricing is applicable if registering on the day of the event.
- Attendance at the programs is limited to doctors and their spouses, and key office staff members, except by special permission.
SEMINAR ATTENDEE BONUSES
- Returning doctors who bring a new attendee will each get 10% off the seminar registration fee if registering together.
- Bigger Bonus for doctors who have attended 3 seminars in the last 5 years and bring a new dentist or veterinarian colleague, your registration is a gift from us—up to a $1500 value!
SPEAKER
Brandon Collier
Brandon is an expert attorney who specializes in representing the dental profession. He has headed the 50-year firm since 2010. As President of Collier & Associates, he is a nationally renowned expert in representing doctors in all phases of practice transitions. He writes the popular Collier & Associates Advantage Newsletter and lectures extensively at his own seminars and on behalf of many professional organizations. Brandon holds a bachelor's degree from the University of Pennsylvania, cum laude, a Juris Doctor Degree from Case Western Reserve University School of Law, and a Master's Degree in Taxation from the New York University School of Law.
Financial Disclosure: Brandon is the President of Collier & Assosciates, Inc. and a Partner in Collier & Associates Co., L.P.A
Seminar Registration
Promo Code: earlybird50
EARLY BIRD SPECIAL IF RESERVED BY FEB. 25, 2025: Doctor Only: $755 | Doctor & Spouse: $815
AFTER EARLY BIRD PRICING: Doctor Only: $805 | Doctor & Spouse: $865
If you have any questions, please call 216-765-1199 for more information.
Collier & Associates, Inc.
Nationally Approved PACE Program Provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
October 1, 2024 - September 30, 2028
Provider ID #209852
Collier and Associates, Inc. is an ADA CERP Recognized Provider.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
Collier and Associates, Inc. designates this activity for 8 continuing education credits.
CANCELLATION POLICY:
We understand that emergencies arise. If you can't make it to a seminar, please inform us in writing at least 30 days before the scheduled event date. The full registration fee (minus a $50.00 processing fee) will be refunded if we are notified in writing of the cancellation at least 30 days prior to the scheduled event date. No refunds are possible after this timeframe. For cancellation within 30 days, a credit will be provided towards a future seminar for medical emergencies only. Account credits must be used within one year of the issue date.
* Collier & Associates, Inc. is not responsible for reimbursement of any registrant's expenses related to a cancelled or postponed seminars. Understanding the cancellation policy for contracted hotels is the responsibility of the attendee.
As a courtesy, C&A would very much appreciate your informing us as soon as possible of any cancellations intended so that we can alert those who are on waiting lists, which allows them time to schedule their flights. Thank you for your cooperation!
Travel Insurance Options
C&A has partnered with Travel Guard and CSA Travel Protection (Generali) to help attendees feel secure while traveling. Click on an image below to obtain coverage information and build your quote.
Please note that while Collier & Associates, Inc. is authorized to sell Travel Guard (AIG) and CSA products, our staff are NOT licensed agents and cannot answer any policy questions. Only Travel Guard or CSA agents should address all policy questions. Thank you!
Travel Guard Customer Service Line: 800-927-4357
CSA Customer Service Line: 800-348-9505