Retired Doctors
Fort Lauderdale, FL
AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture
OUTLINE
Tailored for doctors nearing or in retirement, this seminar focuses on the financial and lifestyle challenges unique to dental professionals in their later years. Drawing on decades of experience in retirement planning for doctors, we explore strategies to optimize investments, determine the right asset allocation, balance Roth vs. traditional IRAs, protect assets from creditors, employ gifting strategies for heirs and charities, manage Medicare costs, decide when to claim Social Security, understand long-term care insurance options, and enhance your quality of life post-practice. By the end, you’ll be equipped with practical knowledge to maximize your investment portfolio, protect your financial legacy, and enjoy your well-earned retirement.
Course Outline:
- When is the right time to retire?
- Tax deductions in retirement
- Investing in retirement – blending income, security, and growth
- Asset allocation – traditional rules of thumb vs. the basket approach
- Living off our investments – which accounts to spend down first
- Annuities – why they should be avoided
- Roth IRA planning
- Asset protection
- Estate and gift planning from the basics to the more complex
- Tax-savvy charitable giving
- Navigating traditional Medicare, Medicare Advantage and Social Security
- Is long-term care insurance really needed?
- Ways to simplify life in retirement
Upon completing this course, the attendee will be able to:
- Effectively communicate with you financial advisor (if applicable)
- Understand structured withdrawal strategies
- Have a better understanding of setting up estate planning
- Evaluate long term insurance plans
HOTEL/RESORT
Pelican Grand Beach Resort
This private-beachfront property boasts a zero-entry pool, lazy river tubing ride, spa, restaurant, lounge, ice cream emporium, and more!
Check the daily activity calendar for additional details: Fort Lauderdale event calendar and Things To Do (pelicanbeach.com).
Daily resort fee includes:
- Concierge and Business Center services available
- Access to Fitness Center
- Assorted beach games & activities available
- Lounge chairs, towels, and umbrellas for Pool & Beach
- $10 food & beverage credit/day to be used in OCEAN2000 outlets (restaurant, lounge, pool, and beach) *Based on select packages.
- 2 complimentary bottles of water upon arrival
- Robes & slippers available upon request
- Preferred Pricing for Beach Adventures, and Water Taxi (1 Complimentary Ticket per stay)
- 20% off the purchase of the plush Pelican mascot
- Priority Reservations at OCEAN2000 restaurant, PURE Spa, and Funky Fish Ocean Camp. *Based on availability
- Complimentary Transportation to popular destinations nearby
Room rates are $269 (plus taxes) per night.
NOTE: SEMINAR GUESTS ARE REQUIRED TO STAY IN OUR ROOM BLOCK. YOU WILL RECEIVE A BOOKING LINK FROM US AFTER REGISTERING.
SCHEDULE
Meeting Date:
November 7, 2025
Please arrive at the meeting room between 8:15 AM and 8:30 AM on Friday, November 7, to sign in and receive course materials. The lecture will be held from 8:30 AM to 5:30 PM on Friday with question-and-answer periods after the meeting. Outlines will be used as a guide to the course.
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!
NOTE: Discounted offers do not stack. Only one bonus or discount can be applied per transactional order. Thank you!
SPEAKER
Brandon S 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 SEPT. 8, 2025: Doctor Only: $1075 | Doctor & Spouse: $1205
AFTER EARLY BIRD PRICING: Doctor Only: $1125 | Doctor & Spouse: $1255
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