Young Doctors Seminar - "First Decade Docs"
Nashville, TN
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.
April 26, 2025
Essential Information
Topics Covered
- 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
Learning Objectives
- 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.
Seminar Schedule
April 26, 2025 | 8:30-5:30pm + Q&A to Follow
Please arrive at the meeting room between 8:15 AM and 8:30 AM on Saturday, April 26, to sign in and receive course materials. Outlines will be used as a guide to the course. Seminar attendees will enjoy coffee and refreshments in the meeting room after sign-in. There will also be a stretch break and snacks during the afternoon portion of our seminar. Room rates for this hotel 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.
For complete candidness, tape recorders will not be allowed.
Venue + Accommodations
Kimpton Aertson Hotel
Kimpton Aertson Hotel is a stylish urban retreat nestled in the heart of Midtown, offering a perfect blend of modern luxury and southern hospitality. The hotel provides a refined base for exploring Nashville with contemporary accommodations, a rooftop bar with panoramic city views, and on-site dining at Mimo. Guests can also enjoy a state-of-the-art fitness center and indulge in spa services for ultimate relaxation.
NEAREST AIRPORT: Nashville Airport (BNA)
Local Attractions:
- Visit Broadway Street for live music and honky-tonks
- Discover the rich history of Music Row, just steps away
- Savor Southern cuisine at top local restaurants
- Tour the Country Music Hall of Fame and Museum
- Experience Nashville’s arts scene with galleries and theaters
Room Rates
$309 / Night + Tax
Meet the 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.
Seminar Registration
After registering for the seminar, you will receive a booking link via email to reserve your accommodations in our discounted room block. If you have any questions, please call our office at (216) 765-1199.
Doctor Only
EARLY BIRD PRICING ENDS 2/25/2025
$755
Doctor & Spouse
EARLY BIRD PRICING ENDS 2/25/2025
$815
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.
Course Information
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!
Protect Your Trip with Travel Insurance
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
Media Policy & Disclosure
At Collier & Associates, Inc. (also referred to as C&A), we believe that using photos of attendees of all ages in our print and web publications fosters a greater sense of belonging and community. We use photos to enhance the quality of our print materials, newsletters, website, social media, and other publicity.
As a participant in C&A seminars, you have a right to opt-out of inclusion in photographs/media, but unless a “Media Opt-Out Release” is signed and on file at the C&A office with a referenced image of the person opting out, participation in C&A activities implies permission for the use of media taken at our events.
C&A will never post images with identifying information such as email address, address, or family members’ names. No special compensation is provided to any individual included in media taken at C&A seminars. C&A does not contact individuals to notify them if or when their images are used.
Individuals who have submitted a completed “Media Opt-Out Release” form should make reasonable efforts to alert photographers and videographers in their vicinity taking pictures so that they are not accidentally captured in crowd shots.
This opt-out form does not apply to photos that might be taken and used by others who attend our seminars.
Complete and return this form to the office of Collier & Associates, Inc. ONLY if you do NOT permit us to use your photo, audio, or video in C&A publications or publicity, including printings, social media, or the website. A current photo of the individual MUST accompany this opt-out.
Terms & Conditions
These Terms of Use constitute a legally binding agreement made between you, whether personally or on behalf of an entity (“you”) and Collier & Associates, Inc (“Company“, “we”, “us”, or “our”), concerning your access to and use of the collieradvisors.com website as well as any existing or future subdomains; other media form, media channel, mobile website or mobile application related, linked, or otherwise connected thereto (collectively, the “Site”). You agree that by accessing the Site, you have read, understood, and agreed to be bound by all of these Terms of Use. IF YOU DO NOT AGREE WITH ALL OF THESE TERMS OF USE, THEN YOU ARE EXPRESSLY PROHIBITED FROM USING THE SITE AND YOU MUST DISCONTINUE USE IMMEDIATELY.
