Young Doctors Seminar - "First Decade Docs"
Charleston, SC
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 10, 2027
Course 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
After attending this seminar, attendees will be able to:
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- Apply tax-saving strategies as an associate or practice owner.
- Understand and implement profit-building strategies.
- Select the most appropriate insurance options for their needs.
- Develop and implement effective employee benefits packages.
- Utilize financial strategies for themselves and their practice or communicate more effectively with their advisors.
Seminar Schedule
April 10, 2027 | 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 10, to sign in and receive course materials. Outlines will be used as a guide to the course. Seminar attendees will enjoy coffee and light breakfast in the meeting room after sign-in. There will also be a stretch break and snacks during the afternoon portion of our seminar.
For complete candidness, tape recorders will not be allowed.
Venue + Accommodations
Courtyard Charleston Historic District
Courtyard by Marriott Charleston Historic District is a modern downtown Charleston hotel, perfectly located on the corner of Meeting and Calhoun Streets in the heart of the Historic District. Guests enjoy sleek accommodations with plush bedding, free WiFi, and work-friendly desks. The hotel features an inviting outdoor pool, a 24-hour fitness center, and The Bistro restaurant & bar for both casual meals and evening drinks. Its prime location gives you immediate access to Charleston’s rich history, culinary delights, and vibrant shopping scene—making it an ideal hub for your seminar stay.
NEAREST AIRPORT: Charleston International Airport (CHS)
We’ve arranged a discounted room block for our attendees. Rooms are limited and may sell out, so we encourage booking early to ensure availability. Note: Seminar guests are required to stay in our room block. You will receive a booking link from us after registering.
Local Attractions:
• Browse the boutiques, art galleries and elegant local restaurants along King Street just steps away.
• Visit the neighboring Marion Square or the newly-opened Gaillard Center—both within walking distance.
• Explore Charleston’s historic homes, cobblestone streets and charming alleyways—this is the celebrated Lowcountry experience in full.
• Dine on Lowcountry cuisine—from seafood and southern comfort fare to innovative takes on classic dishes.
• Immerse yourself in Charleston’s waterfront and harbor views, perfect for getting out and exploring after the day’s sessions.
Group Room Rates
$339 / Night + Taxes
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.
Benefits For Loyal Members
- Returning doctors who bring a new attendee will each get 10% off the seminar registration fee if registering together.
- Doctors who have attended at least 3 seminars in the last 5 years AND bring a new attendee will have their next seminar registration fee waived – up to a $1,800 value
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 & Spouse
$975
Use Promo Code: EARLYBIRD50
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.
Essential Information
Cancellation Policy
We understand that unexpected events can arise. If you need to cancel your seminar registration, please notify us in writing at least 30 days prior to the scheduled event date.
30 or more days before the event: You will receive a full refund minus a $50 processing fee.
Less than 30 days before the event: No refunds or credits can be issued, as your attendance and related hotel arrangements will already have been confirmed.
Exception: In the case of a verified medical emergency, a credit toward a future seminar may be granted at Collier & Associates’ discretion. 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 seminar. Understanding the cancellation policy for contracted hotels is the responsibility of the attendee.
As a courtesy, we appreciate early notification of any cancellations so that we may offer your spot to another attendee.
Protect Your Trip with Travel Insurance
C&A has partnered with Travel Guard 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), our staff are NOT licensed agents and cannot answer any policy questions. Only Travel Guard should address all policy questions. Thank you!
Travel Guard Customer Service Line: 800-927-4357
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.