APR. 29, 2023


AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture




APRIL 29, 2023


AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture


At our C&A seminars, Brandon lectures extensively on issues affecting the business side of a practice. He has become a leading authority on private practice transitions, proactive steps to take before a practice sale/purchase, strategies for maximizing your practice’s profitability and minimizing your tax burden, investing for retirement and much, much more. We do not sell any products at these seminars - only knowledge and insight.  

Many of our clients are repeat seminar attendees, and excited to take our courses year after year. We still haven’t figured out if it’s because of the destinations we choose or the education they receive. Either way, by registering for one of the classes below, you are guaranteed to learn a lot while having a good time.  

We are in constant contact with the hotels and are only presenting meetings in locations that are aggressively and conscientiously setting up safe environments. 


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



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

CE Planning Committee
Members of the CE planning committee have no relevant financial relationships to disclose.


Kimpton George Hotel

April is a perfect month to visit Washington D.C. Perfumed with the famous cherry blossoms, and sunny but cool, there is no better time to tour our capital. Visitors enjoy the National Mall, and the nearby Lincoln Memorial, Washington Monument and Jefferson Memorial (just to name a few). The 21 Smithsonian museums and National Zoo cover all artistic and historic tastes. The National Archive displays the original Declaration of Independence, Constitution and Bill of Rights and the Magna Carta. There are great hop on/hop off style tours, self-guided tours, and terrific docent-led walking tours.

With an international restaurant and pub scene, beautiful walking and shopping neighborhoods like trendy Georgetown and old town Alexandria, and world class concerts and plays, Washington D.C. offers visitors a first rate exciting and cultural stay!

D.C. is the perfect getaway for couples or families. It offers a huge array of historic and fun activities, and Spring is the most delightful time to visit. Enjoy The White House, Smithsonian Institution, Lincoln Memorial, Arlington Cemetery, Capitol Hill, U.S. Supreme Court and more. Many locations (like the free National Zoo) have kid-friendly, interactive exhibits. For premier local art and pastries, visit the Eastern Market. Visitors enjoy taking a cruise along the scenic Potomac River. During the weekend we’re there, Les Misérables and Aladdin will also be performed at the Kennedy Center Opera House and National Theatre, respectively.

Our group rate at the trendy Kimpton George Hotel is $259 (with a waived guest amenity fee, valued at $25.00 + tax per room, per night).

Unique, complimentary hotel amenities include: in-room yoga mats, PUBLIC bikes for exploring the city, and a nightly hosted wine hour from 5-6 PM.


Meeting Date:
Apr. 29, 2023

Please arrive at the meeting room between 8:00 a.m. and 8:30 a.m. on Saturday, April 29, 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.


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.


  • 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!


If you have any questions, please call 216-765-1199 for more information.

Promo Code: earlybird50

EARLY BIRD SPECIAL IF RESERVED BY FEB. 28, 2023: Doctor Only: $655 | Doctor & Spouse: $710

AFTER EARLY BIRD PRICING: Doctor Only: $705 | Doctor & Spouse: $760


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, 2020 - September 30, 2024
Provider ID #209852

race logo
ADA_CERP_Logo_RGB (official)

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.

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!

C&A has partnered with Travel Guard and CSA Travel Protection (Generali) so that our Attendees can feel secure while traveling. Select your choice of coverage below by clicking one of the graphic links to obtain coverage information and build your quote.

Please note that Collier & Associates, Inc and staff are NOT licensed agents and cannot answer any policy questions. Our firm is only authorized to sell Travel Guard (AIG) products. Travel guard agents should address all policy questions. Thank you!

Please note that Collier & Associates, Inc., and staff are limited in answering any policy questions. Our firm is an authorized partner with CSA Travel Protection (Generali) and able to offer their travel insurance products. We can (limitedly) address questions online vs. the phone due to coordinating questions with our CSA travel partners. Thank you!

Have a friend or colleague who you think will enjoy this seminar?
Invite them to join us!

Talk to Collier & Associates Today

(216) 765-1199

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