RETIRED DOCTORS SEMINAR
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.
- 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 newer basket approach
- Living off the 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
BRANDON S. COLLIER, J.D., LL.M.
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.
For more than 200 years, The Greenbrier has been a landmark of luxury. The West Virginia resort derives its splendor from the panoramic beauty of the Allegheny Mountains which surround the property. The exclusive services and amenities of The Greenbrier include four golf courses, an award-winning spa, the Casino Club, a 103,000 sq ft venue offering world-class gaming, live entertainment, international cuisines and designer boutiques.
Dining – The Greenbrier offers 18 unique restaurants, lounges and bars and each demonstrates superlative standards in the culinary arts.
Casino Club – The premier West Virginia casino combines high-roller thrills and high-class style.
The Bunker – This is a must-see experience. Carved deep into the mountainside beneath the West Virginia Wing is an emergency Cold War fallout shelter that played a vital role during the Cold War. Bunker tours provide a unique and in-depth look behind the hidden doors and let you explore an aspect of The Greenbrier that no other resort can claim.
Mineral Spa & MedSpa – The Greenbrier’s world-renowned mineral spa offers a variety of services designed to bring relaxation and comfort. Soak up the healing properties of the native sulphur waters.
Greenbrier Avenue & The Art Colony Shops – Take a stroll along the corridor and mezzanine level of the Casino Club at The Greenbrier and experience the best unique boutiques and skilled artisan work.
55 Indoor and Outdoor Activities – The Greenbrier offers something for guests of all ages and interests, such as: Golf, Canopy Tours, Horseback Riding, Whitewater Rafting, Glass Blowing, Tennis, Paintball, Fishing, Carriage Rides, Trap Shooting and much, much more.
Room rates of $375 per night + tax & $39 per night resort fee include: morning coffee service, afternoon tea, nightly movies in the theatre, historical tours and presentations (bunker tours excluded), on-property transportation, champagne toast in the casino club, culinary demonstrations, hiking trails, use of the resort fitness center (at tennis center or indoor pool), use of the resort’s indoor and outdoor pools, and entertainment provided by the Casino Club’s Beverage Entertainers.
TRANSPORTATION: COMMERCIAL FLIGHTS
Greenbrier Valley Airport (LWB), served by United Airlines, is
located only 15 minutes away from The Greenbrier. United offers
nonstop flights from Washington, D.C. (Dulles International
Airport, IAD) and Chicago O’Hare (ORD). To check flight
availability and rates, The Greenbrier recommends you use your
preferred travel search engine (Expedia, Travelocity, Kayak, etc.).
Other convenient airports are located in Roanoke, Virginia (ROA)
and Charleston, West Virginia (CRW) with service provided by
GREENBRIER VALLEY AIRPORT - LEWISBURG, WV (LWB)
Commercial Airline Flights are met by The Greenbrier Hotel Shuttle
--The charge is $28.80 per person, per transfer.
*Reservations are required in advance for all shuttles.
Note: Transportation to the Greenbrier Valley Airport is to
be scheduled and provided by the hotel’s Transportation
Sept. 8-9, 2023
Please arrive at the meeting room about 15 to 30 minutes before start time on Friday, Sept. 8, to sign in and receive course materials. The lecture will be held from 1:00 p.m. to 5:00 p.m. on Friday and resume on Saturday, Sept. 9, from 8:30 a.m. to 12:30 p.m. 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.
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!
If you have any questions, please call 216-765-1199 for more information.
Promo Code: earlybird50
EARLY BIRD SPECIAL IF RESERVED BY JUL. 10, 2023: Doctor Only: $940 | Doctor & Spouse: $1055
AFTER EARLY BIRD PRICING: Doctor Only: $990 | Doctor & Spouse: $1105
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
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 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!
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