Half Day Seminar - June 6, 2025

Ohio Smiles Take Flight

A collaboration between the Cincinnati, Columbus and Dayton Dental Societies
at the National Museum of the US Air Force

Brandon S. Collier, J.D., LL.M.
President of Collier & Associates, Inc will be presenting:
“Taking Charge of Your Practice and Personal Financial Planning-With Particular Focus on Younger Dentists”

This course will teach the basics of financial planning – from learning how to estimate how much it will take to one day retire to, how much will need to be saved each year to get you there, and last but not least, how to actually do it! These are the things you’d typically pay a financial planner thousands to do for you, and then a portfolio manager much more overtime. Investing is often made to seem difficult, but it doesn’t have to be. These are skills that anyone (who is interested) can learn and apply themselves.

Brandon will pay particular attention to younger doctors, including huge student debt (a big negative) and their longer runway before retirement (an enormous positive). We will discuss whether student debt should be prepaid and how to do it (and how the federal income-driven repayment plans work). In addition, Brandon will address the different options for retirement savings depending on whether you are or are becoming a practice owner or will work primarily in the corporate/DSO setting.

In addition, Brandon will address hot topics in dental practice including why practice ownership is far and away the best long-term economic alternative for a young doctor, digging into the details of a DSO acquisition, and basic steps to maximize practice profitability, including the compounding power of annual fee increases, how to effectively drop PPOs, and the financial benefits of purchasing another practice.

Schedule:
9:00 am – Registration/Check-In
9:30 am – Program Begins                                                                                                 
11:30 am – Lunch Served During Program                                                                             
1:30 pm – Program Ends – Enjoy the Museum till 5:00 pm

Fee:                                                                                                                                          
Member Dentists of the Dental Societies 
(Cincinnati, Columbus, and Dayton) – $90 
Non-Member Dentist – $110   
Spouse/Guest – $35



Sponsored in part by:
Advantage Technologies, Cincinnati Insurance Companies, DDSUnited, Haleon, 
Hiossen Implants, Kerr Dental, Kuraray Noritake, and US Bank.