Continuing Education Courses Phoenix January 2019
Where
Arizona Biltmore Resort
Phoenix, AZ
When
January 13-14, 2023
Friday Schedule
8:00am-8:30am: Check In/Breakfast
8:30am-12:30pm: Half-Day Session (8 CE Hours Total)
4:30pm-6:30pm: Cocktail Reception (Non-registered Guests Welcome!)
Saturday Schedule
8:00am-8:30am: Check In/Breakfast
8:30am-12:30pm: Half-Day Session (8 CE Hours Total)
12:30pm-2:00pm: Roundtable Luncheon (Registered Attendees Only)
Early Bird rates end on November 13
Discounted room rates available through December 20 or when sold out
Breakfast & Coffee provided each morning
Cocktail Reception on Friday
Roundtable Luncheon on Saturday
Mobile event app with your itinerary, Presentations, and more!
presenters available for 1:1 meetings while onsite (upon request)
Follow up consultation with your presenters (available upon request)
8 Hours of Continuing education credits provided
COVID-19 onsite Safety measures
Covid-19 Safety Measures will vary based on the following factors at the time of the seminar:
- State law
- Hotel requirements
- CDC and WHO recommendations
- Comfortability of our attendees
January 13-14, 2023 | 8.00 CE Hours
Principles for a Successful Retirement
Speakers Jonathan R. Martin, Wesley W. Lyon, II
Friday Schedule
8:00am-8:30am: Check In/Breakfast
8:30am-12:30pm: Half-Day Session (8 CE Hours Total)
4:30pm-6:00pm: Cocktail Reception (Non-registered Guests Welcome!)
Saturday Schedule
8:00am-8:30am: Check In/Breakfast
8:30am-12:30pm: Half-Day Session (8 CE Hours Total)
12:30pm-2:00pm: Roundtable Luncheon (Registered Attendees Only)
Full Schedule
Friday, January 13, 2023
- When can you actually afford to retire?
- Easy ways of increasing your practice marketability leading up to a transition.
- Pros and cons of various alternative transitions: selling to a DSO versus an individual doctor.
- How to position your practice to optimize your transition outcome.
- Methods to reduce taxes on the sale of your practice. Meeting cash flow needs in retirement.
- When and how to take retirement plan and IRA distributions.
- Social security timing to maximize benefits.
8:30 AM - 12:30 PM
Principles for a Successful Retirement
You'll face more decisions in the last few years of practice than at any other time throughout your career, and these decisions will be some of the most important you'll ever make. And unfortunately, there aren't any mulligans when retiring and selling your practice. Since most doctors need the income generated from the sale of their practice to take them over the finish line into financial independence, you can't afford to get it wrong. Ensure a successful retirement by learning the leading-edge strategies needed to develop a well-designed game plan that will help you approach your transition, and this next phase of your life, with confidence.
Key topics include:
4:30 PM - 6:00 PM
Cocktail Reception
On Friday, join us on the grounds at the Arizona Biltmore for an evening of light hors d'oeuvres and drinks with your speakers and fellow attendees! Guests not registered for the course are welcome to attend!
Saturday, January 14, 2023
- When can you actually afford to retire?
- Easy ways of increasing your practice marketability leading up to a transition.
- Pros and cons of various alternative transitions: selling to a DSO versus an individual doctor.
- How to position your practice to optimize your transition outcome.
- Methods to reduce taxes on the sale of your practice. Meeting cash flow needs in retirement.
- When and how to take retirement plan and IRA distributions.
- Social security timing to maximize benefits.
8:30 AM - 12:30 PM
Principles for a Successful Retirement
You'll face more decisions in the last few years of practice than at any other time throughout your career, and these decisions will be some of the most important you'll ever make. And unfortunately, there aren't any mulligans when retiring and selling your practice. Since most doctors need the income generated from the sale of their practice to take them over the finish line into financial independence, you can't afford to get it wrong. Ensure a successful retirement by learning the leading-edge strategies needed to develop a well-designed game plan that will help you approach your transition, and this next phase of your life, with confidence.
Key topics include:
12:30 PM - 2:00 PM
Requires RSVP
Roundtable Luncheon
Registered attendees are invited to attend this luncheon for an opportunity to sit down with your expert speakers, ask any remaining questions, and network with your fellow doctors.
This event is included in your registration. It is anticipated that any registered attendee will be at this event. Please let the seminar coordinator know in advance if you will not be present.
You'll face more decisions in the last few years of practice than at any other time throughout your career, and these decisions will be some of the most important you'll ever make. And unfortunately, there aren't any mulligans when retiring and selling your practice. Since most doctors need the income generated from the sale of their practice to take them over the finish line into financial independence, you can't afford to get it wrong. Ensure a successful retirement by learning the leading-edge strategies needed to develop a well-designed game plan that will help you approach your transition, and this next phase of your life, with confidence.
Key topics include:
- When can you actually afford to retire?
- Easy ways of increasing your practice marketability leading up to a transition.
- Pros and cons of various alternative transitions: selling to a DSO versus an individual doctor.
- How to position your practice to optimize your transition outcome.
- Methods to reduce taxes on the sale of your practice. Meeting cash flow needs in retirement.
- When and how to take retirement plan and IRA distributions.
- Social security timing to maximize benefits.
Early Bird Deadline
Early bird rates when you register before November 13, 2022
Registration must be received 60 days prior to first day of seminar series for Early Bird rates to apply
discounted Room Rates Available
Group rates are available for attendees at a discounted rate of $449/night and waived resort fees (normally $45/day)! Rooms are not guaranteed to registered attendees and are available on a first-come, first-serve basis. Booking instructions are provided upon registration. For more details, please call 877.306.9780 and ask for Sarah.
CONTINUING EDUCATION CREDITS
Receive 8 continuing education credits
Location
The Arizona Biltmore, A Waldorf Astoria Resort
Phoenix, AZ
Discounted room rates available
Enjoy a discounted room rate of $449/night and no resort fee! Available through December 20, 2022 or when all rooms are reserved, whichever comes first. Booking details are provided upon registration. For more details, please call 877.306.9780 and ask for Sarah.
Don't miss out on additional discounts if you book within the McGill & Hill Group room block:
-
Daily Resort Fee is waived for guests who book in our room block (normally $45/day)
-
Resort Fee includes unlimited internet access in guest rooms, fitness center access and classes; Biltmore Golf replay; 1-hour bicycle usage; 2 bottled waters daily; lawn games; access to The Twist water slides; PressReader.
-
Hotel Description
The Arizona Biltmore was reimagined with two key concepts in mind: reviving the best of our past and creating new delight for the discerning guest of today. From fresh dining experiences and their adults-only Saguaro Pool, to new venues like The Spire Bar and the incredible Tierra Luna Spa, they are so proud to now introduce this cherished icon to its next chapter of magical possibilities. You're invited to explore, to discover, to feel inspired. And, above all else, to have a truly wonderful time.
Airport Transportation
Phoenix Sky Harbor International Airport (PHX)
Hotel is located 8 miles north of airport.
Airport Website
View on Google Maps
This hotel does not provide Shuttle Service
Alternate Transportation
Estimated Ride Share Cost
$40 (one way)
Hotel Transportation Services
From arriving at the Arizona Biltmore from Phoenix Sky Harbor International Airport, to getting around town in style, Arizona Biltmore's concierge will be happy to arrange a rental, or black car service. Please contact the concierge at 602-8955-6600 ext 7000 or email PHXBM.Concierges@waldorfastoria.com to book transportation services.
Hotel Parking
Self Parking
$23/night
Valet Parking
$30/night
Members get 10% off.
Already a member with The McGill Advisory? Log in to receive your 10% member discount!
No courses selected. Please select at least one course.
Indicates events that offer CE Credit
Course | Date | Price | Doctor | Spouse | Staff/Guest |
|---|---|---|---|---|---|
| Principles for a Successful Retirement | January 13-14, 2023 | First Attendee: $1050Each Additional: $870 | |||
| *You're receiving this bonus 30% discount because you previously attended this course. | Course Subtotal $0 The McGill Advisory Discount -$0 All Courses Discount -$0 | ||||
Below are add-on events. You must attend at least one course above to attend an add-on event.
Add-Ons | Date | Price | Doctor | Spouse | Staff/Guest |
|---|---|---|---|---|---|
| Roundtable Luncheon | January 14, 2023 | Free | |||
Add-On Subtotal $0.00 | |||||
| Subtotal $0 Total $0.00 | |||||
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General
Registration fee includes 2-day course (8 CE hours), cocktail reception, and roundtable luncheon.
Early Bird Deadline
Early Bird rates expire November 13, 2022
Late/Onsite Registration Fee
$50 per course, per attendee for registrations received within 10 days of seminar series start date. Please call to register after January 10th.
Standard Cancellation Policy*
30 or more days prior to event, receive future seminar credit or refund minus $50 processing fee. No refunds issued within 30 days of event.
*Cancellation Policy applies only to seminar registration fees. McGill & Hill Group is not responsible for reimbursement of any registrant's other expenses related to a cancelled or postponed event. Understanding the cancellation policy for any hotels, flights, car rentals, park tickets, etc. is the responsibility of the individual.
Media Disclosure
Photography, filming, audio recording, and/or interview(s) may occur onsite at any McGill & Hill Group event and may be used for the purposes of highlighting the event, promoting future events, and/or other lawful purposes.
Source: https://www.mcgillhillgroup.com/Seminar/3676/Principles-for-a-Successful-Retirement-Phoenix-Seminar
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