Where

The Westin Kierland Resort & Spa
Scottsdale, AZ


When

March 25-29, 2019


Course Schedule

8:30am–12:30pm: Half-Day Courses (4 CE hours each)
Afternoons free to enjoy resort activities!

Customize your agenda!  This series offers 5 courses—a la carte—so you can attend the presentations most applicable to you.  (Note: Most doctors receive maximum benefit to their practice and personal finances by attending 4 or 5 courses, but you choose those that fit your schedule.)


Early Bird rates apply through JAnuary 25, 2019
Discounted room rates available Through March 4 or when all rooms are sold.
please Note: the room block & Hotel are sold out on Monday, March 25 & Tuesday, March 26.
Continuing education credits provided

Receive up to 20 credits (4 CE hours per course)


Bonuses
  • 30-minute follow-up consultation with the presenter of each course you attend!

  • Customized notebook with course materials–yours to keep!

  • Mid-week Cocktail Reception for attendees & spouses

  • Meet 'n Eat Roundtable Luncheon for attendees & spouses


March 25, 2019 | 4 CE Hours

Achieving Financial Independence

Speakers Andrew D. Tucker

March 26, 2019 | 4 CE Hours

The Missing 4%

Speakers Jeffrey A. Harrell, K. Warren Poe, Jr.

March 27, 2019 | 4 CE Hours

Transitions: Secrets to Success Despite All the Change

Speakers Roger K. Hill

March 28, 2019 | 4 CE Hours

Estate Planning, FLPs, and Asset Protection Strategies

Speakers Blake W. Hassan

March 29, 2019 | 4 CE Hours

Doctors Approaching Retirement

Speakers Brad A. Kucharo
Daily Course Summary

8:00-8:30am:  Complimentary breakfast!
8:30am–12:30pm:  Half-Day Courses (4 CE hours each)
Afternoons free to enjoy resort activities!


Full Schedule

Monday, March 25, 2019

8:30 AM - 12:30 PM

Achieving Financial Independence

Tuesday, March 26, 2019

8:30 AM - 12:30 PM

The Missing 4%

Wednesday, March 27, 2019

8:30 AM - 12:30 PM

Transitions: Secrets to Success Despite All the Change

5:30 PM - 6:30 PM

Cocktail Reception

Thursday, March 28, 2019

8:30 AM - 12:30 PM

Estate Planning, FLPs, and Asset Protection Strategies

12:45 PM - 2:00 PM
Requires RSVP

Meet 'n Eat Luncheon

Friday, March 29, 2019

8:30 AM - 12:30 PM

Doctors Approaching Retirement

March 25, 2019
 4 CE Hours

Achieving Financial Independence

Speakers Andrew D. Tucker
March 26, 2019
 4 CE Hours

The Missing 4%

Speakers Jeffrey A. Harrell, K. Warren Poe, Jr.
March 27, 2019
 4 CE Hours

Transitions: Secrets to Success Despite All the Change

Speakers Roger K. Hill
March 28, 2019
 4 CE Hours

Estate Planning, FLPs, and Asset Protection Strategies

Speakers Blake W. Hassan
March 29, 2019
 4 CE Hours

Doctors Approaching Retirement

Speakers Brad A. Kucharo

Andrew D. Tucker

JD, CPA, CFP®
Presenting Achieving Financial Independence


Brad A. Kucharo

CPA, CFP®
Presenting Doctors Approaching Retirement

Jeffrey A. Harrell

CFA
Presenting The Missing 4%

K. Warren Poe, Jr.

CFP®
Presenting The Missing 4%

Early Bird Deadline

Early bird rates apply through January 25, 2019
Registration must be received 60 days prior to first day of seminar series for Early Bird rates to apply


Room Block CLOSE DATE

Room Block Closes on March 4, 2019 or when all rooms are reserved.

Please Note: The room block and hotel are sold out on Monday, March 25 & Tuesday, March 26th.


Special Room Rates Available

For housing details, call Sarah at 877.306.9780

Don’t miss out on additional discounts if you book within the room block:

  • Daily Resort Fee is offered at a reduced rate of $10 per room/per day (normally $29)

    • Resort Fee includes unlimited internet access in guest rooms, access to Agave Spa Yoga and Well Walk fitness classes, expanded shuttle service to Kierland Commons and Scottsdale Quarter, tennis court and equipment rental.

  • Extended rate for (2) pre/post nights with availability


Continuing education credits

Receive up to 20 credits (4 CE hours per course)

Location

The Westin Kierland Resort & Spa
Scottsdale, AZ

Discounted room rates available

Available through March 4 or when all rooms are reserved, whichever comes first. Call for more details on rates and availability. Please Note: The room block and hotel are sold out on Monday, March 25th & Tuesday, March 26th.

Don’t miss out on additional discounts if you book within the McGill & Hill Group room block:

  • Daily Resort Fee is offered at a reduced rate of $10 per room/per day (normally $29)

    • Resort Fee includes unlimited internet access in guest rooms, access to Agave Spa Yoga and Well Walk fitness classes, expanded shuttle service to Kierland Commons and Scottsdale Quarter, tennis court and equipment rental.

  • Extended rate for (2) pre/post nights with availability

Hotel Description

Designed to celebrate Arizona’s rich history and diverse culture, The Westin Kierland offers a blissful sanctuary of opportunity and ambiance. This inspiring retreat, located in the heart of “new” Scottsdale, will fill you with a sense of old Arizona and delight you with a fresh, modern destination. The AAA Four Diamond Resort features accommodations that will sooth and stimulate from a full-service spa and world-class golf to award-winning dining and upscale shopping. Whether you view the property's artwork, enjoy the bagpiper at sunset, or sample the locally inspired cuisine, you'll discover how The Westin Kierland treasures the essence of Arizona and endeavors to share all that's wonderful about their home with you.


Airport Transportation

Phoenix Sky Harbor International Airport (PHX)

Hotel is located 19 miles northeast of airport.

Airport Website
602.273.3300
View on Google Maps
This hotel does not provide Shuttle Service

Alternate Transportation
Transtyle Transportation 480.340.0055
Sudan: 60 USD (one way)
SUV: 80 USD (one way)
Reservation is required


Estimated taxi fare
60 USD (one way)

Estimated Uber/Lyft
$40 (one way)

Hotel Parking
Self Parking
$8 Daily
$16 Overnight

Valet Parking
$10 Daily
$31 Overnight

Members get 10% off.

Already a member with The McGill Advisory? Log in to receive your 10% member discount!


Course
Date
Price
Doctor
Spouse
Staff/Other
Achieving Financial Independence
March 25, 2019
First Attendee: $325
Each Additional: $195
The Missing 4%
March 26, 2019
First Attendee: $325
Each Additional: $195
Transitions: Secrets to Success Despite All the Change
March 27, 2019
First Attendee: $325
Each Additional: $195
Estate Planning, FLPs, and Asset Protection Strategies
March 28, 2019
First Attendee: $325
Each Additional: $195
Doctors Approaching Retirement
March 29, 2019
First Attendee: $325
Each Additional: $195
*You're receiving this bonus 30% discount because you previously attended this course. Total $0

Registration Information


General

Course registration is a la carte.

If you have a seminar voucher or are repeating a course, please register by phone in order to receive your discounted rates! Call 877.306.9780. 


Early Bird Deadline

Early Bird Rates Expire January 25, 2019


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.


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. A media notice will be posted onsite at such events.

"The CE lectures are informative and engaging. The speakers care about our financial security and well being, and you can tell they truly enjoy their work."

Dr. Jim Kelly, General Dentist

The McGill & Hill Group, LLC
Nationally Approved PACE Program Provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
January 1, 2017 to December 31, 2020
Provider ID #211234