Where

Charlotte City Club
Charlotte, NC


When

September 12-13, 2019


Course Schedule

Thursday, September 12 - Achieving Financial Independence
12:30pm-4:30pm (4 CE hours)

Friday, September 13 - Transitions: Secrets to Success Despite All the Change
9:00am-3:30pm (6 CE hours)

Flexible program offers 2 a-la-carte courses—attend one course or both, depending upon your schedule and your needs.


Discounted room rates available at nearby hotels
Carolina Panthers tailgate following thursday's course
Light snacks & refreshments (Thursday's Course)
Breakfast & Lunch (Friday's course)
Continuing education credits provided

Receive up to 10 credits (4 CE hours on Thursday, 6 CE hours on Friday)


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

  • Customized notebook with course materials–yours to keep and reference any time

  • Carolina Panthers Tailgate with your fellow attendees and McGill & Hill Group advisors


September 12, 2019 | 4 CE Hours

Achieving Financial Independence

Speakers Brad A. Kucharo, Thomas W. Farmer

September 13, 2019 | 6 CE Hours

Transitions: Secrets to Success Despite All the Change

Speakers Jonathan R. Martin, Patrick D. Craig
Daily Course Summary

Thursday, Sept. 12: 12:30pm-4:30pm (Light refreshments provided)

Friday, Sept. 13: 9:00am-3:30pm (Breakfast and Lunch provided)

Designed so you spend the least amount of time out of the office as possible!


Full Schedule

Thursday, September 12, 2019

12:30 PM - 4:30 PM

Achieving Financial Independence

5:00 PM - 7:30 PM

Carolina Panthers Tailgate Party

Friday, September 13, 2019

9:00 AM - 3:30 PM

Transitions: Secrets to Success Despite All the Change

September 12, 2019
 4 CE Hours

Achieving Financial Independence

Speakers Brad A. Kucharo, Thomas W. Farmer
September 13, 2019
 6 CE Hours

Transitions: Secrets to Success Despite All the Change

Speakers Jonathan R. Martin, Patrick D. Craig

Brad A. Kucharo

CPA, CFP®
Presenting Achieving Financial Independence



Thomas W. Farmer

CFP®, C(k)P®
Presenting Achieving Financial Independence
Panthers Tailgate Party

Join your fellow attendees and McGill & Hill Group advisors for food, football, and fun following Thursday's presentation. We'll be grilling out and ramping up for the Panthers game just blocks from the Charlotte City Club and Bank of America Stadium. Come to the lot at 148 W. Morehead St., Charlotte, NC 28202 for a fun-filled experience. Don't have tickets? No problem. There are many great bars and restaurants nearby to watch from! Not a Panthers fan? You're still welcome!

(You do not have to be registered for Thurday's course to attend the tailgate. Friends and family of registered attendees are welcome! A headcount will be requested in the weeks approaching the seminar.)


Special Room Rates Available

We have discounted room blocks available a two nearby hotels. Please see the information below to book your room accommodations. If you have any questions, please call Sarah at 877.306.9780.

  • The Westin Charlotte
    601 South College Street, Charlotte, NC 28202 (7 min walk to Charlotte City Club)
  • Courtyard by Marriott Charlotte Center City
    237 S. Tryon Street, Charlotte, NC 28202  (4 min walk to Charlotte City Club)

Continuing education credits

Receive up to 10 credits (4 CE hours on Thursday, 6 CE hours on Friday)

Location

Charlotte City Club
Charlotte, NC


Venue Description

Located 31 floors above the city in the 121 West Trade building, Charlotte City Club is at the center of it all—yet worlds away from the hustle and bustle of uptown. Striking panoramic city views from nearly every room form a dramatic backdrop for business or social events, making the Club the premier destination for Charlotte's business and community leaders. The Club brings people together over amazing food and unique shared experiences in atmosphere unlike any other.

Parking

The Parking Deck entrance for the 121 West Trade Building is 116 W. 4th Street, Charlotte, NC 28202. Please plug this address into your GPS device. The Parking Deck will be on your right. After parking, take the elevator to the main lobby of the building. There will be a sign indicating which set of elevators to take for the CITY CLUB. Press LC indicating Lower Club (31st floor) and the main level of the Club. Parking validation is available at the front desk for all registered attendees.


Airport Transportation

Charlotte Douglas International Airport (CLT)

Charlotte City Club is located 8 miles east of airport.

Airport Website
704.359.4013
View on Google Maps
No hotels provide Shuttle Service to Center City Charlotte

Alternate Transportation
CATS Sprinter Bus
Shuttle fee: $2.20
You can catch Sprinter every 20 minutes during weekdays and every 30 minutes during nights and weekends.

Estimated Taxi Fare
$30 USD (one way)

Estimated Shared Ride App
$10-$15 (one way)

Driving directions from Airport

Exit airport and follow signs to I-85. Take first right onto Boyer Street. Take first right onto Wilkinson Blvd. Wilkinson Blvd will become I-277 (John Belk Freeway). Take the 2nd exit to the right off 277, College Street. Merge onto College Street and travel approximately 4 blocks to 4th Street. Turn left onto 4th Street. Cross over Tryon Street and parking deck will be on right.


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
September 12, 2019
First Attendee: $325
Each Additional: $195
Transitions: Secrets to Success Despite All the Change
September 13, 2019
First Attendee: $495
Each Additional: $225
*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 are repeating a course, be sure to log in to your account to receive 30% off repeated courses!
If you have a seminar voucher, please register by phone to redeem your voucher for substantial savings! Call 877.306.9780. (You may redeem one voucher per seminar series.)


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