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McGill & Hill Group
Where

Belmond Charleston Place Hotel
Charleston, SC

When

November 5-7, 2020

Course Schedule

8:30am–12:30pm:  3 Half-Day Sessions (12 CE hours total)
Afternoons free to enjoy Historic Downtown Charleston!

Early Bird rates apply through september 5, 2020
Discounted room rates available through october 5 or when block is full
continental Breakfast Offered Each Morning
Continuing education credits provided (Receive 12 CE credits)

Bonuses

  • 30-minute follow-up consultation with the presenter of each attended course!

  • Customized notebook with course materials–yours to keep!

  • Cocktail Reception for attendees & spouses

  • Lunch with Editor John McGill - exclusively for McGill Advisory members!

November 5-7, 2020 | 12 CE Hours

Maximizing Your Financial Security

Speakers Blake W. Hassan, Brad A. Kucharo, Jeffrey A. Harrell, T. Wade Coleman

Daily Course Summary

8:00–8:30am:  Check In / Continental Breakfast
8:30am–12:30pm:  Half-Day Session (course continues over 3 days)
Afternoons free to enjoy Historic Downtown Charleston!

Full Schedule

Thursday, November 05, 2020

8:30 AM - 12:30 PM

Maximizing Your Financial Security

Friday, November 06, 2020

8:30 AM - 12:30 PM

Maximizing Your Financial Security

5:30 PM - 6:30 PM

Cocktail Reception

Saturday, November 07, 2020

8:30 AM - 12:30 PM

Maximizing Your Financial Security

November 5-7, 2020
 12 CE Hours

Maximizing Your Financial Security

Speakers Blake W. Hassan, Brad A. Kucharo, Jeffrey A. Harrell, T. Wade Coleman

Blake W. Hassan

CPA, JD
Presenting Maximizing Your Financial Security

Brad A. Kucharo

CPA, CFP®
Presenting Maximizing Your Financial Security

Jeffrey A. Harrell

CFA
Presenting Maximizing Your Financial Security

T. Wade Coleman

JD
Presenting Maximizing Your Financial Security

Early Bird Deadline

Early bird rates apply through September 5, 2020
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 October 5, 2020 or when all rooms are sold 

Special Room Rates Available

For more details on housing, please call Sarah at 877.306.9780

Continuing education credits

Receive 12 CE credits

Location

Belmond Charleston Place Hotel
Charleston, SC

Belmond Charleston Place Hotel - Charleston, SC

Discounted room rates available - block is full. please call hotel for availability.

$385/night  is available through October 5, 2020 or when all rooms are reserved, whichever comes first. If you have questions about rates, date, or availability, call Sarah at 877.306.9780. Booking information is provided upon registration. 

Hotel Description

Feel like a part of this great Southern city

Located at the very heart of downtown Charleston, in the historic district and within walking distance of all the major attractions, Belmond Charleston Place is the perfect base for a city adventure. We effortlessly blend gentility and old-world charm with a leading-edge spa and innovative cuisine.

Stay with us and find an endless choice of things to do. Whether relaxing by the pool, being pampered in the spa, dining in the award-winning Charleston Grill or browsing the exclusive boutiques, every moment is one to cherish.

Parking

Self Parking: $20/day
Valet Parking: $37/day

Directions & Transportation

205 Meeting Street
Charleston, South Carolina 29401

Belmond Charleston Place is within easy reach. You’ll find us...

  • 13 miles from Charleston International Airport (CHS)
  • 114 miles from Columbia, SC
  • 105 miles to Savannah, GA
  • 209 miles to Charlotte, NC

Self parking and valet are available, as well as airport transfers; contact the hotel for details.

Members get 10% off.

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

Join Log In
Course
Date
Price
Doctor
Spouse
Staff/Other
Maximizing Your Financial Security
November 5-7, 2020
First Attendee: $1240
Each Additional: $630
*You're receiving this bonus 30% discount because you previously attended this course. Total $0
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Registration Information

Room Block Close Date

Room Block Closes on October 5, 2020 or when all rooms are sold 

General

This is one course, covering a variety of business and financial topics over three half-days.

If you have a seminar voucher, please register by phone to redeem your voucher for substantial savings! Call 877.306.9780. If you are repeating this course, please log in to your account to receive your 30% discount. You may redeem one voucher per seminar series.

Early Bird Deadline

Early Bird Rates Expire February 16, 2020

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 April 6.

COVID-19 Cancellation Policy*

For seminar registrations received through November 30, 2020 registrants may receive a full refund for cancelling at any time prior to the seminar. We understand comfortability with travel and in-person meetings changes daily, but ask that you provide as much notice as possible if you choose to cancel your registration. Should we cancel the seminar, registrants will be offered a full refund or may request a credit to apply towards any future seminar. Should we reschedule the event, registrants may also choose the option to transfer registration to the new dates.

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. 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
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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
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