Where

The Lodges at Deer Valley
Park City, UT


When

February 27-28, 2020


Daily Course Schedule

7:00am-9:00am:  Foundations for Financial Success

Your afternoons are free to enjoy the lodge and slopes!

4:00pm-6:00pm:  Foundations for Financial Success (continued)


Early Bird rates applied through December 27, 2019
Discounted room rates Available
Light Breakfast Included
Light refreshments provided when you return from the slopes
8 Hours of Continuing education credits provided


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

  • Customized notebook with course materials–yours to keep!

  • Winter refreshments before afternoon session both days!


February 27-28, 2020 | 8 CE Hours

Foundations for Financial Success

Speakers Andrew D. Tucker, K. Warren Poe, Jr., T. Wade Coleman
Daily Course Summary

6:30am-7:00am: Check In/Breakfast
7:00am-9:00am: Foundations for Financial Success (daily session 1 of 2)

3:30pm-4:00pm: Light treats and refreshments to help warm you up!
4:00pm-6:00pm: Foundations for Financial Success (daily session 2 of 2)

Course continues over 2 days (4 total sessions) – 8 CE Hours Total


Full Schedule

Thursday, February 27, 2020

7:00 AM - 9:00 AM

Foundations for Financial Success

4:00 PM - 6:00 PM

Foundations for Financial Success

Friday, February 28, 2020

7:00 AM - 9:00 AM

Foundations for Financial Success

4:00 PM - 6:00 PM

Foundations for Financial Success

February 27-28, 2020
 8 CE Hours

Foundations for Financial Success

Speakers Andrew D. Tucker, K. Warren Poe, Jr., T. Wade Coleman

Andrew D. Tucker

JD, CPA, CFP®, CIMA®
Presenting Foundations for Financial Success

K. Warren Poe, Jr.

CFP®
Presenting Foundations for Financial Success

T. Wade Coleman

JD
Presenting Foundations for Financial Success
Early Bird Deadline

Early bird rates applied through December 27, 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 January 26, 2020 or when all rooms are sold out.


Get your lift tickets early!

For more details on lift tickets, please visit www.deervalley.com/lift-tickets


CONTINUING EDUCATION CREDITS

Receive 8 Continuing Education Credits

Location

The Lodges at Deer Valley

2900 Deer Valley Drive East
Park City, UT 84060

Discounted room rates Available

Rate of $386/night in the hotel is available through January 26 or when all rooms are reserved, whichever comes first. Call 877.306.9780 for more details on rates and availability.

Hotel Description

Known as the ski resort that has revolutionized ski-area service, Deer Valley is nestled in Utah’s picturesque Rocky Mountain Wasatch Range. Since opening in 1981, they have committed ourselves to providing the highest level of service and convenience in the industry. Exceptional customer service, consistent quality and attention to every detail are all part of the Deer Valley creed. The resort is consistently recognized as best in the industry for lodging, dining, guest service and mountain grooming. With over 2,000 acres of varied terrain spread over six mountains, there is something for every skier.

The Lodges at Deer Valley, near the base of Deer Valley Resort, offers family-friendly services on-site including The Brass Tag restaurant, complimentary hot breakfast, Deer Valley ski rental shop, lift ticket desk, fitness facility, concierge services, general store, coffee bar, outdoor heated pool and hot tub. Complimentary in-town transportation offers access to the resort and the shopping, dining and nightlife on Park City’s Historic Main Street.

Property Highlights
  • On-site restaurant and bar, general store with groceries, sundries, beer, liquor and wine
  • On-site Deer Valley Resort ski rental shop and guest ski storage
  • Complimentary hot breakfast buffet and après-ski (afternoon snacks and beverages)

Airport Transportation

Salt Lake City International Airport (SLC)

Hotel is located approximately 38 miles from airport.

Airport Website
801.575.2400
View on Google Maps
Airport Transportation

Deer Valley does not provide complimentary transportation from the airport, but is happy to have a Vacation Planner or Concierge staff member assist in arranging transportation to and from the Salt Lake City International Airport utilizing various local companies or car rental.


Alternate Transportation

Estimated RideShare: $80 (one way)


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
Foundations for Financial Success
February 27-28, 2020
First Attendee: $750
Each Additional: $370
*You're receiving this bonus 30% discount because you previously attended this course. Total $0

Registration Information


General

Course registration is for 2-day, split half-day course.

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.


Early Bird Deadline

Early Bird Rates expire December 27, 2019


Late/Onsite Registration Fee

$50 per course, per attendee for registrations received within 10 days of seminar series start date. Please register by phone after February 17.


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