Where

Boston Marriott Long Wharf
Boston, MA


When

June 18-20, 2020


Course Schedule

8:30am–3:30pm:  Full-Day Courses (6 CE hours each)
Plenty of time in the afternoon to explore Boston!

Customize your own agenda! Flexible program offers 3 courses—a la carte—so you can attend the courses that fit your schedule. (Note: Most doctors receive maximum benefit to their practice and personal finances by attending all courses, but registration is a la carte for your convenience.)


Early Bird rates apply through April 18, 2020
Discounted room rates available
Breakfast and Lunch Included
Continuing education credits provided

Receive up to 18 credits (6 CE hours per course)


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 following Friday's course


June 18, 2020 | 6 CE Hours

Doctors Aproaching Retirement

Speakers Wesley W. Lyon, II

June 19, 2020 | 6 CE Hours

Transitions: Secrets to Success Despite All the Change

Speakers Roger K. Hill

June 20, 2020 | 6 CE Hours

Tax Saving Strategies and Legal Issues in Transitions

Speakers Blake W. Hassan
Daily Course Summary

8:00–8:30am:  Complimentary Breakfast!
8:30am–3:30pm:  Full-Day Courses (6 CE hours each)
12:00–1:00pm: Complimentary Lunch!

Plenty of time in the afternoon to explore Boston!


Full Schedule

Thursday, June 18, 2020

8:30 AM - 3:30 PM

Doctors Aproaching Retirement

Friday, June 19, 2020

8:30 AM - 3:30 PM

Transitions: Secrets to Success Despite All the Change

4:00 PM - 6:00 PM

Cocktail Reception

Saturday, June 20, 2020

8:30 AM - 3:30 PM

Tax Saving Strategies and Legal Issues in Transitions

June 18, 2020
 6 CE Hours

Doctors Aproaching Retirement

Speakers Wesley W. Lyon, II
June 19, 2020
 6 CE Hours

Transitions: Secrets to Success Despite All the Change

Speakers Roger K. Hill
June 20, 2020
 6 CE Hours

Tax Saving Strategies and Legal Issues in Transitions

Speakers Blake W. Hassan

Blake W. Hassan

CPA, JD
Presenting Tax Saving Strategies and Legal Issues in Transitions


Wesley W. Lyon, II

CPA, CFP®
Presenting Doctors Aproaching Retirement
Early Bird Deadline

Early bird rates apply through April 18, 2020
Registration must be received 60 days prior to first day of seminar series for Early Bird rates to apply


Room Block Close Date

Discounted room block available through May 27, 2020 or until all rooms are sold.


Special Room Rates Available

Booking information is provided upon registration. For more details on housing, please call Sarah at 877.306.9780.


Continuing Education Credits

Receive up to 18 credits (6 CE hours per course)

Location

Boston Marriott Long Wharf
Boston, MA

Discounted room rates available for $349/night (plus taxes & Fees)

Booking instructions provided upon registration or call Sarah for more details.

Hotel Description

Artfully reimagined, Boston Marriott Long Wharf welcomes business and leisure travelers with superb service, elegant rooms and thoughtful amenities. This 4-star waterfront hotel not only grants easy access to Boston's Long Wharf but also to the New England Aquarium and Quincy Market, as well as historic North End and Faneuil Hall. Relax in stylish rooms and suites which feature water or downtown views. Every room boasts indulgent bedding, flat-screen TVs with Netflix, ample desks and Wi-Fi. Take advantage of the indoor pool and 24-hour fitness center, complete with Peloton bikes, or indulge at the Waterline restaurant while enjoying the harborside views. 


Airport Transportation

Boston Logan International Airport (BOS)

Hotel is located 4.2 miles west of BOS airport.

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

Alternate Transportation

City Water Taxi: $12 (one way, on request)
Estimated Taxi Fare: $30 (one way)
Subway Service: $2.65 (one way)
Estimated Ride Share: $20 (one way)


Driving directions from Airport

From Northbound Interstate 93: Take exit 23, Government Center / From Southbound Interstate 93, take exit 24A, Government Center/Aquarium. For each: Follow signs to the Aquarium. Hotel is located on the water, next to the Aquarium.


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
Doctors Aproaching Retirement
June 18, 2020
First Attendee: $570
Each Additional: $260
Transitions: Secrets to Success Despite All the Change
June 19, 2020
First Attendee: $570
Each Additional: $260
Tax Saving Strategies and Legal Issues in Transitions
June 20, 2020
First Attendee: $570
Each Additional: $260
*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 April 18, 2020


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