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Where

Archer Hotel Napa
Napa Valley


When

July 17-18, 2020


Due to the current environment, we have chosen to CANCEL the Napa seminar "Foundations for Financial Success: Couples Seminar” on July 17-18, 2020. Stay tuned for more details about a Napa couples seminar being planned for April 2021. To receive priority notifications about this and other CE events, make sure you are signed up to receive Continuing Education email bulletins.


A Seminar for Doctors and Spouses!

Your registration fee of $3,231* per couple includes:

3-Night Resort King Accommodations at The Archer Hotel
Doctor & Spouse Course Registration
8 AGD PACE Credit Hours
Welcome Amenity 
Meet & Greet Happy Hour - Thursday evening
Breakfast Buffet before the course on Friday and Saturday
Gourmet Lunch Buffet and Exclusive Tours & Tastings at Two Premiere Napa Wineries on Friday Afternoon
Notebook filled with course materials for you to follow along and take home to reference later

Save if you register before May 17, 2020. After May 17: $3,663*

Registration ends June 16, 2020 or when all the spots are reserved. This seminar will sell out!

*with your McGill Advisory member discount!
Non-Member Early Bird: $3,590/couple
Non-Member Standard: $4,070/couple

Additional nights, parking fees, and any incidental charges are responsibility of the registrant and paid to the hotel.

Special Offers such as loyalty vouchers, repeat discounts, or gift certificates do not apply to this seminar.

NOTE: Registration is per couple. For single availability, call Sarah at 877.306.9780.


July 17-18, 2020 | 8 CE Hours

Foundations for Financial Success

Speakers John K. McGill, K. Warren Poe, Jr., T. Wade Coleman
Daily Course Summary

7:30-8:00am:  Check In/Breakfast
8:00am-12:00pm:  2 Half-Day Sessions (8 CE hours total)


Full Schedule

Thursday, July 16, 2020

5:00 PM - 6:00 PM

Meet & Greet Happy Hour

Friday, July 17, 2020

8:00 AM - 12:00 PM

Foundations for Financial Success

12:30 PM - 5:30 PM

Afternoon Wine & Dine Experience

Saturday, July 18, 2020

8:00 AM - 12:00 PM

Foundations for Financial Success

July 17-18, 2020
 8 CE Hours

Foundations for Financial Success

Speakers John K. McGill, K. Warren Poe, Jr., T. Wade Coleman

John K. McGill

CPA, MBA, JD
Presenting Foundations for Financial Success

K. Warren Poe, Jr.

CFP®
Presenting Foundations for Financial Success

T. Wade Coleman

JD
Presenting Foundations for Financial Success

Due to the current environment, we have chosen to CANCEL the Napa seminar "Foundations for Financial Success: Couples Seminar” on July 17-18, 2020. Stay tuned for more details about a Napa couples seminar being planned for April 2021. To receive priority notifications about this and other CE events, make sure you are signed up to receive Continuing Education email bulletins.


room Accommodations

Registration includes Room & Tax for 3-Night King Accommodations at Archer Hotel Napa
Check In: Thursday, July 16, 2020 after 3pm
Check Out: Sunday, July 19, 2020 before 11am


Early Bird Deadline

Early bird rates apply through May 17, 2020
Registration must be received 60 days prior to first day of seminar series for Early Bird rates to apply


Registration Close Date

Registration Closes on June 16, 2020 or when all spots are reserved. This seminar will sell out.

Location

Archer Hotel Napa
Napa, California

Downtown Napa is in full renaissance, and Archer Hotel brings a uniquely Napa, luxury boutique hotel to this gateway city. The five-story hotel is surrounded by vibrant shopping and dining at First Street Napa, the valley's only curated experience of its kind, in the heart of a wonderfully walkable downtown complete with world-class dining, 20+ tasting rooms and live music venues.

This Napa Valley Boutique Hotel is a place that locals love and visitors want to return to again and again, with the progressive American menus of Charlie Palmer Steak and the Rooftop at Archer Hotel that showcases both the urban energy of downtown Napa and the incredible valley vistas just beyond the city.


Room Accommodations

Registration includes Room & Tax for 3-Night King Accommodations at Archer Hotel Napa
Check In: Thursday, July 16, 2020 after 3pm
Check Out: Sunday, July 19, 2020 before 11am


Hotel Ammenities

Additional features at Archer Hotel Napa offered for guests with McGill & Hill Group:

  • Complimentary High Speed Internet

  • Complimentary in-room bottled water and coffee

  • Complimentary access to fitness center

  • Nightly turndown with locally curated treat

  • $20 Destination Joker per room - A credit eligible anywhere in the hotel including spa, dining, retail, etc.


Nearby Airports

Sacramento International Airport (SMF)

Approximately 70 minute drive to Archer Hotel Napa

San Francisco International Airport(SFO)

Approximately 80 minute drive to Archer Hotel Napa

Oakland International Airport (OAK)

Approximately 70 minute drive to Archer Hotel Napa

Santa Rosa/Sonoma County Airport (STS)

Approximately 60 minute drive to Archer Hotel Napa

Registration Information

Due to the current environment, we have chosen to CANCEL the Napa seminar "Foundations for Financial Success: Couples Seminar” on July 17-18, 2020. Stay tuned for more details about a Napa couples seminar being planned for April 2021. To receive priority notifications about this and other CE events, make sure you are signed up to receive Continuing Education email bulletins.


General

Registration is per couple and includes course fee plus amenities outlined on seminar overview.

Additional nights, parking fees, and any incidental charges are the responsibility of the registrant and paid to the hotel upon departure.

Special offers such as loyalty vouchers, repeat discounts, or gift certificates do not apply to this seminar.


Early Bird Deadline

Early Bird Rates Expire May 17, 2020


Registration Close Date

Registration closes on June 16, 2020 or when all spots are reserved. This seminar will sell out.


COVID-19 Cancellation Policy*

For seminar registrations received through September 30, 2020 registrants may receive a full refund for cancelling at any time due to reasons related to the pandemic. 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.


For More Information
Call 877-306-9780
Connect Online

"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

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