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Where

Disney's Yacht Club Resort
Orlando, FL


When

September 16-17, 2021


Course Schedule

7:30am-8:00am: Check In/Breakfast
8:00am-12:00pm: Half-Day Sessions (8 CE Hours Total)
Afternoons free to enjoy Disney World!


Early Bird rates applied through July 16, 2021
Discounted room rates Available - Closes August 16 or when rooms are sold
Discounted Park tickets are available
breakfast & Coffee Included
8 Hours of Continuing education credits provided


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

  • Customized notebook with course materials–yours to keep!

  • Wednesday Welcome Reception on Crescent Cove at the Yacht & Beach Club Resort!

  • Family-friendly Firework & Dessert Party in Epcot on Thursday night!


September 16-17, 2021 | 8 CE Hours

Foundations for Financial Success

Speakers K. Warren Poe, Jr., T. Wade Coleman, Wesley W. Lyon, II
Daily Course Summary

7:30-8:00am:  Complimentary breakfast!
8:00am-12:00pm:  Half-Day Sessions (8 CE hours total)
Afternoons free to enjoy Disney World!


Full Schedule

Wednesday, September 15, 2021

4:30 PM - 6:30 PM

Welcome Reception at Crescent Cove

Thursday, September 16, 2021

8:00 AM - 12:00 PM

Foundations for Financial Success

8:15 PM - 9:30 PM
Requires RSVP

Family Friendly Dessert Party at Epcot Forever Firework Show

Friday, September 17, 2021

8:00 AM - 12:00 PM

Foundations for Financial Success

September 16-17, 2021
 8 CE Hours

Foundations for Financial Success

Speakers K. Warren Poe, Jr., T. Wade Coleman, Wesley W. Lyon, II

K. Warren Poe, Jr.

CFP®
Presenting Foundations for Financial Success

T. Wade Coleman

JD
Presenting Foundations for Financial Success

Wesley W. Lyon, II

CPA, CFP®
Presenting Foundations for Financial Success
Early Bird Deadline

Early bird rates applied through July 16, 2021
Registration must be received 60 days prior to first day of seminar series for Early Bird rates to apply


Room Block

We have a discounted room rate of $299/night at Disney's Yacht Club Resort. Rooms are available on a first-come, first-serve basis. The block will close on Monday, August 16, 2021 or when all the rooms sell out.


Special Park Tickets Available

Use the link provided upon registration to gain access to special park ticket pricing!


CONTINUING EDUCATION CREDITS

Receive 8 Continuing Education Credits

Location

Disney's Yacht Club Resort
Orlando, FL

Disney World Yacht Club Resort and Epcot Fireworks Show

Discounted room rates Available - Closes August 16 or when rooms SELL OUT. Booking Instructions are provided upon seminar registration.
Hotel Description

Evoking the timeless era of New England seaside hotels from the late 1800s, Disney's Yacht Club Resorts welcome guests into a world of nautical touches, brass fittings and luxurious accommodations. Anchored along the shores of Crescent Lake, guests can soak up the sun on white sand beaches or cool off at Stormalong Bay – a unique 750,000 gallon feature pool complete with water slide, sandy bottom, whirlpools and water currents. Four swimming pools including exclusive use of Stormalong Bay, marina with watercraft rentals, bike rentals, fitness center, nature walk, children’s playground, tennis and volleyball courts, complimentary Wi-Fi Internet access and complimentary transportation throughout the Walt Disney World® Resort. Disney’s Yacht Club Resorts are located within walking distance of Epcot® or a short boat ride to Disney’s Hollywood Studios®.


Airport Transportation

Orlando International Airport (MCO)

Hotel is located 22 miles northeast of airport.

Airport Website
407.825.2001
View on Google Maps
Disney's Magical Express 

When staying at a Walt Disney World Resort, Guests are eligible for Disney’s Magical Express service which provides transportation to and from the Orlando International Airport.


Alternate Transportation

Estimated Uber/Lyft: $30 (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
September 16-17, 2021
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, half-day course.

If you are repeating this course, be sure to log in to your account to receive your 30% off repeat course discount! 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.)


Early Bird Deadline

Early Bird Rates expire July 16, 2021


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 September 1st.


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

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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