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Where

Archer Hotel Napa
Napa Valley


When

July 23-24, 2021


Why

We understand your family and practice are closely intertwined - which is why we always recommend spouses participate in our seminars! We've organized the perfect weekend escape for you and your significant other. Join us in Napa Valley for a tax-deductible summer getaway.


Course Schedule

Check In/Breakfast: 7:30am-8:00am
Friday Session: 8:00am-1:00pm (5 CE hours*)
Saturday Session: 8:00am-12:00pm (4 CE hours)
Afternoons free to enjoy Napa Valley

*Exclusive Napa Extension - Additional hour of CE provided by Jonathan White of Jonathan W. White, CPA, PLLC


Early Bird rates applied through May 23, 2021
Discounted room rates Available - Closes June 28 or when rooms are sold
breakfast, Mid-Morning refreshments, & Coffee Included
9 Hours of Continuing education credits provided

Bonuses - Included in your registration!
  • 30-minute follow-up consultation with any of your speakers!

  • Customized notebook with course materials–yours to keep!

  • Thursday Welcome Reception on the hotel rooftop!


COVID-19 Safety Measures
  • Face masks are required unless seated
  • Set-up will ensure social distancing (seats placed 6ft apart)
  • Attendees will keep the same seats for the duration of the seminar
  • Hand sanitizer and gloves will be provided when self-serving food or drink
  • Food items will be individually wrapped or plated when possible

July 23-24, 2021 | 9 CE Hours

Foundations for Financial Success

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

7:30-8:00am:  Check In/Breakfast
8:00am-1:00pm: Friday Session (Exclusive Napa Extension*)
8:00am-12:00pm: Saturday Session

*Exclusive Napa Extension - additional hour of CE provided by Jonathan White of Jonathan W. White, CPA, PLLC


Full Schedule

Thursday, July 22, 2021

5:00 PM - 7:00 PM
Requires RSVP

Welcome Reception

Friday, July 23, 2021

8:00 AM - 1:00 PM

Foundations for Financial Success

Saturday, July 24, 2021

8:00 AM - 12:00 PM

Foundations for Financial Success

July 23-24, 2021
 9 CE Hours

Foundations for Financial Success

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

Jonathan W. White

CPA
Presenting Foundations for Financial Success

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 May 23, 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 $349/night at Archer Hotel Napa. Rooms are available on a first-come, first-served basis. The block will close on Tuesday, June 28, 2021 or when all the rooms sell out.


Continuing Education Credits

Receive 9 Continuing Education Credits


COVID-19 Safety Measures
  • Face masks are required unless seated
  • Set-up will ensure social distancing (seats placed 6ft apart)
  • Attendees will keep the same seats for the duration of the seminar
  • Hand sanitizer and gloves will be provided when self-serving food or drink
  • Food items will be individually wrapped or plated when possible
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
Discounted room rates Available

Room Block Closes June 22 or when rooms sell out. Booking Instructions are provided upon seminar registration.


Hotel Amenities

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


Members get 10% off.

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


Indicates events that offer CE Credit
Course
Date
Price
Couple
Foundations for Financial Success
July 23-24, 2021
$1,350.00
*You're receiving this bonus 30% discount because you previously attended this course. Course Total $0

Below are add-on events. You must attend at least one course above to attend an add-on event.

Add-Ons
Date
Price
Doctor
Spouse
Staff/Other
Welcome Reception
July 22, 2021
Free
Add-On Subtotal $0.00

Total $0.00

General

Registration is per couple and includes course fee plus amenities outlined on seminar overview. Special offers such as loyalty vouchers, repeat discounts, or gift certificates do not apply to this seminar.

If you are interested in our individual pricing, please call Sarah at 877.306.9780.


Early Bird Deadline

Early Bird Rates Expire May 22, 2021


COVID-19 Cancellation Policy*

Registrants may receive a full refund when cancelling at least 14 days before the first day of the seminar. (Within 14 days, should government or other mandates restrict travel or in-person meetings, we may offer a full refund to affected registrants.) If you need to cancel your registration, please provide as much notice as possible. 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, registrants may also choose the option to transfer registration to the new dates.

*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.


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 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, 2021 to December 31, 2023
Provider ID #211234

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