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Where

The Lodges at Deer Valley
Park City, UT


When

February 3-4, 2022


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)

Return early for après-ski!


Early Bird rates applied through December 3, 2021
Discounted room rates Available at $392/night
Light Breakfast Included
Après ski with fellow attendees and speakers
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


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

February 3-4, 2022 | 8 CE Hours

Foundations for Financial Success

Speakers John K. McGill, 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: Après ski with fellow attendees and speakers
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 03, 2022

7:00 AM - 9:00 AM

Foundations for Financial Success

4:00 PM - 6:00 PM

Foundations for Financial Success

Friday, February 04, 2022

7:00 AM - 9:00 AM

Foundations for Financial Success

4:00 PM - 6:00 PM

Foundations for Financial Success

February 3-4, 2022
 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
Early Bird Deadline

Early bird rates applied through December 3, 2021.
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 3, 2022 or when all rooms are sold out.


Group lift tickets

Group Lift Ticket Pricing will be available 30 days out from arrival. A link will be sent to all registered attendees to be purchased individually.

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


CONTINUING EDUCATION CREDITS

Receive 8 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

The Lodges at Deer Valley

2900 Deer Valley Drive East
Park City, UT 84060

Discounted room rates Available

Rate of $392/night in the hotel is available through January 3 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 themselves 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!


Indicates events that offer CE Credit
Course
Date
Price
Doctor
Spouse
Staff/Other
Foundations for Financial Success
February 3-4, 2022
First Attendee: $750
Each Additional: $370
*You're receiving this bonus 30% discount because you previously attended this course. 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 3, 2021


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 January 24, 2022.


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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