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Where

Renaissance Charlotte
Charlotte, NC


When

November 5-6, 2021


Schedule for Friday, November 5

9:00AM-10:30AM:  John McGill Keynote: What We Learned from the Pandemic

10:45AM-11:30AM:  Breakout Sessions - Round 1
11:45AM-12:30PM:  Breakout Sessions - Round 2

12:30PM-2:00 PM:  Lunch Break

2:00PM-2:45PM:  Breakout Sessions - Round 3
3:00PM-3:45PM:  Breakout Sessions - Round 4

4:00PM-6:00PM:  Cocktail Reception
 

Schedule for Saturday, November 6

9:00AM-10:30AM:  Roger Hill Keynote: You've Come a Long Way: A Look at the Past and Into the Future

10:45AM-11:30AM:  Breakout Sessions - Round 5
11:45AM-12:30PM:  Breakout Sessions - Round 6

1:00PM-2:30PM:  New Owner Luncheon (for young doctors who have owned their practice ~5 years or less)

Customize your schedule by choosing which breakout sessions are most applicable for you. See the Agenda tab for more details about each breakout session. RSVP for your preferred breakout selection will be requested after registration.


Early Bird rates apply through September 5
Discounted room rates available through october 19 or when block is full
Continental Breakfast Each Morning
box lunch available on friday (upon request)
Cocktail Reception Friday evening
Follow up consultation with your presenters (upon request)
Continuing education provided (receive up to 7 credits*)

*Check-in required at keynotes and each breakout session to receive CE credit


COVID-19 onsite Safety measures

Covid-19 Safety Measures will vary based on:

  • State law at the time of the seminar
  • Requirements set forth by the hotel
  • Recommendations made by the CDC and WHO
  • Comfortability of our attendees

Cancellation Policy*

Registrants may receive a full refund when cancelling at least 15 days before the first day of the seminar. (Within 15 days, should government 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.


November 5-6, 2021 | 7.00 CE Hours

McGill & Hill Group Summit

Speakers Blake W. Hassan, Jason R. Cross, Jeffrey A. Harrell, John K. McGill, Jonathan R. Martin, Jonathan W. White, Roger K. Hill, T. Wade Coleman, Thomas W. Farmer, Wesley W. Lyon, II

Choose the breakout sessions most applicable to you! Each breakout time offers 2-3 sessions to choose from. Review the session descriptions and objectives below to create your own schedule. RSVP for your preferred sessions will be requested after registration.


Full Schedule

Friday, November 05, 2021

9:00 AM - 10:30 AM

John McGill Keynote: What We Learned From the Pandemic

10:30 AM - 10:45 AM

Break

10:45 AM - 11:30 AM

A: Financial Planning for Early/Mid-Career Doctors: Part 1

B: Financial Planning for Retiring Doctors: Part 1

11:30 AM - 11:45 AM

Break

11:45 AM - 12:30 PM

A: Financial Planning for Early/Mid-Career Doctors: Part 2

B: Financial Planning for Retiring Doctors: Part 2

12:30 PM - 2:00 PM
Requires RSVP

Lunch Break

2:00 PM - 2:45 PM

A: Investing...Has Everything Changed?

B: Investing in Retirement

C: What You Need to Know About Selling to a DSO

2:45 PM - 3:00 PM

Break

3:00 PM - 3:45 PM

A: Ask The McGill Advisory Editor Q&A

B: Roth IRA Conversions

C: What You Need to Know About Selling to a DSO - REPEATED

4:00 PM - 6:00 PM

Cocktail Reception

Saturday, November 06, 2021

9:00 AM - 10:30 AM

Roger Hill Keynote: You've Come a Long Way: A Look at the Past and Into the Future

10:30 AM - 10:45 AM

Break

10:45 AM - 11:30 AM

A: Fundamentals of a Traditional Sale (Doctor to Doctor)

B: Improving Practice Profitability

11:30 AM - 11:45 AM

Break

11:45 AM - 12:30 PM

A: Legal Issues in Transitions

B: Partnerships & Associateships

1:00 PM - 2:30 PM
Requires RSVP

New Owner Luncheon

November 5, 2021
10:45 AM - 11:30 AM  0.75 CE Hours

A: Financial Planning for Early/Mid-Career Doctors: Part 1

Speakers
November 5, 2021
10:45 AM - 11:30 AM  0.75 CE Hours

B: Financial Planning for Retiring Doctors: Part 1

Speakers
November 5, 2021
11:45 AM - 12:30 PM  0.75 CE Hours

A: Financial Planning for Early/Mid-Career Doctors: Part 2

Speakers
November 5, 2021
11:45 AM - 12:30 PM  0.75 CE Hours

B: Financial Planning for Retiring Doctors: Part 2

Speakers
November 5, 2021
2:00 PM - 2:45 PM  0.75 CE Hours

A: Investing...Has Everything Changed?

Speakers
November 5, 2021
2:00 PM - 2:45 PM  0.75 CE Hours

B: Investing in Retirement

Speakers
November 5, 2021
2:00 PM - 2:45 PM  0.75 CE Hours

C: What You Need to Know About Selling to a DSO

Speakers
November 5, 2021
3:00 PM - 3:45 PM  0.75 CE Hours

A: Ask The McGill Advisory Editor Q&A

Speakers
November 5, 2021
3:00 PM - 3:45 PM  0.75 CE Hours

B: Roth IRA Conversions

Speakers
November 5, 2021
3:00 PM - 3:45 PM  0.75 CE Hours

C: What You Need to Know About Selling to a DSO - REPEATED

Speakers
November 6, 2021
10:45 AM - 11:30 AM  0.75 CE Hours

A: Fundamentals of a Traditional Sale (Doctor to Doctor)

Speakers
November 6, 2021
10:45 AM - 11:30 AM  0.75 CE Hours

B: Improving Practice Profitability

Speakers
November 6, 2021
11:45 AM - 12:30 PM  0.75 CE Hours

A: Legal Issues in Transitions

Speakers
November 6, 2021
11:45 AM - 12:30 PM  0.75 CE Hours

B: Partnerships & Associateships

Speakers

Blake W. Hassan

CPA, JD

Jason R. Cross

JD, CFP®, CTFA

Jeffrey A. Harrell

CFA

John K. McGill

CPA, MBA, JD

Jonathan R. Martin

CPA

Jonathan W. White

CPA

Roger K. Hill

MSA, ASA

T. Wade Coleman

JD

Thomas W. Farmer

CFP®, C(k)P®

Wesley W. Lyon, II

CPA, CFP®
Build Your Own Schedule

The Summit includes six total breakout session times - each one offering 2-3 topics to choose from! Review the titles under each time to choose session you are most interested in attending. RSVP for your preferred sessions will be requested after registration.


Special Room Rates Available

Group rates are available for attendees at a discounted rate of $104/night (plus taxes & fees). Use this link to secure your hotel accommodations: McGill & Hill Group Summit Booking Link. Rooms are not guaranteed to registered attendees and are available on a first-come, first-serve basis. For more information on housing, contact Sarah at 877.306.9780.


Room Block Close Date

Room block closes on October 14, 2021 or when group block sells out.


Continuing Education Credits

Receive up to 7 hours (check-in required at keynotes and each breakout session to receive CE credit).


Early Bird Deadline

Early bird rates apply through September 5, 2021
Registration must be received 60 days prior to first day of the summit.

Location

Renaissance Charlotte SouthPark Hotel
Charlotte, NC

Charlotte NC Destination

Discounted room rates available

Our group rate of $104/night (plus taxes & fees) is available through October 14, 2021, or when all rooms are reserved, whichever comes first. Rooms are not guaranteed to all registered attendees and are on a first come, first-served basis. Reserve your room now at: McGill & Hill Group Summit Room Block

Hotel Description

A refreshing hotel experience awaits you at the Renaissance Charlotte SouthPark Hotel, where you'll find the ideal blend of comfort, style, and convenience to discover something new. Nearby shopping, breweries, local eats, and cocktail spots leave much to discover trip after trip. Surround yourself with premier attractions at our perfectly placed hotel, just five minutes from uptown Charlotte and eleven miles from CLT Airport.


Airport Transportation

Charlotte Douglas International Airport (CLT)

Renaissance Charlotte SouthPark is located 11 miles east of airport.

Airport Website
704.359.4013
View on Google Maps
This hotel does not provide Shuttle Service

Alternate Transportation
Estimated Taxi Fare
$30 USD (one way)

Estimated Shared Ride App
$10-$15 (one way)

Driving directions from Airport

Take Billy Graham Pkwy South. Billy Graham will turn into Woodlawn Rd, Woodlawn will turn into Runnymede Ln. Turn right on Barclay Downs Dr. Turn right at 2nd Carnegie Blvd (horseshoe shaped road).


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
McGill & Hill Group Summit
November 5-6, 2021
First Attendee: $780
Each Additional: $540
*You're receiving this bonus 30% discount because you previously attended this course. Course Total $0

Registration Information


General

Registration fee covers the entire 2-Day McGill & Hill Group Summit. After registering, you will be asked to secure your spot for one topic during each breakout session. If you have any questions, call Sarah at 877.306.9780.


Special pricing

New Owners (~5 years or less) = 50% off*
Retired Doctors = 50% off*
Multi-Doctor Orders = First Attendee, Additional Attendee pricing

*Cannot be combined with any other offers or discounts. Please call 877.306.9780 to register.


Cancellation Policy*

Registrants may receive a full refund when cancelling at least 15 days before the first day of the seminar. (Within 15 days, should government 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.


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.

"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

NEWS/ALERTS

Coronavirus Resource Center for Dentists and Specialists

Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.

Go To COVID-19 Resources