The Roosevelt Hotel
New Orleans, LA


April 7-8, 2022

Course Schedule

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

query_builder Early Bird rates - save over 20% when you register before February 7, 2022
local_offer Discounted room rates available through march 16 or when block is full
free_breakfast Breakfast & Coffee provided each morning
local_bar happy hour on Thursday from 3:30pm-5:00pm
directions_walk Walking Tour of The French Quarter on Thursday from 1:30pm-3:30pm
phone Follow up consultation with your presenters (available upon request)
school 8 Hours of Continuing education credits provided

COVID-19 onsite Safety measures

Covid-19 Safety Measures will vary based on the following factors at the time of the seminar:

  • State law
  • Hotel requirements
  • CDC and WHO recommendations
  • Comfortability of our attendees

April 7-8, 2022 | 8.00 CE Hours

Foundations for Financial Success

Speakers Brad A. Kucharo, Herman E. Freitag, III, Jonathan R. Martin
Daily Course Summary

8:00-8:30am:  Check-In/Breakfast
8:30am-12:30pm:  Half-Day Sessions (8 CE hours total)
Afternoons free to enjoy New Orleans!

Full Schedule

Thursday, April 07, 2022

8:30 AM - 12:30 PM

Foundations for Financial Success

1:30 PM - 3:30 PM
Requires RSVP

French Quarter Walking Tour

3:30 PM - 5:00 PM
Requires RSVP


Friday, April 08, 2022

8:30 AM - 12:30 PM

Foundations for Financial Success

April 7-8, 2022
 8.00 CE Hours

Foundations for Financial Success

Speakers Brad A. Kucharo, Herman E. Freitag, III, Jonathan R. Martin

Brad A. Kucharo

Presenting Foundations for Financial Success

Herman E. Freitag, III

Presenting Foundations for Financial Success

Jonathan R. Martin

Presenting Foundations for Financial Success
Covid-19 Updates for the city of new orleans

Stay up-to-date on the latest requirements throughout the city by reading the: Current Guidelines

Early Bird Deadline

Early bird rates offer over 20% savings when you register before February 7, 2022
Registration must be received 60 days prior to first day of seminar series for Early Bird rates to apply

Room Block

Room Block Closes on March 16, 2022 or when all rooms are sold

Discounted Room Rates Available

Group rates are available for attendees at a discounted rate of $329/night (plus taxes & fees). Booking details provided upon registration. 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.

Continuing Education Credits

Receive 8 continuing education credits


The Roosevelt Hotel, A Waldorf Astoria Hotel
New Orleans, LA

New Orleans Seminar Location Collage

local_offer Discounted Room Rates Available

Enjoy a discounted room rate of $329/night. Available through March 16, 2022 or when all rooms are reserved, whichever comes first. Booking details provided upon registration.

Hotel Description

For over 125 years their iconic property has represented everything that makes New Orleans one of the world's greatest destinations. From the Sazerac Restaurant, Teddy's Café or the Rooftop Pool, The Roosevelt has long been a place for visitors and locals to indulge, celebrate and be entertained. Treat yourself to an indulgent spa day or a beautifying salon treatment. Be kissed by the sun at the exclusive rooftop pool, offering unique views of New Orleans. With their legendary past and modern day luxury, your stay will be nothing short of unforgettable from the moment you enter your exquisite accommodations.

Airport Transportation

Louis Armstrong New Orleans International Airport (MSY)

Hotel is located 16 miles north of airport.

public Airport Website
place View on Google Maps
no_transfer This hotel does not provide complimentary airport transportation

Hotel Parking
  • Registered hotel guests, $47 plus tax overnight
  • Non-registered guests, $25 for up to 8 hours
  • Non-registered special event, $25
  • Trucks and vehicles with trailers priced per space they occupy overnight

Please note:
The hotel has two entrances, one on Baronne Street and one on Roosevelt Way. Valet parking is only available from the Roosevelt Way entrance.

Registration Information


Registration fee includes 2-day course (8 CE hours).

Early Bird Deadline

Early Bird rates expire February 7, 2022

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 March 28th.

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.

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, 2021 to December 31, 2023
Provider ID #211234


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