Where

Archer Hotel Napa
Napa Valley


When

July 22-23, 2022


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 with our one-and-only couples seminar. Join us in Napa Valley for a tax-deductible summer getaway.

PLUS - We are introducing a NEW course - exclusive to this seminar location! Receive the top principles needed for a successful retirement in this two-day, 8-hour presentation.

Registration is limited - only 5 couple spots left!


seminar Schedule

Daily Check In/Breakfast: 7:30am-8:00am
Friday/Saturday Sessions: 8:00am-12:00pm (8 CE hours total)
Friday Afternoon Winery Experience: 12:30pm-5:30pm


query_builder Early Bird rates apply through May 22, 2022
people pricing is per couple - please call if you are attending solo
local_offer Discounted room rates Available - Closes June 20 or when sold Out
smartphone Mobile event app with your itinerary, Presentations, and more!
free_breakfast Breakfast & Coffee provided each morning
wine_bar Friday afternoon "Taste the valley" wine + dine experience
question_answer presenters available for 1:1 meetings while onsite (upon request)
phone Follow up consultation with your presenters (upon request)
school 8 Hours of Continuing education credits provided

Bonus SEminar Activity

"Taste the Valley" Wine + Dine Experience

At the conclusion of our session on Friday afternoon, join us for an afternoon of wining and dining across the valley. We will be picked up outside the Archer Hotel and transported to Bottega for a family-style Italian 3-course lunch paired perfectly with a Sparkling Wine Sabering lesson and a Sommelier Wine Pairing education. After lunch, we will be transported to HALL Winery for a private tour led by a professional winery guide and then a seated tasting flight of award-winning Cabernet Sauvignons. We will return to the hotel by 5:30pm, just in time for your dinner plans!


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

July 22-23, 2022 | 8.00 CE Hours

Principles for a Successful Retirement

Speakers T. Wade Coleman, Wesley W. Lyon, II
seminar Schedule

Daily Check In/Breakfast: 7:30am-8:00am
Friday/Saturday Sessions: 8:00am-12:00pm (8 CE hours total)
Friday Afternoon Winery Experience*: 12:30pm-5:30pm

*At the conclusion of our session on Friday afternoon, join us for an afternoon of wining and dining across the valley. We will be picked up outside the Archer Hotel and transported to Bottega for a family-style Italian 3-course lunch paired perfectly with a Sparkling Wine Sabering lesson and a Sommelier Wine Pairing education. After lunch, we will be transported to HALL Winery for a private tour led by a professional winery guide and then a seated tasting flight of their award-winning Cabernet Sauvignons. We will return to the hotel by 5:30pm, just in time for your dinner plans!


Full Schedule

Friday, July 22, 2022

8:00 AM - 12:00 PM

Principles for a Successful Retirement

12:30 PM - 5:30 PM

"Taste the Valley" Wine + Dine Expereince

Saturday, July 23, 2022

8:00 AM - 12:00 PM

Principles for a Successful Retirement

July 22-23, 2022
 8.00 CE Hours

Principles for a Successful Retirement

Speakers T. Wade Coleman, Wesley W. Lyon, II

T. Wade Coleman

JD
Presenting Principles for a Successful Retirement

Wesley W. Lyon, II

CPA, CFP®
Presenting Principles for a Successful Retirement
Early Bird Deadline

Early bird rates applied through May 22, 2022
Registration must be received 60 days prior to first day of seminar series for Early Bird rates to apply


Pricing

Pricing is per couple. If your significant other isn't attending the course, please call to register.


limited spots available

Registration is limited - only 5 couple spots left!


Room Block

We have a discounted room block starting at $429/night at the Archer Hotel in Downtown Napa. Rooms are available on a first-come, first-served basis. Our block starts on Wednesday, July 20 and ends on Sunday, July 24. Booking instructions are provided upon registration. The block will close on June 20 or when all rooms are sold - whichever comes first.


Continuing Education Credits

Receive 8 continuing education credits


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
Location

Archer Hotel Napa
Napa, California

Napa Valley Photo Collage

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
local_offer Discounted room rates Available - Closes June 20 or when all rooms are sold

We have a discounted room block starting at $429/night at the Archer Hotel in Downtown Napa. Rooms are available on a first-come, first-served basis. Our block starts on Wednesday, July 20 and ends on Sunday, July 24. Booking instructions are provided upon registration. The block will close on June 20 or when all rooms are sold - whichever comes first.


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

  • Complimentary in-room Nespresso coffee experience

  • $20 Drink + Dine credit

  • Waived resort fees


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
Principles for a Successful Retirement
July 22-23, 2022
$2,500.00
*You're receiving this bonus 30% discount because you previously attended this course. Course Total $0

Registration Information


General

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

Registration is limited - only 25 couple spots available! NOW ONLY 5 SPOTS LEFT!

If you are interested in our individual pricing or a Graduate of McGill & Hill Group, please call Sarah at 877.306.9780.


Early Bird Deadline

Early Bird rates expire May 22, 2022


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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