Where

Arizona Biltmore Resort
Phoenix, AZ


When

January 13-14, 2023


Friday Schedule

8:00am-8:30am: Check In/Breakfast
8:30am-12:30pm: Half-Day Session (8 CE Hours Total)
4:30pm-6:30pm: Cocktail Reception (Non-registered Guests Welcome!)


Saturday Schedule

8:00am-8:30am: Check In/Breakfast
8:30am-12:30pm: Half-Day Session (8 CE Hours Total)
12:30pm-2:00pm: Roundtable Luncheon (Registered Attendees Only)


query_builder Early Bird rates end on November 13
local_offer Discounted room rates available through December 20 or when sold out
free_breakfast Breakfast & Coffee provided each morning
local_bar Cocktail Reception on Friday
restaurant Roundtable Luncheon on Saturday
smartphone Mobile event app with your itinerary, Presentations, and more!
question_answer presenters available for 1:1 meetings while onsite (upon request)
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

January 13-14, 2023 | 8.00 CE Hours

Principles for a Successful Retirement

Speakers Jonathan R. Martin, Wesley W. Lyon, II
Friday Schedule

8:00am-8:30am: Check In/Breakfast
8:30am-12:30pm: Half-Day Session (8 CE Hours Total)
4:30pm-6:00pm: Cocktail Reception (Non-registered Guests Welcome!)

 
Saturday Schedule

8:00am-8:30am: Check In/Breakfast
8:30am-12:30pm: Half-Day Session (8 CE Hours Total)
12:30pm-2:00pm: Roundtable Luncheon (Registered Attendees Only)


Full Schedule

Friday, January 13, 2023

8:30 AM - 12:30 PM

Principles for a Successful Retirement

4:30 PM - 6:00 PM

Cocktail Reception

Saturday, January 14, 2023

8:30 AM - 12:30 PM

Principles for a Successful Retirement

12:30 PM - 2:00 PM
Requires RSVP

Roundtable Luncheon

January 13-14, 2023
 8.00 CE Hours

Principles for a Successful Retirement

Speakers Jonathan R. Martin, Wesley W. Lyon, II

Jonathan R. Martin

CPA
Presenting Principles for a Successful Retirement

Wesley W. Lyon, II

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

Early bird rates when you register before November 13, 2022
Registration must be received 60 days prior to first day of seminar series for Early Bird rates to apply


discounted Room Rates Available

Group rates are available for attendees at a discounted rate of $449/night and waived resort fees (normally $45/day)! Rooms are not guaranteed to registered attendees and are available on a first-come, first-serve basis. Booking instructions are provided upon registration. For more details, please call 877.306.9780 and ask for Sarah.


CONTINUING EDUCATION CREDITS

Receive 8 continuing education credits

Location

The Arizona Biltmore, A Waldorf Astoria Resort
Phoenix, AZ

Arizona Biltmore seminar destination collage

local_offer Discounted room rates available

Enjoy a discounted room rate of $449/night and no resort fee! Available through December 20, 2022 or when all rooms are reserved, whichever comes first. Booking details are provided upon registration. For more details, please call 877.306.9780 and ask for Sarah.

Don’t miss out on additional discounts if you book within the McGill & Hill Group room block:

  • Daily Resort Fee is waived for guests who book in our room block (normally $45/day)

    • Resort Fee includes unlimited internet access in guest rooms, fitness center access and classes; Biltmore Golf replay; 1-hour bicycle usage; 2 bottled waters daily; lawn games; access to The Twist water slides; PressReader.

Hotel Description

The Arizona Biltmore was reimagined with two key concepts in mind: reviving the best of our past and creating new delight for the discerning guest of today. From fresh dining experiences and their adults-only Saguaro Pool, to new venues like The Spire Bar and the incredible Tierra Luna Spa, they are so proud to now introduce this cherished icon to its next chapter of magical possibilities. You're invited to explore, to discover, to feel inspired. And, above all else, to have a truly wonderful time.


Airport Transportation

Phoenix Sky Harbor International Airport (PHX)

Hotel is located 8 miles north of airport.

public Airport Website
place View on Google Maps
no_transfer This hotel does not provide Shuttle Service

Alternate Transportation
Estimated Ride Share Cost
$40 (one way)
Hotel Transportation Services
From arriving at the Arizona Biltmore from Phoenix Sky Harbor International Airport, to getting around town in style, Arizona Biltmore's concierge will be happy to arrange a rental, or black car service. Please contact the concierge at 602-8955-6600 ext 7000 or email PHXBM.Concierges@waldorfastoria.com to book transportation services.

Hotel Parking
Self Parking
$23/night

Valet Parking
$30/night

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/Guest
Principles for a Successful Retirement
January 13-14, 2023
First Attendee: $1050
Each Additional: $870
*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/Guest
Roundtable Luncheon
January 14, 2023
Free
Add-On Subtotal $0.00

Total $0.00

Registration Information


General

Registration fee includes 2-day course (8 CE hours), cocktail reception, and roundtable luncheon.


Early Bird Deadline

Early Bird rates expire November 13, 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 January 10th.


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.

"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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