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 Sonoma County for a tax-deductible summer getaway. Receive the top principles needed for a successful retirement in this two-day, 8-hour presentation.

Registration is limited - only  20 11 couple spots available! Enjoy this tax-deductible package while it lasts!

seminar Schedule

Thursday Evening Welcome Reception: 6pm-7pm
Friday/Saturday Breakfast: 7:00am-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 21, 2023

people pricing is per couple - please call if you are attending solo

local_offer Discounted room rates Available - Closes June 29 or when sold Out

free_breakfast Breakfast & Coffee provided each morning

nightlife Thursday Evening Welcome Reception

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

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 Fairmont Hotel for an afternoon of the best food and wine Sonoma has to offer. This event is included in your tax-deductible registration fee. More detailing coming soon!

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

Full Schedule

Friday, July 21, 2023

8:00 AM - 12:00 PM

Principles for a Successful Retirement

You’ll face more decisions in the last few years of practice than at any other time throughout your career, and these decisions will be some of the most important you’ll ever make. And unfortunately, there aren’t any mulligans when retiring and selling your practice. Since most doctors need the income generated from the sale of their practice to take them over the finish line into financial independence, you can’t afford to get it wrong. Ensure a successful retirement by learning the leading-edge strategies needed to develop a well-designed game plan that will help you approach your transition, and this next phase of your life, with confidence.

Key topics include:

• When can you actually afford to retire?
• Easy ways of increasing your practice marketability leading up to a transition.
• Pros and cons of various alternative transitions: selling to a DSO versus an individual doctor.
• How to position your practice to optimize your transition outcome.
• Methods to reduce taxes on the sale of your practice. Meeting cash flow needs in retirement.
• When and how to take retirement plan and IRA distributions.
• Social security timing to maximize benefits.

Saturday, July 22, 2023

8:00 AM - 12:00 PM

Principles for a Successful Retirement

You’ll face more decisions in the last few years of practice than at any other time throughout your career, and these decisions will be some of the most important you’ll ever make. And unfortunately, there aren’t any mulligans when retiring and selling your practice. Since most doctors need the income generated from the sale of their practice to take them over the finish line into financial independence, you can’t afford to get it wrong. Ensure a successful retirement by learning the leading-edge strategies needed to develop a well-designed game plan that will help you approach your transition, and this next phase of your life, with confidence.

Key topics include:

• When can you actually afford to retire?
• Easy ways of increasing your practice marketability leading up to a transition.
• Pros and cons of various alternative transitions: selling to a DSO versus an individual doctor.
• How to position your practice to optimize your transition outcome.
• Methods to reduce taxes on the sale of your practice. Meeting cash flow needs in retirement.
• When and how to take retirement plan and IRA distributions.
• Social security timing to maximize benefits.