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 closed!

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.

Friday's Itinerary:
12:45PM-1:00PM
We will be transported from the inn to our first destination!

1:00PM-3:00PM
Enjoy a delicious lunch and wine pairing on the patio at El Dorado Kitchen in Downtown Sonoma. El Dorado Kitchen serves award winning cuisine crafted with local, seasonal ingredients from Executive Chef Armando Navarro This casual, yet sophisticated location is the ultimate location for exclusive parties Fresh oysters and seafood, specialty Waygu beef, farm raised chicken and seasonal produce headline their daily custom menus Tilted toward local Sonoma and Napa wineries, the robust wine list is a tour through California wine country with more than 200 hand picked selections.

3:15PM-4:30PM
Next, we will travel a quick 17-minutes to the gorgeous Viansa Winery for a private tasting. Viansa was born from a family legacy instrumental in establishing California as a world renowned wine region They combine Northern Italian winemaking tradition from family’s roots in Lucca with the rich natural environment of the Sonoma Valley Founded in 1990 by Sam Vicki Sebastiani Viansa is as an ode to the Sebastiani family's deep roots in both Tuscany and the Sonoma Valley Now under the management of sons Chris and Jon, Viansa continues to be a standout destination
for Italian varietal wines and warm hospitality. Once complete you can enjoy free time exploring the grounds until it's time to return to the bus.

4:30PM-4:45PM
We will return to the inn just in time to enjoy their complimentary daily wine tasting (4:30PM-5:30PM) where you can continue mingling with your speakers and fellow attendees until it's time for your personal 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

Full Schedule

Friday, July 21, 2023

8:00 AM - 12:00 PM

Principles for a Successful Retirement

Unfortunately, there aren’t any second chances 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 blueprint that will help you approach your transition, and this next phase of your life, with confidence. By the completion of this course, you will be able to:

• Determine when you can afford to retire
• Select appropriate Social Security timing to maximize benefits
• Recognize when and how to take retirement plan and IRA distributions
• Identify simple ways to increase your practice’s marketability leading up to a transition
• Decide how to position your practice to optimize your transition outcome
• Apply methods to reduce taxes on the sale of your practice
• Evaluate the pros and cons of various transition alternatives

12:45 PM - 4:45 PM

Sonoma Wine + Dine Experience

12:45PM-1:00PM
We will be transported from the inn to our first destination!

1:00PM-3:00PM
Enjoy a delicious lunch and wine pairing on the patio at El Dorado Kitchen in Downtown Sonoma. El Dorado Kitchen serves award winning cuisine crafted with local, seasonal ingredients from Executive Chef Armando Navarro This casual, yet sophisticated location is the ultimate location for exclusive parties Fresh oysters and seafood, specialty Waygu beef, farm raised chicken and seasonal produce headline their daily custom menus Tilted toward local Sonoma and Napa wineries, the robust wine list is a tour through California wine country with more than 200 hand picked selections.

3:15PM-4:30PM
Next, we will travel a quick 17-minutes to the gorgeous Viansa Winery for a private tasting. Viansa was born from a family legacy instrumental in establishing California as a world renowned wine region They combine Northern Italian winemaking tradition from family’s roots in Lucca with the rich natural environment of the Sonoma Valley Founded in 1990 by Sam Vicki Sebastiani Viansa is as an ode to the Sebastiani family's deep roots in both Tuscany and the Sonoma Valley Now under the management of sons Chris and Jon, Viansa continues to be a standout destination
for Italian varietal wines and warm hospitality. Once complete you can enjoy free time exploring the grounds until it's time to return to the bus.

4:30PM-4:45PM
We will return to the inn just in time to enjoy their complimentary daily wine tasting (4:30PM-5:30PM) where you can continue mingling with your speakers and fellow attendees until it's time for your personal dinner plans.

Saturday, July 22, 2023

8:00 AM - 12:00 PM

Principles for a Successful Retirement

Unfortunately, there aren’t any second chances 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 blueprint that will help you approach your transition, and this next phase of your life, with confidence. By the completion of this course, you will be able to:

• Determine when you can afford to retire
• Select appropriate Social Security timing to maximize benefits
• Recognize when and how to take retirement plan and IRA distributions
• Identify simple ways to increase your practice’s marketability leading up to a transition
• Decide how to position your practice to optimize your transition outcome
• Apply methods to reduce taxes on the sale of your practice
• Evaluate the pros and cons of various transition alternatives