Where

Fairmont Sonoma Mission & Spa
Sonoma, CA


When

July 21-22, 2023


Experience the embodiment of stunning countryside scenery while you wine & dine during our two-day CE seminar. This inspiring couples program for doctors offers you the chance to learn the principles for a successful retirement while you sip and savor the best of wine country!


July 21-22, 2023 | 0.00 CE Hours

Principles for a Successful Retirement

Speakers Roger K. Hill, Wesley W. Lyon II
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

12:45 PM - 4:45 PM

Sonoma Wine + Dine Experience

Saturday, July 22, 2023

8:00 AM - 12:00 PM

Principles for a Successful Retirement

July 21-22, 2023
 0.00 CE Hours

Principles for a Successful Retirement

Speakers Roger K. Hill, Wesley W. Lyon II

Roger K. Hill

MSA, ASA
Presenting Principles for a Successful Retirement

Wesley W. Lyon II

CPA, CFP®
Presenting Principles for a Successful Retirement
seminar Schedule

Thursday Evening Welcome Reception: 6pm-7pm
Friday/Saturday Check In/Breakfast: 7:00am-8:00am
Friday/Saturday Sessions: 8:00am-12:00pm (8 CE hours total)
Friday Afternoon Wine + Dine Experience*: 12:30pm-5:30pm

*Included in the couples package registration fee. More details available on the Agenda tab.

Location

Fairmont Sonoma Mission Inn & Spa
Sonoma, CA

Experience the Best of California Wine Country at Fairmont Sonoma Mission Inn & Spa – Sonoma’s premier destination resort. The Inn boasts geothermal fed mineral pools, farm to table dining, and access to championship golf at neighboring Sonoma Golf Club. Located just an hour north of San Francisco, the resort has been catering to discerning travelers for decades. 

The iconic AAA Four-Diamond Fairmont Sonoma Mission Inn & Spa provides an impeccable setting to relish the enviable Sonoma lifestyle. Like the Native Americans who revered the site as a sacred healing ground, you’ll live in harmony with nature through vast open spaces, beautifully landscaped grounds, majestic redwood trees and inspiring sunsets.


Room Accommodations
local_offer Discounted room rates Available - Closes June 29 or when all rooms are sold

We have a discounted room block starting at $549/night (plus a reduced resort fee of $30/night) at the Fairmont Sonoma Mission & Spa. Rooms are available on a first-come, first-served basis. Our block starts on Thursday, July 20 and ends on Sunday, July 23. Booking instructions are provided upon registration. The block will close on June 29 or when all rooms are sold - whichever comes first.


Hotel Amenities

The reduced resort fee of $30/night includes:

  • Self-Parking
  • Guest Room Internet
  • 24/7 access to gym and fitness studio
  • Use of bicycles, based on availability
  • Coffee and Tea in the lobby 7am to 11am
  • Lawn Games
  • Welcome Bottle of Wine (in-room)
  • Daily wine tastings from 4:30pm-5:30pm
  • Onsite shuttle service to Sonoma Plaza and Sonoma Golf Course

Nearby Airports

Sacramento International Airport (SMF)

74 miles from hotel

San Francisco International Airport(SFO)

58 miles from hotel

Oakland International Airport (OAK)

59 miles from hotel

Santa Rosa/Sonoma County Airport (STS)

27 miles from hotel

IMPORTANT UPDATE
Registration is closed.


General

Your tax-deductible registration is per couple and includes course fee, Thursday's welcome reception, daily breakfast and coffee, Friday's Wine + Dine Experience (transportation included), 1:1 consultation with the speaker of your choice, access to the PowerPoint presentations plus additional amenities outlined on the overview page. Special offers such as loyalty vouchers, repeat discounts, or gift certificates do not apply to this seminar. Members of The McGill Advisory will still receive their 10% discount when they login to register.

Registration is limited - only 20  1 couple spots available!

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 21, 2023


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 this 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.


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