McGill & Hill Group
Where

The Charleston Place
Charleston, SC

When

October 6-7, 2023

Friday Schedule

8:00am-8:30am: Check In/Breakfast
8:30am-12:30pm: Half-Day Session
5:00pm-6:30pm: Cocktail Reception (Guests Welcome!)


Saturday Schedule

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

query_builder Early Bird rates - SAVE when you register before August 5
local_offer Discounted room rates available through September 5 or when block is full
free_breakfast Breakfast & Coffee provided each morning
local_bar Cocktail Reception on Friday evening
restaurant Roundtable Luncheon on Saturday
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

COVID-19 onsite Safety measures

Covid-19 Safety Measures will vary based on:

  • State law at the time of the seminar
  • Requirements set forth by the hotel
  • Recommendations made by the CDC and WHO
  • Comfortability of our attendees
October 6-7, 2023 | 8.00 CE Hours

Principles for a Successful Retirement

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

7:30am-8:30am: Check In/Breakfast
8:30am-12:30pm: Half-Day Session
5:00pm-6:30pm: Cocktail Reception (Guests Welcome!)


Saturday Schedule

7:30am-8:30am: Check In/Breakfast
8:30am-12:30pm: Half-Day Session
12:30pm-2:00pm: Roundtable Luncheon (Registered Attendees Only)

Full Schedule

Friday, October 06, 2023

8:30 AM - 12:30 PM

Principles for a Successful Retirement

5:00 PM - 6:30 PM

Cocktail Reception

Saturday, October 07, 2023

8:30 AM - 12:30 PM

Principles for a Successful Retirement

12:30 PM - 2:00 PM

Roundtable Luncheon

October 6-7, 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 apply when you register before August 5

discounted Room Rates Available

Group rates are available for attendees at a discounted rate of $449/night! 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 Charleston Place, Historic Downtown Hotel
Charleston, SC

Belmond Charleston Place Hotel - Charleston, SC

local_offer Discounted room rates available for $449/night

$449/night is available through September 5, 2023 or when all rooms are reserved, whichever comes first. If you have questions about rates, date, or availability, call Sarah at 877.306.9780. Booking information is provided upon registration.

Hotel Description

Feel like a part of this great Southern city. Located at the very heart of downtown Charleston, in the historic district and within walking distance of all the major attractions, The Charleston Place is the perfect base for a city adventure. They effortlessly blend gentility and old-world charm with a leading-edge spa and innovative cuisine. Stay here and find an endless choice of things to do. Whether relaxing by the pool, being pampered in the spa, dining in the award-winning Charleston Grill or browsing the exclusive boutiques, every moment is one to cherish.

Parking

Self Parking: $30/night
Valet Parking: $45/night

Directions & Transportation

205 Meeting Street
Charleston, South Carolina 29401

The Charleston Place is within easy reach. You’ll find us...

  • 13 miles from Charleston International Airport (CHS)
  • 114 miles from Columbia, SC
  • 105 miles from Savannah, GA
  • 209 miles from Charlotte, NC

Self parking and valet are available, as well as airport transfers; contact the hotel for details.

Members get 10% off.

Already a member with The McGill Advisory? Log in to receive your 10% member discount!

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Indicates events that offer CE Credit
Course
Date
Price
Doctor
Spouse
Staff/Guest
Principles for a Successful Retirement
October 6-7, 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
Cocktail Reception
October 06, 2023
Free
Roundtable Luncheon
October 07, 2023
Free
Add-On Subtotal $0.00

Total $0.00

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Registration Information

General

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

Early Bird Deadline

Early Bird rates expire August 5, 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 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
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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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