McGill & Hill Group
Where

Boston Park Plaza
Boston, MA

When

September 15-16, 2023

Visit the treasure trove of Americana! A quintessential blend of colonial history and cutting edge innovation - it's the perfect location for our Foundations for Financial Success course. Our experts will educate and inspire you with their blend of tax, business, and finance strategies to engineer a profitable career that leads to a successful retirement.

Course Schedule

8:00am-8:30am: Check In/Breakfast
8:30am-12:30pm: Half-Day Sessions (8 CE Hours Total)
Afternoons free to enjoy Boston!

query_builder Early Bird rates when you register before July 15
local_offer Discounted room rates available through August 24 or when block is full
fr
free_breakfast Breakfast & Coffee provided each morning
local_bar Cocktail Reception on Friday evening
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 the following factors at the time of the seminar:

  • State law
  • Hotel requirements
  • CDC and WHO recommendations
  • Comfortability of our attendees
September 15-16, 2023 | 8.00 CE Hours

Foundations for Financial Success

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
 

Full Schedule

Friday, September 15, 2023

8:30 AM - 12:30 PM

Foundations for Financial Success

5:00 PM - 6:30 PM

Cocktail Reception

Saturday, September 16, 2023

8:30 AM - 12:30 PM

Foundations for Financial Success

September 15-16, 2023
 8.00 CE Hours

Foundations for Financial Success

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

Jonathan R. Martin

CPA
Presenting Foundations for Financial Success

Wesley W. Lyon, II

CPA, CFP®
Presenting Foundations for Financial Success
Early Bird Deadline

Early bird rates apply when you register before July 14

discounted Room Rates Available

Group rates are available for attendees at a discounted rate of $289/night! 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

Boston Park Plaza
Boston, MA

local_offer Discounted room rates available for $289/night

$289/night is available through August 24, 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

Boston Park Plaza is so much more than a hotel. They are a Boston icon that is as much a part of the city’s heritage as the Boston Tea Party and the annual Head of the Charles Regatta. They offer an experience that is truly one-of-a-kind, a place where you can enjoy a richly textured and profoundly memorable taste of the real Boston.

Following a landmark renovation, this hotel, Boston Park Plaza offers guests all the charisma and deeply individual charm of a historic hotel with the effortless comforts of a new one. Once again a destination unto itself, the hotel offers incomparable proximity to everything that makes Boston a treasured destination. They are one of the most sought-after hotels near Boston Common and enjoy an ideal location among the hotels in downtown Boston, just steps away from the Public Garden, Theater District and many of the city’s most popular historical sites.

Parking

Valet Parking Entrance: 34 Columbus Ave, Boston MA 02116

Valet Parking: $65/night

Directions & Transportation

50 Park Plaza at Arlington Street
Boston, MA 02116-3912

Boston Park Plaza is within easy reach at just 6.5 miles from Boston Logan International Airport

Members get 10% off.

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

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Foundations for Financial Success
September 15-16, 2023
First Attendee: $980
Each Additional: $870
*You're receiving this bonus 30% discount because you previously attended this course. Course Total $0
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Registration Information

General

Registration fee includes 2-day course (8 CE hours), daily breakfast, cocktail reception, 1:1 onsite meetings, follow-up call, PDF of presentations to review at any time.

Early Bird Deadline

Early Bird rates expire July 15, 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
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