The Westin Beach Resort & Spa at Frenchman’s Reef
St. Thomas, USVI


January 22-26, 2024

Session Schedule
8:30AM-12:30PM, Daily
  • Monday: Financial Management for Practice Owners

  • Tuesday: Maximizing Your Wealth

  • Wednesday: Transitions: Secrets to Success Despite All the Change

  • Thursday: Estate Planning, FLPs, and Asset Protection Strategies

  • Friday: Protecting Your Retirement

query_builder Early Bird rates apply through November 22, 2023
local_offer Discounted room rates available through January 1, 2024 or when block is full
account_balance Passport is not Required
free_breakfast Breakfast & Coffee provided each morning
local_bar Cocktail Reception During the week (RSVP required)
edit_square materials provided for Context and notetaking
question_answer Speakers available for 1:1 meetings while onsite (upon request)
phone Follow up consultation with your presenters (upon request)
school Continuing education provided (up to 20 credits)

COVID-19 onsite Safety measures

Covid-19 Safety Measures will vary based on:

  • State/National law at the time of the seminar
  • Requirements set forth by the hotel
  • Recommendations made by the CDC and WHO
  • Comfortability of our attendees

January 22-26, 2024 | 20.00 CE Hours

Achieving Financial, Tax, and Business Prosperity

Speakers Blake W. Hassan, Jonathan R. Martin, Mario G. Santiago, Roger K. Hill, Wesley W. Lyon, II
Daily Summary

7:30-8:30am:  Check-In / Breakfast
8:30am–12:30pm:  Half-Day Sessions (4 CE hours each)
Afternoons free to enjoy paradise!

This series offers 5-days of tax, finance, and business-related topics. Whether you're just starting your career, mid-stride, or nearing the finish line, this generous subject matter will help you better navigate the ever-changing dental industry steering you towards achieving financial independence. Registration includes attendance for each of the 5-day sessions. While you’ll glean valuable information from each session, you can choose those most applicable to you! RSVP for attendance will be taken in the weeks closer to the seminar date. Full itinerary with session descriptions are available below.

Full Schedule

Monday, January 22, 2024

8:30 AM - 12:30 PM

Topic: Financial Management for Practice Owners

Tuesday, January 23, 2024

8:30 AM - 12:30 PM

Topic: Maximizing Your Wealth

Wednesday, January 24, 2024

8:30 AM - 12:30 PM

Topic: Transitions: Secrets to Success Despite All the Change

5:00 PM - 7:00 PM

Cocktail Reception

Thursday, January 25, 2024

8:30 AM - 12:30 PM

Topic: Estate Planning, FLPs, and Asset Protection Strategies

Friday, January 26, 2024

8:30 AM - 12:30 PM

Topic: Protecting Your Retirement

Blake W. Hassan


Jonathan R. Martin


Mario G. Santiago


Roger K. Hill


Wesley W. Lyon, II


U.S. Passports are not required for entry.

Special Room Rates Available

Group rates are available for attendees at a discounted rate of $435/night with a discounted resort fee of $35/room (down from $65). Room types include Garden and Ocean view rooms. Rooms are available on a first-come, first-served basis. Block begins on Saturday, January 20 through Sunday, January 28. Booking instructions are provided upon registration. For more details, please call Sarah at 877.306.9780. 

Room Block Close Date

The room block will close on January 1 or when sold out. Do not delay - rooms are limited and won't last long!

Continuing education credits

Receive up to 20 credits (4 CE hours per session). Attendance is taken daily and will reflect on your CE certificate.

Early Bird Deadline

Early bird rates apply through November 22, 2023
Registration must be received 60 days prior to first day of seminar series.


The Westin Beach Resort & Spa at Frenchman's Reef
St. Thomas, USVI

local_offer Discounted room rates available

Our group rate of $435/night (plus taxes & discounted resort fee of $35/room) is available through January 1, 2024 or when all rooms are reserved, whichever comes first. Rooms are not guaranteed to all registered attendees and are on a first come, first-served basis. To make your reservation, please visit our booking page: McGill & Hill Group Room Block

Hotel Description

A brilliant beacon of the U.S. Virgin Islands, the all-new Frenchman’s Reef ($425M renovation) is perched high above the gleaming blue waters of the Caribbean Sea, boasting breathtaking views at every turn. Reimagined with an elevated sense of style inspired by the islands, they provide a world-class resort experience sure to enchant the entire family. Here, adventurers and leisure-seekers alike discover endless possibilities with inspired dining options, a luxurious full-service spa, exciting island excursions, and authentic experiences only possible in the USVI—an exotic tropical escape, with no passport needed.

No Passport Required

Frenchman’s Reef puts travelers at the heart of discovery and adventure in St. Thomas. From the moment you land at Cyril E. King Airport, you’re treated to world-class comfort and care, including complimentary car service to and from the airport. The ideal base for exploring St. Thomas, St. John, and St. Croix, as well as the British Virgin Islands, we offer an on-site activity concierge to help you plan your time in paradise: exciting water adventures, boat charters, and tours to popular local attractions and landmarks like Paradise Point, Bluebeard’s Castle, Drake’s Seat, and Fort Christian.

Airport Information

Cyril E. King Airport (STT)

Resort is located 5 miles from the airport.

public Airport Website
place View on Google Maps
no_transfer This hotel does not provide Shuttle Service

Members get 10% off.

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

Indicates events that offer CE Credit
Achieving Financial, Tax, and Business Prosperity
January 22-26, 2024
First Attendee: $1950
Each Additional: $500
*You're receiving this bonus 30% discount because you previously attended this course. Course Total $0

Your registration fee covers all 5 days of the series, including daily breakfast, session attendance, and social events for each registered attendee. For the most valuable experience, we highly recommend attending all 5 sessions. Maximum (1) additional attendee per registration.

Early Bird Deadline

Early Bird Rates expire November 22, 2023

Late/Onsite Registration

Please call Sarah at 877.306.9780 to register after January 12, 2024. Spots and materials cannot be guaranteed after this date.

Standard Cancellation Policy*

60 or more days prior to event, receive future seminar credit or refund minus $50 processing fee. Between 14-60 days of event, receive a future seminar credit. Less than 14 days prior to event, no refund or credit can be given as your attendance has already been confirmed with the hotel.

"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


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