Where

St. Julien Hotel & Spa in Boulder, CO
Denver, CO


When

June 6-8, 2024


Thursday Schedule

7:30am-8:30am: Check-In & Breakfast
8:30am-3:30pm: Doctors Approaching Retirement (6 CE Hours)
12:00pm-1:00pm: Buffet Lunch
 

Friday Schedule

7:30am-8:30am: Check-In & Breakfast
8:30am-3:30pm: Practice Transitions: Secrets to Success (6 CE Hours)
12:00pm-1:00pm: Buffet Lunch
3:30pm-5:00pm: Cocktail Reception


Saturday Schedule

7:30am-8:30am: Check-In & Breakfast
8:30am-12:30pm: Tax Saving Strategies and Legal Issues in Transitions (4 CE Hours)

Ending by lunch on Saturday so you can enjoy the remainder of your weekend in beautitful Boulder!
 


query_builder Early Bird rates valid through April 6
local_offer Discounted room rates Starting at $439/night at the St. Julien Hotel & Spa (regular rates starting at $629/night)
free_breakfast Breakfast & Coffee provided
restaurant lunch buffet for Thursday and Friday registered attendees
local_bar Cocktail Reception at conclusion of Friday's presentation for all registered attendees
edit_square materials provided for notetaking
download Presentation available for download onsite
phone Follow up consultation with your presenters (Upon request)
school Up to 16 Hours of Continuing education credits provided


June 6, 2024 | 6.00 CE Hours

Doctors Approaching Retirement

Speakers Tyler G. Ott, Wesley W. Lyon II

June 7, 2024 | 6.00 CE Hours

Practice Transitions: Secrets to Success Depsite All the Change

Speakers Jonathan R. Martin, Roger K. Hill

June 8, 2024 | 4.00 CE Hours

Tax Saving Strategies and Legal Issues in Transitions

Speakers Blake W. Hassan

Course descriptions areavailable below. Registration fee is per course though we encourage doctors within 5 years of retirement attend all 3 days. Fees include CE hours, breakfast, lunch (Thursday/Friday courses only), Friday's cocktail reception, presentation materials, and a follow-up phone call with your speakers. Saturday's course ends at 12:30PM so you can enjoy the remainder of your time in Boulder!


Full Schedule

Thursday, June 06, 2024

7:30 AM - 8:30 AM

Check In and Breakfast

8:30 AM - 3:30 PM

Doctors Approaching Retirement

12:00 PM - 1:00 PM

Lunch

Friday, June 07, 2024

7:30 AM - 8:30 AM

Check In and Breakfast

8:30 AM - 3:30 PM

Practice Transitions: Secrets to Success Depsite All the Change

12:00 PM - 1:00 PM

Lunch

3:30 PM - 5:00 PM

Cocktail Reception

Saturday, June 08, 2024

7:30 AM - 8:30 AM

Check In and Breakfast

8:30 AM - 12:30 PM

Tax Saving Strategies and Legal Issues in Transitions

June 6, 2024
 6.00 CE Hours

Doctors Approaching Retirement

Speakers Tyler G. Ott, Wesley W. Lyon II
June 7, 2024
 6.00 CE Hours

Practice Transitions: Secrets to Success Depsite All the Change

Speakers Jonathan R. Martin, Roger K. Hill
June 8, 2024
 4.00 CE Hours

Tax Saving Strategies and Legal Issues in Transitions

Speakers Blake W. Hassan

Blake W. Hassan

CPA, JD
Presenting Tax Saving Strategies and Legal Issues in Transitions



Tyler G. Ott

CPA, CFP®
Presenting Doctors Approaching Retirement

Wesley W. Lyon II

CPA, CFP®
Presenting Doctors Approaching Retirement
Early Bird Deadline

Early bird rates apply through April 6, 2024
Registration must be received 60 days prior to first day of seminar series for Early Bird rates to apply


Special Room Rates Available

Please enjoy our discounted room rate of $439/night with WAIVED RESORT FEES at St. Julien Hotel and Spa in Boulder, CO. Booking information is provided upon registration. Regular rates are starting at $629/night so don't miss this opportunity to stay at this gorgeous 4-star property during their peak summer weather! Rooms are available on a first-come, first-served basis - and VERY limited. Block closes on May 15. For more details on housing, please call Sarah at 877.306.9780.


Continuing Education Credits

Receive up to 16 credits for this series


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.

Location

St. Julien Hotel & Spa
Boulder, CO

local_offer Discounted room block Available at $439/night WITH NO RESORT FEES (Regular Rates Start at $629/night). Booking instructions provided after registration.
Hotel Description

Be in the heart of Boulder! St Julien Hotel & Spa is a four-star, four-diamond hotel with iconic views of the Flatirons in a casually elegant setting. It was designed to embrace Boulder’s independent spirit but be sophisticated and reminiscent of a hotel found in Europe, all set in the unprecedented natural splendor of the Rocky Mountains right outside its doors. With walnut floors and mahogany pillars in the lobby, to Spanish marble and intricate metalwork, no detail has been missed. It embodies the emphasis of nature and fine craftsmanship, designed with today’s contemporary simplicity. At the center of it all, but a place that lets you get away from it all. Outdoor adventures, shopping, and dining are minutes away, all year round. St. Julien offers quick access to over 250 shops and restaurants out the front door, and over 180 hiking and biking trails out the back door so you can experience everything Boulder has to offer.


Complimentary Hotel Amenities
  • High-speed internet
  • Access to Spa at St. Julien's pool and hot tub
  • Access to fitness center
  • Shuttle service within 2-mile radius of the hotel

Airport Transportation

Denver International Airport (DEN

Hotel is located 40 miles west of airport.

no_transfer This hotel does not provide complimentary Shuttle Service

transportation options

We recommend renting a car at Denver airport so you can explore the nearby parks and hiking trails at your leisure. If you would prefer to arrange a shuttle service, please contact the hotel at conciergedesk@stjulien.com to inquire about rates and availability.


Hotel Parking

Overnight Valet Parking is availble for $32/night with unlimited in/out privileges.

Registration Information


General

Registration fees are a-la-carte. While we recommend doctors within 5 years of retirement attend all 3 courses, you can pick the course that best fits your needs!


Early Bird Deadline

Early Bird rates expire April 6, 2024


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.

 


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