Where

The Silverado Resort & Spa
Napa Valley


When

July 19-20, 2024


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 19-20, 2024 | 8.00 CE Hours

Principles for a Successful Retirement

Speakers Jonathan R. Martin, 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 Napa Valley for a tax-deductible summer getaway. Receive the top principles needed for a successful retirement in this two-day, 8-hour presentation.


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 19, 2024
people pricing is per couple - please call if you are attending solo
local_offer Discounted room rates of $449/night (Plus Taxes & Fees) for 1-bedroom King suites - Room Block Closes June 27 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

"Taste the Valley" Wine + Dine Experience

TWO TIMELESS EXPERIENCES AND PLACES
Robert Mondavi established his namesake winery in 1966 with a vision to create Napa Valley wines that would stand in the company of the world’s finest. As the timeless winery undergoes a major transformation, the Mondavi brand has opened its doors in the heart of Napa. Arch & Tower is located in the historic, stand-alone Borreo Building sitting right along the Napa River. Celebrate the harmony of wine and food with this private, educational, multi-course meal that must be experienced to be believed. Following lunch, we will then head to Raymond Vineyards and become “Winemakers for a Day”. Learn about the art of blending, the tools and techniques used, and discover why great wines are often more than the sum of their parts. We will be split into teams of 3-4 and each team will craft (3) of our own personal blends of wine from actual barrel samples. Teams will then select their favorite from among the three blends they have created to be judged by Raymond’s team of sommeliers and wine educators. You will also leave with a bottle of custom blended wine as a souvenir!


Full Schedule

Friday, July 19, 2024

8:00 AM - 12:00 PM

Principles for a Successful Retirement

12:30 PM - 5:30 PM

"Taste the Valley" Wine + Dine Experience

Saturday, July 20, 2024

8:00 AM - 12:00 PM

Principles for a Successful Retirement

July 19-20, 2024
 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
seminar Schedule

Thursday Evening Welcome Reception: 5pm-6pm
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. For details on Friday's afternoon itinerary, view the Agenda tab.

Location

Silverado Resort & Spa
Napa, CA

A California landmark for more than 150 years, Silverado Resort is a captivating place that must be experienced. Set on 1,200 rolling acres of oak groves and vineyards in the heart of Napa Valley, Silverado Resort combines luxurious accommodations with world-class dining, full-service spa amenities, and endless recreational possibilities including two PGA championship golf courses and an award-winning tennis program.

Situated a few minutes off the famed Silverado Trail, Silverado Resort is uniquely positioned to provide guests with an authentic wine country experience. Surrounded by wineries and just outside of Downtown Napa, guests can explore both the quintessential and unexpected sides of the region.


Room Accommodations
local_offer Discounted room rates Available - Closes June 27 or when all rooms are sold

We have a discounted room block starting at $449/night (plus taxes and fees) for a 1-Bedroom Suite with a Full-Kitchen and Patio/Balcony at the Silverado Resort & Spa. Rooms are available on a first-come, first-served basis. Our block starts on Thursday, July 18 and ends on Sunday, July 21. Booking instructions are provided upon registration. The block will close on June 27 or when all rooms are sold - whichever comes first. We only have enough rooms for 20 couples so be sure to book your room immediately upon registration!


Resort Fee

A $35 fee per room, per night will be added on top of your discounted room rate and includes:

  • Complimentary Self-parking
  • Two bottles of water in guestroom
  • Unlimited wireless internet access throughout the property including meeting rooms and guestrooms
  • In-room coffee and tea
  • Tennis on 9 lighted courts
  • Pickleball on 3 lighted courts
  • Access to the fitness facility plus any of the 30 fitness classes offered weekly
  • Golf bag storage
  • Property wide transportation

Nearby Airports

Sacramento International Airport (SMF)

626 miles from hotel

San Francisco International Airport(SFO)

62 miles from hotel

Oakland International Airport (OAK)

55 miles from hotel

Santa Rosa/Sonoma County Airport (STS)

44 miles from hotel

 


Transportation & Parking

Rental cars are available at all airports. In addition, Silverado Resort works with a number of shuttle services and can assist guest with a reservation by calling their Concierge team at 707-257-5436 or 707-257-5439.

Silverado Resort offers complimentary on-site automobile and motorcycle self-parking. They do not offer RV, boat or trailer parking. They currently do not offer valet parking.


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
Course
Date
Price
Couple
Principles for a Successful Retirement
July 19-20, 2024
$3,750.00
*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
"Taste the Valley" Wine + Dine Experience
July 19, 2024
Free
Add-On Subtotal $0.00

Total $0.00

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 couple spots available!

If you are interested in our individual pricing, please call Sarah at 877.306.9780.


Early Bird Deadline

Early Bird rates expire May 19, 2024


Cancellation Policy*

30 or more days prior to event, receive future seminar credit. 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.

"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