Where

The Chateaux Deer Valley
Park City, UT


When

February 28 - March 1, 2025


Daily Course Schedule

7:00am-9:00am:  Foundations for Financial Success

Your afternoons are free to enjoy the lodge and slopes!

4:00pm-6:00pm:  Foundations for Financial Success (continued)

Return early for après-ski!


query_builder Early Bird rates apply through December 28, 2024
local_offer Discounted room rates available Through January 14, 2025
restaurant Breakfast and Coffee provided each morning
local_bar Après ski with fellow attendees and speakers each afternoon
school 8 Hours of Continuing education credits provided
smedit_squarematerials provided for notetaking
download Presentation available for download onsite
question_answer presenters available for 1:1 meetings while onsite (upon request)
phone Follow up consultation with your presenters (available upon request)


February 28 - March 1 2025 | 8.00 CE Hours

Foundations for Financial Success

Speakers Jonathan R. Martin, Mario G. Santiago
Daily Course Summary

6:30am-7:00am: Check In/Breakfast
7:00am-9:00am: Foundations for Financial Success (daily session 1 of 2)

3:30pm-4:00pm: Après ski with fellow attendees and speakers
4:00pm-6:00pm: Foundations for Financial Success (daily session 2 of 2)

Course continues over 2 days (four 2-hour sessions) – 8 CE Hours Total


Full Schedule

Friday, February 28, 2025

7:00 AM - 9:00 AM

Foundations for Financial Success

3:00 PM - 4:00 PM

Après-Ski

4:00 PM - 6:00 PM

Foundations for Financial Success

Saturday, March 01, 2025

7:00 AM - 9:00 AM

Foundations for Financial Success

3:00 PM - 4:00 PM

Après-Ski

4:00 PM - 6:00 PM

Foundations for Financial Success

February 28 - March 1 2025
 8.00 CE Hours

Foundations for Financial Success

Speakers Jonathan R. Martin, Mario G. Santiago

Jonathan R. Martin

CPA
Presenting Foundations for Financial Success

Mario G. Santiago

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

Early bird rates apply through December 28, 2024
Registration must be received 60 days prior to first day of seminar series for Early Bird rates to apply.


Room Block Close Date

Group rates are available for attendees at a discounted rate of $599/night (plus taxes and fees)! Rooms are not guaranteed to registered attendees and are available on a first-come, first-serve basis. Rooms are extremely limited -- only one per registered family. Block closes on January 14 or when all the rooms are sold. Booking instructions are provided upon registration. For more details, please call 877.306.9780 and ask for Sarah.


Hotel cancellation Policy

Ski Season reservations require a one-night deposit at the time of booking. The remaining balance of the reservation is charged in full 30 days prior to the arrival date. 30 days prior to arrival, the full reservation amount is non-refundable. Cancellations made outside of 30 days will receive a refund of the one-night deposit.


Continuing Education Credits

Receive 8 continuing education credits

Location

The Chateaux at Deer Valley
7815 Royal St. East
Park City, UT 84060

Park City, UT photos collage

local_offer Discounted room rates starting at $599/night (Plus Taxes and Fees)

Rooms are extremely limited. Do not delay securing your accommodations this ski season!

Hotel Description

Nestled amid the majestic Park City mountains, The Chateaux Deer Valley offers exemplary service and amenities for all guests, making it a popular year-round destination. At this Forbes Four-Star luxury Park City hotel, guests take solace from the world and reconnect with nature. Mere steps from the world-renowned Deer Valley Resort, in the heart of Silver Lake Village, and a short ride to Historic Main Street, The Chateaux invites guests to experience everything this mountain town has to offer during it's peak season.

Property Highlights
  • Shuttle Service to Park City (complimentary, on-demand)
  • Outdoor Heated Pool & Hot Tub
  • Fitness Center
  • Full service spa
  • Onsite dining
  • Le Sundry (grab-n-go convenience store)
  • Ski 'N See (equipment store and rentals)
  • Ski storage

Check In/out Times
  • Check In: 4:00PM
  • Check Out: 11:00AM

Guests can request an early check-in or late check-out, subject to availability and additional fees.


Hotel Cancellation Policy

Ski Season reservations require a one-night deposit at the time of booking. The remaining balance of the reservation is charged in full 30 days prior to the arrival date. 30 days prior to arrival, the full reservation amount is non-refundable. Cancellations made outside of 30 days will receive a refund of the one-night deposit.


Parking

Overnight parking is available in the on-site, heated, secure parking garage for $30/night.


Airport Transportation

Salt Lake City International Airport (SLC)

Hotel is located approximately 38 miles from airport.

public Airport Website
phone 801.575.2400
place View on Google Maps
directions_bus Airport Transportation

Salt Lake City International Airport is an easy 45-minute ride from The Chateaux Deer Valley. Guests can arrange a variety of transportation options to and from the airport with the help of their Concierge team, including options like a shared van service, private car, taxi, Lyft, or Uber.


Alternate Transportation

Estimated RideShare: $100 (one way)


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
Doctor
Spouse
Staff/Guest
Foundations for Financial Success
February 28 - March 1 2025
First Attendee: $980
Each Additional: $670
*You're receiving this bonus 30% discount because you previously attended this course. Course Total $0

Registration Information


General

Course registration is for 2-days (four total sessions - a morning and afternoon session each day!)


Early Bird Deadline

Early Bird Rates expire December 28, 2024


Late/Onsite Registration Fee

$50 per course, per attendee for registrations received within 10 days of seminar series start date.


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

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