Where

Live! by Loews Arlington
Dallas, TX


When

March 28, 2025


Course Schedule

8:00am-9:00am: Check In/Breakfast
9:00am-12:00pm: Transition Pathways: Choosing Your Exit Strategy (Part 1)
12:00pm-1:00pm: Lunch with Speakers and Fellow Attendees
1:00pm-4:00pm: Transition Pathways: Choosing Your Exit Strategy (Part 2)
4:00pm-5:00pm: Networking Reception

Evening free to attend the Rangers vs. Red Sox game at Globe Life Field!
 


query_builder Early Bird rates apply through January 27
local_offer discounted room rates available through March 6 or when full
restaurant Breakfast & Lunch Provided
local_bar Cocktail Reception at conclusion of presentation
edit_square materials provided for notetaking
phone Follow up consultation with your presenters (available upon request)
school 6 Hours of Continuing education credits provided


March 28, 2025 | 6.00 CE Hours

Transition Pathways: Choosing Your Exit Strategy

Speakers Jonathan R. Martin, T. Wade Coleman

Course description is available below. Registration fees include the presentation, breakfast, lunch, cocktail reception, CE certificate, take-home materials and a complimentary follow-up call.


Full Schedule

Friday, March 28, 2025

8:00 AM - 9:00 AM

Check-In & Breakfast

8:00 AM - 5:00 PM

Transition Pathways: Choosing Your Exit Strategy

12:00 PM - 1:00 PM

Lunch

4:00 PM - 5:00 PM

Cocktail Reception

March 28, 2025
 6.00 CE Hours

Transition Pathways: Choosing Your Exit Strategy

Speakers Jonathan R. Martin, T. Wade Coleman

Jonathan R. Martin

CPA
Presenting Transition Pathways: Choosing Your Exit Strategy

Early Bird Deadline

Early bird rates apply through January 28, 2025
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 $319/night (plus taxes and fees) at Live! By Loews Arlington, TX. Booking information is provided upon registration. Rooms are available on a first-come, first-served basis - and VERY limited. Block closes on March 6, 2025 or when all rooms are sold so don't delay! For more details on housing, please call Sarah at 877.306.9780.


Continuing Education Credits

Receive 6 CE credits


Standard Cancellation Policy*

60 or more days prior to event, receive future seminar credit or refund minus $50 processing fee. 59-30 days prior to event, receive future seminar credit. Less than 30 days prior to event, no refund or credit can be provided.

*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

Live! by Loews
Arlington, TX

local_offer Discounted room block Available at $319/night (Regular Rates Start at $449/night). Booking instructions provided after registration.
Hotel Description

Bringing an upscale hospitality experience to Arlington’s Entertainment District, this stylish resort destination offers unparalleled, easy access to Texas Rangers’ Globe Life Field, the Dallas Cowboys’ AT&T Stadium, the Esports Stadium Arlington & Expo Center, and more. With 35,000 square feet of indoor and outdoor space, our Live! by Loews - Arlington hotel is ideal for meetings and conventions, but also perfect for families, sports fans, and anyone looking for the true meaning of Texan hospitality.


Airport Transportation

Dallas Fort Worth Airport (DFW)

Hotel is located 10.2 miles from the airport (~15 min ride)

no_transfer This hotel does not provide complimentary Shuttle Service

transportation options

It's recommend you take an Uber or Lyft from the airport to the hotel.


Hotel Parking

Valet parking - $39/per car, per night.
Self-parking - $29/per car, per day (no in/out privileges)


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
Transition Pathways: Choosing Your Exit Strategy
March 28, 2025
First Attendee: $700
Each Additional: $600
*You're receiving this bonus 30% discount because you previously attended this course. Course Total $0

Registration Information


General

Registration fee includes 1-day course (6 CE hours), breakfast, lunch, and cocktail reception.


Early Bird Deadline

Early Bird rates expire January 28, 2025.


Standard Cancellation Policy*

60 or more days prior to event, receive future seminar credit or refund minus $50 processing fee. 59-30 days prior to event, receive future seminar credit. Less than 30 days prior to event, no refund or credit can be provided.

*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