McGill & Hill Group
Where

Andaz Scottsdale Resort & Bungalows
Scottsdale, AZ

When

October 24-25, 2025

The intended audience for this seminar are doctors (and their spouses) who have sold their practice. Doctors who have not yet sold their practice should review our Retirement, Transition, and Legal Strategies Series in June or our Achieving Financial, Tax, and Business Prosperity Series in February. If those dates or locations do not work for you, you will still learn beneficial information at this seminar, but it will not assist you in structuring your retirement plan. 

Friday Schedule

7:30am-8:30am: Check-In & Breakfast
8:30am-12:30pm: Presentation
5:00pm-6:30pm: Cocktail Reception


Saturday Schedule

7:30am-8:30am: Check-In & Breakfast
8:30am-12:30pm: Presentation
 

Afternoons free to enjoy resort amenities or explore Scottsdale!
 

query_builder Early Bird rates valid through April 25
local_offer Discounted room rates Starting at Only $439/night
night_shelter Waived Resort fees
free_breakfast Breakfast & Coffee provided
local_bar Cocktail Reception on friday evening for attendees & guests
edit_square materials provided for notetaking
phone Follow up consultation with your presenters (Upon request)
school 8 Hours of Continuing education credits provided

October 24-25, 2025 | 8.00 CE Hours

Retiring Well: Maximize Income and Minimize Taxes

Speakers Blake W. Hassan, Mario G. Santiago, Wesley W. Lyon II

The intended audience for this seminar are doctors (and their spouses) who have sold their practice. Doctors who have not yet sold their practice should review our Retirement, Transition, and Legal Strategies Series in June or our Achieving Financial, Tax, and Business Prosperity Series in February. If those dates or locations do not work for you, you will still find beneficial information in this seminar, but it will not assist you in structuring your retirement plan.

Friday Schedule

7:30am-8:30am: Check-In & Breakfast
8:30am-12:30pm: Presentation
5:00pm-6:30pm: Cocktail Reception


Saturday Schedule

7:30am-8:30am: Check-In & Breakfast
8:30am-12:30pm: Presentation

Registration fee includes the 8-hour presentation, daily breakfast, cocktail reception, CE certificate, take-home materials and a complimentary follow-up call or onsite meeting.

Full Schedule

Friday, October 24, 2025

7:30 AM - 8:30 AM

Check-In & Breakfast

8:30 AM - 12:30 PM

Retiring Well: Maximize Income and Minimize Taxes

5:00 PM - 6:30 PM

Cocktail Reception

Saturday, October 25, 2025

7:30 AM - 8:30 AM

Check-In & Breakfast

8:30 AM - 12:30 PM

Retiring Well: Maximize Income and Minimize Taxes

October 24-25, 2025
 8.00 CE Hours

Retiring Well: Maximize Income and Minimize Taxes

Speakers Blake W. Hassan, Mario G. Santiago, Wesley W. Lyon II

Blake W. Hassan

CPA, JD
Presenting Retiring Well: Maximize Income and Minimize Taxes

Mario G. Santiago

CPA, CFP®
Presenting Retiring Well: Maximize Income and Minimize Taxes

Wesley W. Lyon II

CPA, CFP®
Presenting Retiring Well: Maximize Income and Minimize Taxes
Early Bird Deadline

Early bird rates apply through August 25, 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 $439/night at the Grove Park Inn. Booking information is provided upon registration. Rooms are available on a first-come, first-served basis - and VERY limited. Block closes on July 3, 2025 or when sold out. For more details on housing, please call Sarah at 877.306.9780.

Continuing Education Credits

Receive 8 CE credits for this course. You must be in attendance throughout the majority of the presentations and present when certificates are passed out at the end of Day 2 in order to receive CE credit.

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

Andaz Scottsdale Resort & Bungalows
Scottsdale, AZ

local_offer Discounted room rates available for $439/night + Waived Resort Fees

$439/night is available through October 2, 2025 or when all rooms are reserved, whichever comes first. If you have questions about rates, dates, or availability, call Sarah at 877.306.9780. Booking details are provided upon registration or in advance by request.

Hotel Description

Tucked among 23 secluded acres in?the shadow of Camelback Mountain, Andaz Scottsdale is a luxury resort hotel inside a desert oasis, perfect for a wellness retreat. Featuring 185 spacious bungalows and suites, three luxurious pools,?renowned dining, the Palo Verde Spa and more—Andaz Scottsdale Resort allows you to?chase whatever?stirs?your soul.

Parking

Valet Parking: $35 for overnight guests
Self-Parking: $23 for overnight guests

Nearest Airport

Phoenix Sky Harbor International Airport (PHX)
11 miles from the resort

Transportation

This resort does not offer an airport shuttle. We recommend renting a car so you can enjoy the surrounding areas! If you prefer to enjoy the resort for the majority of your stay, Uber or Lyft are available from the airport and in the Scottsdale area.

Members get 10% off.

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

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Indicates events that offer CE Credit
Course
Date
Price
Doctor
Spouse
Staff/Guest
Retiring Well: Maximize Income and Minimize Taxes
October 24-25, 2025
First Attendee: $950
Each Additional: $450
*You're receiving this bonus 30% discount because you previously attended this course. Course Total $0
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Registration Information

General

Registration fees include Friday & Saturday Breakfast, Cocktail Reception, Presentation, 8-Hours of CE, Materials, Follow-Up Call or Onsite Meeting with Speakers.

Early Bird Deadline

Early Bird rates expire August 25, 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
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The McGill & Hill Group LLC
Nationally Approved PACE Program Provider for FAGD/MAGD credit.
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January 1, 2021 to December 31, 2023
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