McGill & Hill Group
Where

Marriott SouthPark
Charlotte, NC

When

November 7-8, 2025

Schedule for Friday, November 7

7:00AM-8:00AM: Check-In/Breakfast

8:00AM-12:00PM: Presentations

12:00PM-1:00PM: Lunch

1:00PM-4:00PM: Presentations

4:00PM-6:00PM: Cocktail Reception
 

Schedule for Saturday, November 8

7:00AM-8:00AM: Check-In/Breakfast

8:00AM-11:00PM: Presentations

11:00PM-12:00PM: Symposium Wrap-Up

12:00PM-2:00PM: Networking Luncheon

query_builder Early Bird rates apply through September 7
local_offer Discounted room rates available through October 16 or When Sold Out
free_breakfast Breakfast & Coffee provided each morning
restaurantLunch Provided Each AFternoon
local_bar Cocktail Reception Friday Evening
edit_square materials provided for Context and notetaking
question_answer Speakers available for 1:1 meetings while onsite (upon request)
phone Follow up consultation with your presenters (upon request)
school Continuing education provided (up to 11 CE Hours)

 

November 7-8, 2025 | 11.00 CE Hours

The Roadmap to Financial Wellness & Practice Success

Speakers Mario G. Santiago, Tyler G. Ott, Wesley W. Lyon II

Join us for an exclusive two-day Financial Wellness Symposium designed to equip doctors with the essential knowledge and strategies to build long-term financial security, optimize their practice profitability, and reach financial independence faster. This summit brings together leading experts in financial planning, tax strategy, retirement planning, investments, and practice management to provide actionable insights tailored to dental professionals. 

Day 1: Personal Wealth & Investment Strategies 

The first day focuses on personal financial planning, tax efficiency, and investment strategies to help you maximize your earnings and secure your future. Highlights include: 

  • Trump's Big, Beautiful Tax Bill - Understanding new tax laws and how they impact you. 
  • Slashing Your Taxes & Building Your Wealth - Proven strategies to keep more of what you earn.
  • Retirement Plan Design - Automate your retirement savings while reducing fiduciary risks
  • Financial Planning and Investment Fundamentals - Manage spending, improve saving, optimize portfolio growth. 

Day 2: Optimizing Your Dental Practice 

The second day shifts focus to practice profitability and operational efficiency, covering:

  • Increasing Profits & Decreasing Overhead – Practical strategies for optimizing practice revenue.
  • Creative Marketing for Patient Growth – Innovative strategies to attract and retain new patients.
  • Comprehensive Financial Planning – Integrating practice, tax, and wealth strategies for long-term success. 

Whether you're early in your career or preparing for retirement, this seminar will provide expert guidance, actionable strategies, and invaluable connections to help you take control of your financial future!

Full Schedule

Friday, November 07, 2025

7:00 AM - 8:00 AM

Check-In & Breakfast

8:00 AM - 10:00 AM

Understanding the Big, Beautiful Tax Bill

10:00 AM - 12:00 PM

Slashing Your Taxes and Building Your Wealth

12:00 PM - 1:00 PM

Lunch Buffet

1:00 PM - 2:00 PM

Retirement Plan Design: Minimize Your Fiduciary Risk

2:00 PM - 3:00 PM

How Much Do You Need? Personal Financial Planning for Doctors

3:00 PM - 5:00 PM

Cocktail Reception

Saturday, November 08, 2025

7:00 AM - 8:00 AM

Check-In & Breakfast

8:00 AM - 9:00 AM

Dental Practice Management: Increasing Profits, Decreasing Overhead

9:00 AM - 10:00 AM

Implementing Effective Accounting Processes to Minimize Headaches

10:00 AM - 11:00 AM

Increasing New Patient Flow with Creative Marketing

11:00 AM - 12:00 PM

Putting the Pieces Together: How to Implement a Successful Plan to Reach Financial Independence

12:00 PM - 2:00 PM

Networking Luncheon

Mario G. Santiago

CPA, CFP®

Tyler G. Ott

CPA, CFP®

Wesley W. Lyon II

CPA, CFP®
Special Room Rates Available

Group rates are available for attendees at a discounted rate of $169night (plus taxes and fees) through October 16, 2025 or until sold out. Rooms are available on a first-come, first-served basis. Block begins on Thursday, November 6 through Saturday, November 8. Saturday night rate is based on hotel availability. Booking instructions are provided upon registration. For more details, please call Sarah at 877.306.9780. 

Room Block Close Date

The room block will close on October 16 or when sold out. Do not delay - rooms are limited and won't last long!

Continuing education credits

Receive up to 11 credits. Attendance is taken throughout the presentations. You must be in attendance when certificates are passed out to receive credit.

Early Bird Deadline

Early bird rates apply through September 7, 2025
Registration must be received 60 days prior to first day of seminar series.

Standard Cancellation Policy*

60 or more days prior to event, receive future seminar credit or refund minus $50 processing fee. Between 14-60 days of event, receive a future seminar credit. Less than 14 days prior to event, no refund or credit can be given as your attendance has already been confirmed with the hotel.

Location

Marriott SouthPark
Charlotte, NC

local_offer Discounted room rates Are available starting at $169/night

Our group rate is available now through October 16 or when rooms are sold out. Rooms are limited and cannot be guaranteed. Booking instructions are provided upon registration. For questions, call Sarah at 877.306.9780.

Hotel Description

Find an extraordinary hotel experience in the Charlotte SouthPark neighborhood at Charlotte Marriott SouthPark. Its connected to SouthPark's Specialty Shops and located near premier dining and shopping at SouthPark Mall, Bank of America Stadium, home to the Carolina Panthers, and more. Their recently redesigned dog-friendly hotel in Charlotte, NC, provides an unparalleled location to stay and play.

Airport Transportation

Charlotte Douglas International Airport (CLT)

Charlotte SouthPark Marriott is located 12 miles from the airport.

no_transfer This hotel does not provide Shuttle Service
Alternate Transportation
Estimated Taxi Fare
$30 (one way)

Estimated Shared Ride App
$20-$40 (one way)
 
Enjoy Complimentary Self Parking
Getting here

Charlotte Marriott SouthPark
2200 Rexford Rd
Charlotte, NC 28211 

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
The Roadmap to Financial Wellness & Practice Success
November 7-8, 2025
First Attendee: $950
Each Additional: $550
*You're receiving this bonus 30% discount because you previously attended this course. Course Total $0
Continue

 

Our Recommendation

Doctors, it is highly recommended that your spouse attends this seminar with you. The content of these presentations cover many strategies and decisions that impact your overall financial situation. We find there is significant value in having spouses attend our seminars together.

Registration fee

Your registration fee covers all two days of presentations (up to 11 CE hours), including daily breakfast, lunches, cocktail reception, materials, and follow up calls with your presenters for each registered attendee. Maximum (1) additional attendee per registration. Non-registered guests are welcome to attend Friday's cocktail reception. All other meals and events will require registration.

Early Bird Deadline

Early Bird Rates expire September 7, 2025

Late/Onsite Registration

Please call Sarah at 877.306.9780 to register after November 1, 2025. Spots and materials cannot be guaranteed after this date.

Standard Cancellation Policy*

60 or more days prior to event, receive future seminar credit or refund minus $50 processing fee. Between 14-60 days of event, receive a future seminar credit. Less than 14 days prior to event, no refund or credit can be given as your attendance has already been confirmed with the hotel.

"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.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
January 1, 2021 to December 31, 2023
Provider ID #211234

McGill & Hill Group is here for you every step of the way!

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