Any Age, Any Stage 5-Day Seminar

Course Details

Achieving Financial, Tax, and Business Prosperity

This series offers 5-days of tax, finance, and business-related topics. Whether you’re just starting your career, mid-stride, or nearing the finish line, this generous subject matter will help you better navigate the ever-changing dental industry steering you towards achieving financial independence. Registration includes attendance for each of the 5-day sessions. While you’ll glean valuable information from each session, you can choose those most applicable to you! RSVP for attendance will be taken in the weeks closer to the seminar date. Full itinerary with session descriptions are available below.

Daily Summary: 

• 7:30-8:30am:  Check-In / Breakfast
• 8:30am–12:30pm:  Half-Day Sessions (4 CE hours each)
• Afternoons free to enjoy paradise!

Full Schedule

Monday, February 09, 2026

8:30am – 12:30pm
Financial Management for Practice Owners 

Join the 5% of dentists who can afford to retire at age 65. Using these winning financial strategies, you can develop a game plan to increase your net worth, reach financial freedom, and reduce stress. This hard-hitting program contains “inside information” that you simply can’t find elsewhere – gleaned from over 30 years of working exclusively with the dental profession. Highlights include:

• Creative strategies to slash taxes
• Practice building and overhead control to boost profitability
• Winning saving and debt reduction strategies
• How to cut children’s educational costs by 50% or more
• Ways to save thousands in unnecessary insurance costs
• Tax-deductible retirement savings strategies
• How to maximize tax-free income
• Strategies for increasing business tax deductions

Tuesday, February 10, 2026

8:30am – 12:30pm
Maximizing Your Wealth

When it comes to managing their wealth, doctors often don’t know where to turn for sound financial advice. Even before graduating dental school, most doctors have already had their first interaction with a “financial expert” looking to help them. This course will guide you through the principles of slashing taxes, increasing your savings, and using data and academia to understand investing returns.  Topics covered include:

• Tax efficient investing
• Increasing tax-deductible retirement plan contributions
• Slashing your taxes with Roth IRA conversions
• Understanding market pricing
• Drivers of investment returns
• Practicing Smart Diversification
• Managing emotions and avoiding market timing
• Principles of Dollar Cost Averaging
• Minimizing fees and expenses

Wednesday, February 11, 2026

8:30am – 12:30pm
Practice Transitions: Secrets to Success Despite All the Change

Dentistry today is in the early stages of massive change in terms of practice values, new tax strategies, insurance reimbursement rates, PPOs, DSOs, and the retirement of Baby Boomers.  Learn how to position your practice in order to understand all of these forces and optimize your transition outcome, whether your transition plans are immediate, near-term, or further down the road. Just some of the topics covered at this entertaining and informative course are:

• Where is dentistry headed?
• PPOs, DSOs, and shifts in payer sources
• Rising practice values
• Timing your transition for maximum benefit
• Partnerships: buy-ins / buy-outs – secrets to success
• Associateships: what determines success?
• Drivers of fair market value and how to increase your FMV
• Tax reduction strategies for practice sales

5:00pm – 7:00pm
Cocktail Reception

Join us Wednesday evening for refreshing cocktails and delicious hors d’oeuvres. Enjoy the sunset while socializing with your speakers and fellow attendees. More details will be provided prior to the seminar.

Thursday, February 12, 2026

8:30am – 12:30pm
Estate Planning, FLPs, and Asset Protection Strategies 

Are you paying too much and ending up with too little? This course will show you the current pertinent federal estate and gift tax rules (e.g. available exemption amounts, deductions, credits, tax rates, etc.). This course will also show you how to implement aggressive family tax planning strategies to dramatically slash taxes, as well as successful estate planning and various asset protection strategies, and how to avoid estate planning mistakes! Topics covered include:

• Current estate and gift tax rules
• Estate planning techniques for taxable and nontaxable estates
• Use of Family Limited Partnerships to slash taxes and protect assets
• Use of trusts
• Proper insurance coverages
• Disposition of IRAs and retirement plan accounts
• Lifetime gifting Marital Rights Issues

Friday, February 13, 2026

8:30am – 12:30pm
Protecting Your Retirement 

Unfortunately, most doctors have neither the time nor the financial training to effectively address the numerous financial issues related to retirement, resulting in paying too much and ending up with too little. Learn the leading edge strategies you need to develop a well-designed plan to ensure a successful retirement. This course will teach you how to effectively address the numerous financial issues related to retirement, including basic estate planning and tax strategies, to protect what you’ve worked hard for. Key topics include:

• When can you afford to retire?
• When and how to take retirement plan and IRA distributions
• Meeting cash flow needs in retirement
• Methods to reduce taxes on the sale of your practice
• Social Security timing to maximize benefits
• Basics of Estate and Gift Tax laws
• Estate planning techniques for taxable and nontaxable estates
• Disposition of IRAs and retirement plan accounts

Location

Hyatt Regency Aruba Resort
Palm Beach, Aruba

Discounted room rates available ROOM BLOCK SOLD OUT

Our group rate of $519/night (plus taxes & fees) is available through January 8, 2026 or when all rooms are reserved, whichever comes first. Room availability begins on Saturday, February 7 through Sunday, February 15. Rooms are not guaranteed to all registered attendees and are on a first come, first-served basis.  Booking instructions are provided upon registration. Upgrades and additional nights are subject to availability and must be requested directly with the resort.

Hotel Description

Escape to the welcoming Hyatt Regency Aruba Resort Spa and Casino and witness spectacular ocean views from the moment you set foot in the lobby. Make yourself at home in comfortably designed rooms and spend afternoons lounging at the beach or by the pool. Enjoy boutique shopping and dining both onsite and within walking distance, or rejuvenate your body and soul with an aloe vera treatment at ZoiA Spa. No matter how you spend your day, Hyatt Regency Aruba Resort Spa and Casino provides exceptional, friendly service that creates unforgettable memories. The white-sand beaches, cooling trade winds and warm, friendly people are just a few reasons why so many people return to Aruba year after year.

Airport Transportation

Queen Beatrix International Airport (AUA)
Hotel is located 7 miles northwest of airport.

Airport Website
+011.297.524.2424
View on Google Maps

*This hotel does not provide Shuttle Service

Alternative Transportation

De Palm Tours
Shuttle fee: $20 USD (Roundtrip)
Express fee: $39 USD (Roundtrip)
Reservation is required

Estimated Taxi Fare
$30 USD (one way)

Bus Service Fee
$5 USD (one way)

Driving Directions from Airport

• Follow signs of Oranjestad/Downtown.
• Continue on L.G. Smith Boulevard for approximately seven miles following signs to the hotel area/California Lighthouse.
• The resort will be on the left.

Coordinator’s Note

Aruba has one of the lowest crime rates in the Caribbean. The locals are incredibly friendly and pride themselves as being “One Happy Island”. Taxis will be the easiest way to get around the island. They are readily available and the fares are reasonable (priced per ride, not per person). The resort is located walking distance to many shops and restaurants. It’s perfectly safe to walk around at night but exercise reasonable precaution like you would in any area.

Important Information

Travel

Passports are required for entry and reentry. Global Entry highly recommended. Upon leaving Aruba, you will go through typical airport security, then U.S. Customs and Border Patrol, then a second airport security screening. Arriving 3-4 hours prior to your flight is highly recommended on your return.

What’s Included In Your Registration?

Your registration fee covers all 5 days of the series, including daily breakfast, session attendance, and social events for each registered attendee. Unregistered guests cannot attend the sessions or daily breakfast but are welcome to join us for Wednesday’s cocktail reception. For the most valuable experience, we highly recommend attending all 5 sessions. Course and event RSVPs will be requested in the weeks prior to the seminar. Maximum (1) additional attendee per registration.

Late/Onsite Registration

Please call Sarah at 877.306.9780 to register after January 9, 2026. Spots and materials cannot be guaranteed after this date.

Cancellation Policy*

60 or more days prior to event, receive future seminar credit or refund minus $50 processing fee. Between 30-60 days of event, receive a future seminar credit. Less than 30 days prior to event, no refund or credit can be given as your attendance has already been confirmed with the hotel.

*Cancellation Policy applies only to seminar registration fees. McGill and Lyon Dental Advisors 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 and Lyon event and may be used for the purposes of highlighting the event, promoting future events, and/or other lawful purposes.