Planning for Retirement Seminar
Top Tax, Financial, and Transition Strategies for Doctors Approaching Retirement
OMNI PARKER HOUSE
BOSTON, MA
Where
Omni Parker House
Boston, MA
When
June 11-12, 2027
Seminar Schedule
FRIDAY SCHEDULE
7:00AM-8:00AM: Check-In & Breakfast
8:00AM-12:00PM: Presentation
12:00PM-1:00PM: Buffet Lunch
1:00PM-4:00PM: Presentation
4:00PM-6:00PM: Cocktail Reception
SATURDAY SCHEDULE
7:00AM-8:00AM: Check-In & Breakfast
8:00AM-12:00PM: Presentation
Return home or enjoy exploring Boston!
Discounts & Amenities
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Early Bird rates apply through April 11
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Discounted room rates starting at only $329/night (plus taxes & fees)
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Breakfast & coffee provided each morning
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Lunch provided Friday afternoon
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Cocktail Reception Friday evening
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Materials provided for context and note-taking
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Follow up call with your presenters (upon request)
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Continuing education provided (up to 11 credits)
Course Details
Tax, Financial, and Transition Strategies for Doctors Approaching Retirement
Doctors face more critical decisions in the last few years of practice than at any other time in their careers, and these decisions will be some of the most important they will ever make. With changes in practice valuations, evolving tax strategies, and shifts in the dental landscape, it is essential to understand how these forces impact your transition and retirement plans. This comprehensive course will provide leading-edge strategies to position your practice for a successful transition while developing a well-designed financial and retirement plan to maximize your after-tax wealth and ensure a financially secure retirement. By the completion of this course, you will be able to:
- Determine when you can afford to retire with confidence
- Select appropriate Social Security timing to maximize benefits
- Calculate your retirement cash flow needs and determine when and how to take retirement plan and IRA distributions
- Utilize tools to convert funds to tax-free Roth IRAs
- Apply methods to reduce taxes on the sale of your practice
- Understand the direction of dentistry, including PPO and corporate dentistry trends, and how these impact your transition
- Time your transition for maximum benefit based on market conditions and your long-term goals
- Navigate partnerships, full-sale, and corporate buy-ins/buy-outs to ensure successful outcomes
- Implement tax reduction strategies to preserve your wealth during and after your transition
Intended Audience: Doctors less than 10 years from retirement.
Seminar Schedule
FRIDAY SCHEDULE
7:00AM-8:00AM: Check-In & Breakfast
8:00AM-12:00PM: Presentation
12:00PM-1:00PM: Buffet Lunch
1:00PM-4:00PM: Presentation
4:00PM-6:00PM: Cocktail Reception
SATURDAY SCHEDULE
7:00AM-8:00AM: Check-In & Breakfast
8:00AM-12:00PM: Presentation
Return home or enjoy exploring Boston!
Wesley W. Lyon II, CPA, CFP®
Wes is the President and CEO of McGill and Lyon Dental Advisors, guiding dentists to reduce taxes, increase profitability, and achieve financial freedom. He joined John K. McGill and Company as a Tax, Business, and Financial Planning Advisor, eventually becoming Partner before purchasing the consulting business in 2022. Wes prides himself on providing clear, practical advice while ensuring clients implement the necessary changes to eliminate financial headaches.
Mario G. Santiago, CPA, CFP®
Mario is a Tax and Business Planning advisor who helps dentists across the country reduce taxes, improve practice profitability, and plan for retirement. Growing up with two parents who are dentists, he understands the unique personal and professional challenges his clients face and brings that perspective to every relationship. Mario values honesty and open conversation, aiming to help dentists gain financial clarity and confidence so they can focus on their families and the practice they’ve worked hard to build.
Jonathan R. Martin, CPA
Jonathan is a Practice Transition Advisor with 20 years of experience guiding dentists through successful practice transitions. Since joining McGill and Lyon Practice Transitions in 2005, he has overseen more than $1 billion in practice sales, from single-doctor offices to large multi-location groups. Jonathan approaches each transition with care and personal attention, simplifying a complex process while protecting the value doctors have built and ensuring their decisions align with their financial and personal goals.
Liam D. Fitzgerald, CFP®
Liam is a Financial Advisor for Lyon Wealth Advisors. He is a graduate of Liberty University and holds a bachelor’s degree in Business Administration with a concentration in Financial Planning. He has obtained the Certified Financial Planner™ designation. Prior to joining Lyon Wealth Advisors, Liam served as a Financial Advisor for Vanguard serving high net worth individuals by creating comprehensive financial plans and implementing strategies that helped reach financial and personal goals.
Location
Omni Parker House
Boston, MA
Discounted room rates available
Our group rate of $329/night (plus taxes and fees) is available through May 20, 2027 or when all rooms are reserved, whichever comes first. Rooms are not guaranteed to all registered attendees and are on a first come, first-served basis. Booking instructions are provided upon registration. If you have questions about rates, dates, and availability, call us at 877.306.9780.
Hotel Description
A local icon since 1855, Omni Parker House is part of the very fabric of historic Boston. The downtown Boston hotel is near some of the city’s best-known shopping and attractions including Faneuil Hall Marketplace, Boston Common, Fenway Park and stops on the Freedom Trail like the Old State House. This welcoming historic Boston hotel is an Italianate-style gem with rich wood paneling and intricately carved moldings. Dine at the award-winning Parker’s Restaurant, the birthplace of Boston Cream Pie and Parker House Rolls. Alongside the historic atmosphere, delight in modern conveniences, a fully-equipped fitness center and world-class amenities. At the end of the night, relax in your hotel room, complete with plush robes, coffee makers and flat screen TVs. Discover the best of the city, both historic and modern, from the Omni Parker House Hotel!
Parking
Hotel Address: 60 School Street, Boston, MA 02108
Overnight valet parking with in-and-out privileges is $72 per vehicle, per night. Please note that there is a Late Exit fee of $25 if the car is left after 2 PM the next day. The garage can accommodate vehicles up to 6’8” in height. Guests with over-height vehicles should call the hotel prior to arrival for directions to other garages nearby that can accommodate their vehicle.
This hotel does not offer an airport shuttle from Logan International Airport (BOS).
Nearest Airport
Omni Parker House is 2.5 miles (about 10 minutes) from Logan International Airport (BOS).
Important Information
Your registration fee covers daily breakfast, two-day session attendance, lunch Friday afternoon and a happy hour Friday evening for each registered attendee. Unregistered guests cannot attend the sessions or meals but are welcome to join us for Friday’s cocktail reception. For the most valuable experience, we highly recommend spouses attend this seminar. Maximum (1) additional attendee per registration.
Late/Onsite Registration
Please call Sarah at 877.306.9780 to register after June 1, 2027. Spots and materials cannot be guaranteed after this date.
Cancellation Policy*
60 or more days prior to the event: Receive a refund, less a $50 processing fee, or apply your full registration fee as a credit toward a future seminar.
30-59 days prior to the event: Receive a credit toward a future seminar.
Less than 30 days prior to the event: No refund or credit can be provided, as your attendance has already been confirmed with the hotel.
*This cancellation policy applies only to seminar registration fees. Attendees are responsible for understanding and complying with the cancellation policies of all third-party travel and service providers, including airlines, hotels**, rental car companies, tours, and other travel-related reservations.
**All hotel reservations are made directly between the attendee and the hotel. McGill & Lyon is not responsible for any room charges, incidental charges, taxes, cancellation fees, no-show fees, or any other costs associated with a hotel reservation. Any refunds, credits, waivers, or exceptions are subject solely to the hotel’s policies and must be handled directly between the guest and the hotel.
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.
Register Today!
Main Attendee = $1,200
Main Attendee & Guest* = $1,600
*only one guest per Main Attendee
Members of The McGill & Lyon Dental Advisory receive 10% off seminar registration. Log in to the portal, go to the Seminars page, and use the promo code listed there to apply your discount at checkout.*