JUNE 5-6, 2026
Planning for Retirement Seminar
Top Tax, Financial, and Transition Strategies for Doctors Approaching Retirement
LOEWS CHICAGO O’HARE HOTEL
ROSEMONT, IL
Where
Loews Chicago O’Hare Hotel
Rosemont, IL
When
June 5-6, 2026
Seminar Schedule
FRIDAY SCHEDULE
7:30AM-8:30AM: Check-In & Breakfast
8:30AM-12:00PM: Presentation
12:00PM-1:00PM: Lunch
1:00PM-3:30PM: Presentation
3:30PM-5:00PM: Cocktail Reception
SATURDAY SCHEDULE
7:30AM-8:30AM: Check-In & Breakfast
8:30-12:30PM: Presentation
Return home or travel into Downtown Chicago
Discounts & Amenities
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Early Bird rates apply through April 6
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Discounted room rates starting at only $209/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 consultation with your presenters (upon request)
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Continuing education provided (up to 10 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.
Full Schedule
FRIDAY SCHEDULE
7:30AM-8:30AM: Check-In & Breakfast
8:30AM-12:00PM: Presentation
12:00PM-1:00PM: Lunch
1:00PM-3:30PM: Presentation
3:30PM-5:00PM: Cocktail Reception
SATURDAY SCHEDULE
7:30AM-8:30AM: Check-In & Breakfast
8:30-12:30PM: Presentation
Travel Home or Enjoy Downtown Chicago!
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.
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.
Location
Loews Chicago O’Hare Hotel
Rosemont, IL
Discounted room rates available
Our group rate of $209/night (plus taxes and fees) is available through June 24, 2026 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
With a premier location, luxury guestrooms, and downtown energy you’ll quickly realize this isn’t your average airport hotel. During your stay, take advantage of the state-of-the-art fitness center, complimentary shuttle service to and from O’Hare International Airport, and onsite restaurant, The Ashburn.
Parking
Hotel Address: 5300 N. River Road, Chicago, Illinois, 60018
Self-Parking: $44/night
This hotel does offer 24-hour airport shuttle from Chicago O’Hare International Airport leaving every 15 minutes.
Nearest Airport
Chicago O’Hare International Airport (ORD)
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 May 29, 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.
Register Today!
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.*