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APRIL 17-18, 2026

Growth-Minded Doctors Seminar

Tax, Business, and Financial Strategies for Growth-Minded Doctors

ANDAZ SAVANNAH BY HYATT
SAVANNAH, GA

 

Where

Andaz Savannah by Hyatt
Savannah, GA

When

April 17-18, 2026

Seminar Schedule

FRIDAY SCHEDULE
7:30AM-8:30AM: Check-In & Breakfast
8:30-12:30:PM: Presentation
5:00PM-7:00PM: Cocktail Reception

SATURDAY SCHEDULE

7:30AM-8:30AM: Check-In & Breakfast
8:30-12:30:PM: Presentation
Afternoons free to enjoy Savannah!

Discounts & Amenities

  • Early Bird rates apply through February 17
  • Discounted room rates starting at only $259/night (plus taxes & fees)
  • Breakfast & coffee provided each morning
  • Cocktail Reception Friday evening
  • Materials provided for context and note-taking
  • Follow up consultation with your presenters (upon request)
  • Onsite meetings with speakers (upon request)
  • Continuing education provided (up to 8 credits)

 

Course Details

Tax, Business, and Financial Strategies for Growth-Minded Doctors

Take control of your financial future now. This course is specifically designed for early- to mid-career dental practice owners who want to make sound financial and business decisions today that will set the foundation for long-term success and financial freedom. Through practical strategies and insights gleaned from over 40 years of working exclusively with the dental profession, this program empowers dentists to minimize taxes, optimize practice operations, increase profitability, build wealth, and plan for your future. Whether you’re interested in growing your practice or simply optimizing it, you’ll gain the tools you need to navigate these opportunities effectively while avoiding costly mistakes. By focusing on actionable steps to streamline your practice, reduce financial waste, and enhance efficiency, you can position yourself for a thriving career and a stress-free future. By the completion of this course, you’ll be able to:

  • Implement strategies to slash income taxes
  • Determine the best way to structure an associateship or partnership
  • Understand how DSOs are impacting the marketplace
  • Recognize areas to boost revenue and cut overhead
  • Apply winning savings and debt reduction strategies
  • Cut children’s educational costs by 30% or more
  • Save thousands in unnecessary insurance costs
  • Identify tax-deductible retirement savings strategies
  • Maximize tax-free income Increase business tax deductions

Intended Audience: Doctors more than 10 years from retirement.


Full Schedule

FRIDAY SCHEDULE
7:30AM-8:30AM: Check-In & Breakfast
8:30-12:30:PM: Presentation
5:00PM-7:00PM: Cocktail Reception

SATURDAY SCHEDULE

7:30AM-8:30AM: Check-In & Breakfast
8:30-12:30:PM: Presentation
Afternoons free to enjoy Savannah!

 

Wesley W Lyon Ii Small Square

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.


T. Wade Coleman

T. Wade Coleman, JD

Wade is a Practice Transition Advisor with McGill and Lyon Practice Transitions. With over a decade of experience in dental mergers and acquisitions, he has guided hundreds of practice owners through successful partnerships and transitions out of ownership. Wade takes a full-service, hands-on approach, walking alongside clients from the first conversation to the closing table with clear guidance and thoughtful strategy.


Tyler G. Ott

Tyler G. Ott, CPA, CFP®

Tyler is a Tax and Business Planning advisor who provides exceptional advice and personalized guidance to help clients navigate personal and professional financial decisions with confidence. With a strong background in corporate and small business finance, along with CPA and CFP® credentials, he offers a comprehensive approach to financial planning. Tyler understands that a dental practice is often a doctor’s greatest asset, and he is dedicated to helping clients protect, grow, and transition that asset strategically.

Location

Andaz Savannah by Hyatt
Savannah, GA

Screenshot 2025 07 03 At 13 05 27 Downtown Savannah Boutique Hotel Photos Andaz Savannah By Hyatt

Discounted room rates available

Our group rate of $259/night (plus taxes and fees) is available through March 26, 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

Warm southern hospitality meets modern luxury at Andaz Savannah, located in the heart of downtown Savannah’s Historic District on the lively Ellis Square. Just steps to the city’s top shopping, dining and historic sites, our boutique hotel makes it easy to explore River Street, the vibrant City Market, the serene Forsyth Park and more. After a day of exploring the city, recharge in your spacious hotel room or suite with a balcony view, followed by Southern cuisine at our in-house 22 Square Restaurant and Bar.


Parking

Hotel Address: 14 Barnard Street, Savannah, GA 31401

Self-Parking: $24/night
Valet Parking: $49/night

This hotel does not offer an airport shuttle.


Nearest Airport

Savannah Hilton Head International Airport (SAV)
The hotel is located 10.3 miles from the airport.

Important Information

Your registration fee covers daily breakfast, session attendance, and social events for each registered attendee. Unregistered guests cannot attend the sessions or breakfasts 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 March 27, 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.*
*Members who do not register with the member code are not eligible to receive a refund for their member discount. If you have difficulty locating the code, please call 877.306.9780. Trials are not eligible to receive the member discount.

 

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“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