SOLD OUT
OCTOBER 24-25, 2025
Retired Doctor Seminar
Ways to Minimize Taxes and Maximize Income After Selling Your Practice
ANDAZ SCOTTSDALE RESORT & BUNGALOWS
SCOTTSDALE, AZ
Where
Andaz Scottsdale Resort & Bungalows
Scottsdale, AZ
When
October 24-25, 2025
Session Schedule
FRIDAY SCHEDULE
7:30AM-8:30AM: Check-In & Continental Breakfast
8:30AM-12:30PM: Presentation
5:00PM-6:30PM: Cocktail Reception
SATURDAY SCHEDULE
7:30AM-8:30AM: Check-In & Continental Breakfast
8:30AM-12:30PM: Presentation
Discounts & Amenities
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Early Bird rates apply through August 25
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Discounted room rates starting at only $439/night (plus taxes & fees)Room Block SOLD OUT -
Waived Resort Fees
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Breakfast & coffee provided each morning
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Cocktail Reception Friday evening
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Materials provided for context and note-taking
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Speakers available for 1:1 meetings while onsite (upon request)
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Follow up consultation with your presenters (upon request)
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Continuing education provided (up to 8 credits)
Course Details
Ways to Minimize Taxes and Maximize Income After Selling Your Practice
Planning for retirement requires a careful balance of maximizing your income while minimizing your taxes. Unfortunately, not everyone plans before executing their retirement. This course is designed to equip retired doctors with essential strategies for retirement planning, helping them protect and grow their assets while securing a sustainable income stream. Doctors will gain insight into tax-efficient retirement income planning, investment management, Social Security optimization, and effective estate planning techniques. This course provides a comprehensive roadmap to help doctors enjoy retirement, preserve wealth, and achieve long-term financial peace of mind. By the end of this course, participants will be empowered with practical knowledge to make informed retirement and estate planning decisions, through objectives like:
- Optimize Retirement Income Sources
- Save Tens of Thousands or More With Tax Efficient Withdrawal Strategies
- Maximize Social Security Benefits
- Implement Tax-Efficient Investment Strategies
- Incorporate Legacy and Estate Planning Goals
- Plan for Health Care Costs in Retirement
- Understand Required Minimum Distributions (RMDs)
- Stay Informed on Policy and Legislative Changes
Intended Audience: Doctors (& their spouses) who have sold their practice – or are just about to! If you’re several years out from retirement, please view our Any Age, Any Stage 5-Day Seminar in February or our Retiring Doctor seminar in June.
Full Schedule
FRIDAY SCHEDULE
7:30AM-8:30AM: Check-In & Continental Breakfast
8:30AM-12:30PM: Presentation
5:00PM-6:30PM: Cocktail Reception
SATURDAY SCHEDULE
7:30AM-8:30AM: Check-In & Continental Breakfast
8:30AM-12:30PM: Presentation
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.
Blake W. Hassan, CPA, JD
Blake is a tax attorney licensed solely in North Carolina and a Certified Public Accountant in the state. Blake is deeply involved in dental practice transitions, handling everything from sales and partnerships to buy-ins and buy-outs, as well as the preparation and review of related documents. Blake is also well-versed in estate planning, providing advice and preparing essential documents such as wills, trusts, powers of attorney, and creating family partnerships.
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
Andaz Scottsdale Resort & Bungalows
Scottsdale, AZ
Discounted room rates available Room Block SOLD OUT
Our group rate of $439/night + waived resort fees is available through October 2, 2025 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
Tucked among 23 secluded acres in the shadow of Camelback Mountain, Andaz Scottsdale is a luxury resort hotel inside a desert oasis, perfect for a wellness retreat. Featuring 185 spacious bungalows and suites, three luxurious pools, renowned dining, the Palo Verde Spa and more—Andaz Scottsdale Resort allows you to chase whatever stirs your soul.
Parking & Transportation
Valet Parking: $35 for overnight guests
Self Parking: $23 for overnight guests
This resort does not offer an airport shuttle. We recommend renting a car so you can enjoy the surrounding areas! If you prefer to enjoy the resort for the majority of your stay, Uber or Lyft are available from the airport and in the Scottsdale area.
Nearest Airport
Phoenix Sky Harbor International Airport (PHX)
Located 11 miles from the resort
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 September 24, 2025. 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.