OCTOBER 16-17, 2026
Retired Doctor Seminar
Tax, Cash-Flow, and Investment Strategies for Doctors Who Sold Their Practice
THE RITZ-CARLTON
SARASOTA, FL
Where
The Ritz-Carlton
Sarasota, FL
When
October 16-17, 2026
Seminar Schedule
FRIDAY SCHEDULE
7:00AM-8:00AM: Check-In & Breakfast
8:00AM-12:00PM: Presentation
5:00PM-7:00PM: Cocktail Reception
SATURDAY SCHEDULE
7:00AM-8:00AM: Check-In & Breakfast
8:00AM-12:00PM: Presentation
Afternoons free to enjoy Sarasota!
Discounts & Amenities
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Discounted room rates starting at $360/night (standard rates start at $627/night)
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Waived Resort Fees of $35 (usually $60)
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Breakfast & coffee provided Friday and Saturday morning (for registered attendees)
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Cocktail Reception Friday evening (guests welcome!)
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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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Onsite meetings with speakers (upon request)
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Continuing education provided (up to 8 credits)
Course Details
Tax, Cash-Flow, and Investment Strategies for Doctors Who Sold Their 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
7:00AM-8:00AM: Check-In & Continental Breakfast
8:00AM-12:00PM: Presentation
5:00PM-7:00PM: Cocktail Reception
SATURDAY SCHEDULE
7:00AM-8:00AM: Check-In & Continental Breakfast
8:00AM-12:00PM: 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.
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.
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.
Location
The Ritz-Carlton
Sarasota, FL
Discounted room rates available
Our group rate of $360/night with reduced resort fees of $35/night (normally $60) is available through September 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 white-sand beaches, museums, dynamic dining, and more, Sarasota is both an exciting urban destination and an elegant coastal retreat. The Ritz-Carlton, Sarasota bridges these two worlds with unparalleled luxury and experiences. This Sarasota resort offers exclusive access to The Beach Club on Lido Key, an onsite spa, and championship golf. As one of Sarasota’s most distinguished hotels, The Ritz-Carlton, Sarasota creates exceptional, memorable stays at one of Florida’s premier Gulf Coast destinations.
Parking
Address: 1111 Ritz-Carlton Drive, Sarasota, FL 34236
Valet Parking
- Daytime: $30
- Overnight: $55
Electric Car Charging Station Available for an additional $10
Nearest Airport
Sarasota-Bradenton International Airport (SRQ) – 4 miles
Hotel Information
Check In: 4:00pm
Check Out: 11:00am
Toll Free: +1-877-557-3089
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 25. 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.