Year-End Planning Seminar
The Roadmap to Financial Independence and Practice Success
MARRIOTT SOUTHPARK
CHARLOTTE, NC
Where
Marriott SouthPark
Charlotte, NC
When
November 7-8, 2025
Session Schedule
FRIDAY SCHEDULE
7:00AM-8:00AM: Check-In & Continental Breakfast
8:00AM-12:00PM: Presentations
12:00PM-1:00PM: Buffet Lunch with Attendees and Speakers
1:00PM-3:00PM: Presentations
3:00PM-4:30PM: Cocktail Reception
SATURDAY SCHEDULE
7:00AM-8:00AM: Check-In & Continental Breakfast
8:00AM-12:00PM: Presentations
Discounts & Amenities
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Early Bird rates apply through September 7
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Discounted room rates starting at only $169/night (plus taxes & 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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Follow up consultation with your presenters (upon request)
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Continuing education provided (up to 10 credits)
Course Details
Join us for an exclusive two-day seminar designed to equip doctors with the essential knowledge and strategies to build long-term financial security, optimize their practice profitability, and reach financial independence faster. This summit brings together leading experts in financial planning, tax strategy, retirement planning, investments, and practice management to provide actionable insights tailored to dental professionals.
Day 1: Personal Wealth & Investment Strategies
The first day focuses on personal financial planning, tax efficiency, and investment strategies to help you maximize your earnings and secure your future. Highlights include:
- Trump’s Big, Beautiful Tax Bill – Understanding new tax laws and how they impact you.
- Slashing Your Taxes & Building Your Wealth – Proven strategies to keep more of what you earn.
- Retirement Plan Design – Automate your retirement savings while reducing fiduciary risks
- Financial Planning and Investment Fundamentals – Manage spending, improve saving, optimize portfolio growth.
Day 2: Optimizing Your Dental Practice
The second day shifts focus to practice profitability and operational efficiency, covering:
- Increasing Profits & Decreasing Overhead – Practical strategies for optimizing practice revenue.
- Creative Marketing for Patient Growth – Innovative strategies to attract and retain new patients.
- Comprehensive Financial Planning – Integrating practice, tax, and wealth strategies for long-term success.
Whether you’re early in your career or preparing for retirement, this seminar will provide expert guidance, actionable strategies, and invaluable connections to help you take control of your financial future!
Full Schedule
FRIDAY SCHEDULE
7:00AM-8:00AM: Check-In & Continental Breakfast
8:00AM-10:00AM: Understanding the Big, Beautiful Tax Bill
10:00AM-12:00PM: Slashing Taxes and Building Wealth
12:00PM-1:00PM: Lunch
1:00PM-2:00PM: Retirement Plan Design: Minimize Your Fiduciary Risk
2:00PM-3:00PM: Financial and Investment Strategies for Doctors
3:00PM-4:30PM: Cocktail Reception
SATURDAY SCHEDULE
7:00AM-8:00AM: Check-In & Continental Breakfast
8:00AM-9:00AM: Dental Practice Management: Increasing Profits, Decreasing Overhead
10:00AM-11:00AM: Increasing New Patient Flow with Creative Marketing
11:00AM-12:00AM: Putting the Pieces Together: How to Implement a Successful Plan to Reach Financial Independence
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.
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
Marriott SouthPark
Charlotte, NC
Discounted room rates available
Our group rate of $169/night + waived resort fees is available through October 16, 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
Find an extraordinary hotel experience in the Charlotte SouthPark neighborhood at Charlotte Marriott SouthPark. Its connected to SouthPark’s Specialty Shops and located near premier dining and shopping at SouthPark Mall, Bank of America Stadium, home to the Carolina Panthers, and more. Their recently redesigned dog-friendly hotel in Charlotte, NC, provides an unparalleled location to stay and play.
Parking & Transportation
Hotel Address: 2200 Rexford Road, Charlotte, NC 28211
Complimentary parking is available for all guests.
This hotel does not offer an airport shuttle.
Estimated Ride Share from CLT Airport: starting at $20 (one way)
Nearest Airport
Charlotte Douglas International Airport (CLT)
Marriott SouthPark is located 12 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 October 10, 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.
PLEASE CALL TO REGISTER