Speaker Information

Mr. Wesley Lyon
Charlotte, NC
Finance
Registration opens
December 9th


  • President and CEO, McGill and Lyon Dental Advisors (formerly John K. McGill & Company)
  • President and Co-Editor, The McGill Advisory newsletter
  • President and Managing Member, Lyon Wealth Advisors Group

Fr6072 - Smart Decisions to Slash Taxes and Increase Wealth in Retirement
Date/Time: 3/13/2026   9:30 - 11:30 a.m.
Type: Lectures
Dentist Fee: $105.00  Other Fee: $75.00
Audience: Dentists, Spouses
Credits: 2.00

Retirement is a major accomplishment, but financial missteps can cost dentists tens of thousands annually. This high-octane course teaches you to minimize taxes and maximize long-term wealth. Objectives include reducing taxes on practice sale proceeds, replacing your paycheck with systematic withdrawals, saving $100,000 or more with optimized Roth Conversions, maximizing Social Security benefits, and applying gifting strategies to reduce or eliminate estate taxes. Participants will gain practical tools to build and protect their financial future.