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

Sa6124 - Stop Overpaying Taxes: Build Wealth with Smarter Planning
Date/Time: 3/14/2026   1 - 3 p.m.
Type: Lectures
Dentist Fee: $105.00  Other Fee: $75.00
Audience: Dentists, Spouses
Credits: 2.00

Taxes are often a dentist’s largest lifetime expense, yet many lack a written plan to manage them effectively. This course outlines legal strategies to save thousands each year, including funding education through tax-deductible methods, creating tax-free retirement income with HSAs and Roth IRAs, reducing income taxes by maximizing retirement plan contributions and converting common expenses into deductible doctor perks. Learn how proactive tax planning can protect your earnings and strengthen your long-term financial success.