Speaker Information

Mr. Wesley Lyon
Charlotte, NC
Taxes/Finance/Retirement
Registration opens
December 10th


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

Sa7040 - Smart Decisions to Slash Taxes and Increase Wealth in Retirement
Date/Time: 3/22/2025   1 - 3 p.m.
Type: Lectures   Handouts: Yes
Dentist Fee: $0.00  Other Fee: $0.00
Audience: Dentists, Spouses
Keyword(s):
Finance
Practice Management

Retiring can be a welcome relief for many dentists and certainly a great accomplishment. However, falling asleep at the wheel financially can cost tens of thousands each year. This high-octane course will teach you how to minimize taxes and maximize wealth. Learn various strategies, including: minimizing taxes on practice sale proceeds, replacing your paycheck with systematic withdrawals, unlocking substantial savings through maximizing Roth Conversions and Social Security benefits and gifting strategies to avoid death taxes.