TIME |
TOPIC |
PRESENTER |
7:15 AM |
REGISTRATION AND CONTINENTAL BREAKFAST |
|
7:40 AM – 4:15 PM |
One-on-One Meetings · Pre-registration recommended · Refer to your personalized agenda in the online event app or on the back of your badge for your pre-registered appointment time(s) |
Meet with representatives from: · Angeles Wealth Management · Charles Schwab & Co. · Financial Engines · Kaiser Permanente Retirement Center (Common Plan) |
8:00 AM – 9:15 AM |
Welcome and Introduction |
Paul Minardi, MD |
9:30 AM – 10:20 AM |
Mastering your 401k Key information along with an examination of retirement saving features to max out your SCPMG contributory plan options, how to “super save” and Roth 401(k) conversions. |
Vanguard Group |
10:20 AM – 11:10 AM |
The Common Plan |
Kaiser Foundation Health Plan |
11:10 AM – 11:30 AM |
BREAK |
|
11:30 AM – 12:30 PM |
MORNING BREAKOUT SESSIONS – ATTEND ONE SESSION |
|
1) |
Women and Wealth: A Practical Approach
to Financial Security at Any Age |
Janus Henderson Investors |
2) |
Traditional After-Tax Contribution
Session |
Schwab Retirement Plan Services
|
3) |
Are Your Student Loans on the Right Track? The AAMC reports that 75% of medical school students graduated with student debt last year, with the average loan balance at a whopping $196,520. If you or your family are affected by student debt, join this informative discussion where we’ll hear from experts and cover student loan refinancing options available to you.
|
CommonBond
|
4) |
Panel of Retired Physicians |
Moderator: Dawn Clark, MDPartner Physician
|
12:30 PM – 1:30 PM |
LUNCH |
|
1:30 PM – 2:15 PM |
Interest
Rates, an Inverted Yield Curve and a Recession?
|
Charles Schwab & Co.
|
2:15 PM
– 3:00 PM |
The War on Stress
|
Janus Henderson Investors |
3:00 PM – 3:15 PM |
BREAK |
|
3:15 PM – 4:00 PM |
AFTERNOON BREAKOUT SESSIONS – ATTEND ONE SESSION |
|
1) |
How to
get started investing |
Angeles Investment Advisors |
2) |
Roth
401(k) |
Schwab Retirement Plan Services |
3) |
How to Protect You and Your Assets from Disaster Whether you are just starting out or a seasoned physician, asset protection considerations should now more than ever be a critical part of your planning. Asset protection is protection for you, your family and your assets. This session will focus on basic to sophisticated asset protection strategies available to you now, ranging from basic and umbrella insurance coverage planning, premarital, post-marital and basic trust planning, entity planning for higher-risk assets, and sophisticated domestic and offshore asset protection trusts.
|
Seyfarth Shaw
|
4:20 PM |
SEMINAR
CONCLUDES |