2019 Investment Symposium




7:15 AM


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
Chairman, Retirement Committee

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
Health Plan will provide an updated explanation of the Common Plan retirement benefit including Q&A with KFHP’s Common Plan expert.

Kaiser Foundation Health Plan

11:10 AM – 11:30 AM


11:30 AM – 12:30 PM



Women and Wealth: A Practical Approach to Financial Security at Any Age
Taylor Pluss leads Janus Henderson’s national Women and Wealth Initiatives. “Women and Wealth” is personalized to address the unique challenges facing women. Ms. Pluss will address six financial planning strategies tailored specifically to these unique challenges. 

Janus Henderson Investors


Traditional After-Tax Contribution Session
Detailed session reviewing the Traditional After-tax contribution feature added to the 401(k) Plan.

Schwab Retirement Plan Services





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.





Panel of Retired Physicians
For those nearing retirement or in retirement, a panel of your retired peers discuss strategies and ideas that have worked for planning, investing and living a productive retirement.    

Moderator: Dawn Clark, MDPartner Physician


12:30 PM – 1:30 PM


1:30 PM – 2:15 PM

Interest Rates, an Inverted Yield Curve and a Recession?
The Chief Fixed Income Strategist at Charles Schwab discusses the state of fixed income markets, the causes and implications of the inverted yield curve and what’s in-store for interest rates. Are these factors a prelude for recession?


 Charles Schwab & Co.


2:15 PM – 3:00 PM

The War on Stress
Almost daily we hear about the rise of negative stress in our lives and the impact it can have, both personally and professionally. The War on Stress is designed to quantify the scope and impact of negative stress on investors, to examine the drivers of such stress and to identify the ways to respond.


Janus Henderson Investors

3:00 PM – 3:15 PM


3:15 PM – 4:00 PM



How to get started investing
New to SCPMG? Are you a young physician just starting out? Alternatively, just don’t know much about investing and need help? The SCPMG Retirement Plans Investment Consultant will discuss approaches and options to save and invest for Retirement.

Angeles Investment Advisors


Roth 401(k)
The Roth plan features allows you to make 401k after-tax contributions– an option that might be right for you if you want a tax-free withdrawal option in retirement.  Join this session to learn more about the guidelines and implications of making Roth 401K After-Tax contributions or conversions.

Schwab Retirement Plan Services


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

Complete Event Evaluation