2019 Investment Symposium

In addition to informative general session presentations, attendees can choose to attend a morning and afternoon breakout session of their choice. Select your desired breakout session during the registration process. Guests attend the same breakout.


  • 11:30 AM – 12:30 PM
  • Select one session to attend


1 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.

Taylor Pluss, CFP, CRPS, CDFA

Janus Henderson Investors
2 Traditional After-Tax Contribution Session
Detailed session reviewing the Traditional After-tax contribution feature added to the 401k Plan.

Crystal Dykstra
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 in finance and cover student loan options available to you.

Brad Nantz
The Partners Group
4 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, MD
Partner Physician


  • 3:15 PM – 4:00 PM
  • Select one session to attend
1 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. .

Howard Perlow
Angeles Investment Advisors
2 Roth 401(k)
The Roth plan features allows you to make after-tax contributions to your 401K account – 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 contributions or conversions.

Crystal Dykstra
Schwab Retirement Plan Services


How to Protect You and Your Asset from Disaster
Whether you are just starting out or a seasoned physician, asset protection consideration 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.

Mr. Bruce Ross and Jadene Tamura
Seyfarth Shaw