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. MORNING BREAKOUT SESSIONS
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Angeles WealthPlan |
This new service provides participants with a personalized, fully-integrated financial planning and investment management solution. Angeles WealthPlan services are targeted to participants with a minimum of $1 million in out-of-plan assets. |
Jon Foster Mark Shone Angeles Wealth Management |
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Advice at Schwab |
Whether you are a self-directed investor, or prefer to engage the expertise of others, Schwab offers a portfolio of solutions and a team of knowledgeable financial consultants across Southern California. Learn more about the services provided to SCPMG physicians by the 401(k) & Keogh Plan recordkeeper for both in-plan and out-of-plan assets. |
Mike Dickman Schwab Retirement Plan Service |
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Introducing the Next Generation of Help |
Financial Engines introduces Personal Advisor, its new full-service approach to financial help. Taking advantage of the Financial Engines methodology and tools, Personal Advisor provides participants with a dedicated advisor for investment management across 401(k), IRA, and taxable accounts. |
Jason English Financial Engines |
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Asset Allocation for Do-It-Yourselfers (DIYs) |
Don’t want or need an advisor? This session is for you. Vanguard will offer up its time-tested asset allocation approach, which includes an investor questionnaire to help participants quantify their risk tolerance. |
Herb Colley The Vanguard Group |
AFTERNOON BREAKOUT SESSIONS
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| Target Retirement Trusts | Target Retirement Trusts take the guesswork out of retirement planning by offering a diversified mix of investments that rebalance over time. Find out more about how Target Retirement Trusts work and how they can be incorporated into your retirement portfolio. | Herb Colley The Vanguard Group |
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| 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 |
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| Investing in Growth Stocks | Janus professionals make the case for the long-term growth potential of investing in higher compounding, dynamic businesses and provide an update to the Janus Forty Concentrated Growth Fund. | Jennifer Nichols Janus Henderson Investors |
