2017 Investment Symposium
No matter what your financial goals are, investors at every age and experience level can benefit from the help of a knowledgeable advisor. 

Whether you prefer the “do-it-yourself” approach, or would rather delegate to an expert, there is a financial planning and advisory service that is right for you.

Join us at the SCPMG Annual Investment Symposium on Saturday, October 21st to learn about the brand new suite of financial planning and advisory services now available to SCPMG physicians. You’ll also have the unique opportunity to meet face-to-face with various service providers.

All active SCPMG physicians are invited to attend, including new Associates, mid-career Partners, and soon-to-be retirees. Spouses/domestic partners are also welcome to attend.

Here’s what else you can expect at this year’s symposium:
  • SCPMG Retirement Committee Chairman, Dr. Paul Minardi, will moderate an informative panel discussion featuring representatives from various financial planning and advisory service providers.

  • For a more individualized discussion about how these services might benefit you, sign up to attend a one-on-one session with representatives from Angeles Wealth Management, Financial Engines and/or Schwab Retirement Plans (Attendees age 55+ will also have the option of meeting with a Kaiser Permanente Retirement Center representative to learn more about the Common Plan).

  • Attend general session presentations on a wide variety of topics including the Common Plan, financial planning tips for all life stages, and how the future direction of government policies may impact the economy.

  • You can also customize your Investment Symposium experience by selecting a morning and afternoon breakout session best suited to your interests and financial goals.  
Don’t put financial planning off for another year.  Get a head start on reaching your financial goals by joining us at this year’s Investment Symposium in Pomona.

Register early to take advantage of discounted registration pricing.   Registration fees will increase as the event date approaches.

Due to high demand, one-on-one appointments are limited – register now to reserve your space today.