• | UCLA Medical Center, Department of Family Medicine "Financial Planning Concepts for Physicians and Transitioning from Residency" June 3, 2015 at 10:00 AM. Breakfast is provided. |
• | West LA VA/UCLA Medical Center, Department of Internal Medicine "Essential Tax & Financial Planning Concepts and Considerations for Physicians" May 4, 2015 at noon - lunch is provided |
• | UCLA Medical Center, Residents and Faculty Physicians "Tax and Financial Planning Symposium for UCLA Physicians" sponsored by BlackRock, John Hancock Investments, Invesco and American Funds Topics include: - Maximizing Tax Deductions and IRS Audit "Red Flags"
- Investment Outlook for 2015 by BlackRock Investments
- Student Loan Fundamentals and Debt Management
- Physician Employment Contracts & Incorporation
- Financial Planning for Physicians
April 28, 2015 at 6:30 Napa Valley Grille, Westwood Dinner and wine are provided |
• | White Memorial Medical Center, Department of Obstetrics & Gynecology April 1, 2015 at 11:30 to 12:30 PM Birthing Center Conference Room. Lunch is provided. |
• | Charles Drew University/UCLA Medical Education Program "Transitioning from Medical School to Internship/Residency" March 28, 2015 from 8:00 to 11:00 AM |
• | American College of Physicians (ACP) Southern California "Essential Tax and Financial Planning Concepts and Considerations for Physicians" March 25, 2015 from 6:30 to 8:30 PM Westside Tavern, Los Angeles, CA Dinner is provided |
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• | Kaiser Permanente, Departments of Family Medicine and Internal Medicine "Essential Tax & Financial Planning Concepts and Considerations for Kaiser Physicians" March 23, 2015 at 12:30 to 1:30 PM 4867 Sunset Blvd., 7th Floor Conference Rooms C and D. Lunch is provided. |
• | Kaiser Permanente, Department of Obstetrics & Gynecology "Essential Tax & Financial Planning Concepts and Considerations for Kaiser Physicians" February 26, 2015 at 12:30 to 1:30 PM 4900 Sunset Blvd., 3rd Floor Conference Room. Lunch is provided. |
• | Cedars-Sinai Medical Center, Department of Radiology "Essential Tax & Financial Planning Concepts and Considerations for Physicians" February 12, 2015 at 12:00 PM. Lunch is provided. |
• | Cedars-Sinai Medical Center, Department of Pulmonary and Critical Care Medicine "Essential Tax & Financial Planning Concepts and Considerations for Physicians" January 29, 2015 at 12:00 PM. Lunch is provided. |
• | UCLA Geffen School of Medicine, College of Applied Anatomy, "Transitioning from Medical School to Internship/Residency" January 14, 2015, at 6:00 PM, UCLA Learning Resource Center |
• | LAC+USC Medical Center, Department of Internal Medicine "Essential Tax & Financial Planning Concepts and Considerations for Physicians" November 19, 2014 at noon - lunch is provided |
• | West LA VA/UCLA Medical Center, Department of Physical Medicine & Rehabilitation October 28, 2014 at noon - lunch is provided |
• | Kaiser Permanente, Department of Pediatrics "Essential Tax & Financial Planning Concepts and Considerations for Physicians" September 29, 2014 at 12:30 1:30 PM 4867 Sunset Blvd., 5th Floor Conference Rooms C and D. Food is provided. |
• | Kaiser Permanente, Departments of Internal Medicine and Family Medicine "Financial Planning Concepts for Physicians and Transitioning from Residency” May 2, 2014 from 12:30 to 1:30 PM, 4867 Sunset Blvd., 7th Floor – Conference Rooms A and B |
• | Charles Drew University/UCLA Medical Education Program "Transitioning from Medical School to Internship/Residency" March 29, 2014 from 11:00 to 12:30 PM |
• | UCLA Medical Center, Department of Family Medicine, "Les Kelly UCLA Family Health Center" January 22, 2014, at 10:45 AM |
• | Kaiser Permanente, Department of Pediatrics, "Essential Tax & Financial Planning Concepts and Considerations for Physicians" January 17, 2014, at 1:30pm, 4867 Sunset Blvd., 5th floor- Conference Rooms C and D |
• | UCLA Geffen School of Medicine, College of Applied Anatomy, "Transitioning from Medical School to Internship/Residency" January 15, 2014, at 6:00pm, UCLA Learning Resource Center |
• | West LA VA/UCLA Medical Center, Department of Physical Medicine & Rehabilitation October 29, 2013 at noon |
• | Charles Drew University/UCLA Medical Education Program "Transitioning from Medical School to Internship/Residency" March 23, 2013 from 12:30 to 2:00 PM |
• | UCLA Geffen School of Medicine, College of Acute Care "Essential Financial Planning Concepts and Considerations for Physicians" March 14, 2013 |
• | Kaiser Permanente, Department of Pediatrics "Essential Tax & Financial Planning Concepts and Considerations for Physicians"" February 27, 2013 at 1:30 PM 4867 Sunset Blvd., 5th Floor – Conference Rooms C and D |
• | American College of Physicians (ACP) Southern California, Chapters I and III "Essential Financial Planning Concepts and Considerations for Physicians" October 27, 2012 from 1:00 to 3:00 PM La Jolla, CA |
• | UCLA Medical Center, Department of Medicine Les Kelly UCLA Family Health Center September 19, 2012 at 10:00 AM |
• | Glendale Adventist Medical Center, Department of Family Practice April 30, 2012 from 12:30 to 1:30 PM |
• | UCLA Geffen School of Medicine, College of Acute Care "Essential Financial Planning Concepts and Considerations for Physicians" March 15, 2012 |
• | West LA VA/UCLA Medical Center, Department of Physical Medicine & Rehabilitation March 13, 2012 at noon |
• | UCLA Medical Center, Residents and Faculty Physicians "Tax and Financial Planning Symposium for UCLA Physicians" sponsored by Fidelity Investments, BlackRock and American Funds
Topics include: - Maximizing Tax Deductions for 2012 and IRS Audit “Red Flags”
- Investment Outlook for 2012 by Fidelity Investments
- Student Loan Fundamentals and Debt Management
- Physician Employment Contracts & Incorporation
- Financial Planning for Physicians
February 15, 2012 – 6:30 PM Napa Valley Grille, Westwood Dinner and wine are provided |
• | UCLA Geffen School of Medicine, College of Applied Anatomy "Essential Financial Planning Concepts and Considerations for Physicians" January 18, 2012 at 6:00 PM UCLA Learning Resource Center |
• | Kaiser Permanente, Department of Pediatrics "Essential Tax & Financial Planning Concepts and Considerations for Physicians" December 23, 2011 at 12:30 PM 4867 Sunset Blvd., 5th Floor – Room 550C |
• | American College of Physicians (ACP) Southern California, Chapters I and III "Essential Financial Planning Concepts and Considerations for Physicians" October 29, 2011 from 1:45 to 3:15 PM Waterfront Beach Resort, Huntington Beach, CA
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• | Olive View-UCLA Medical Center, Hospitalist Program "Transitioning to Post-Residency Contractor Positions" June 14, 2011 from 6:30 to 8:00 PM McCormick & Schmick’s, a Pacific Seafood Grill 206 North Rodeo Drive, Beverly Hills, CA | |
• | UCLA Medical Center, Department of Family Medicine May 18, 2011 at 10:30 AM Les Kelley UCLA Family Health Center | |
• | Drew/UCLA Medical Education Program "Transitioning to Internship" April 9, 2011 from 9:00 AM to 11:00 AM | |
• | UCLA Geffen School of Medicine, College of Acute Care "Essential Financial Planning Concepts and Considerations for Physicians" March 18, 2011 | |
• | Kaiser Permanente Medical Center, Department of Pediatrics March 17, 2011 | |
• | UCLA Geffen School of Medicine, College of Applied Anatomy "Essential Financial Planning Concepts and Considerations for Physicians" March 9, 2011 at 6:00 PM | |
• | UCLA Medical Center, Department of Obstetrics & Gynecology February 25, 2011 at 3:45 PM UCLA Medical Center, Room B-124 | |
• | Kaiser Permanente Medical Center, Department of Family Medicine February 4, 2011 | |
• | LAC+USC Medical Center, Department of Vascular Surgery December 2, 2010 at 6:00 PM | |
• | White Memorial Medical Center, Department of Pediatrics October 14, 2010 at 12:30 PM Birthing Center Conference Room | |
• | UCLA Medical Center, Department of Anesthesiology October 2, 2010 - Annual Retreat Hermosa Beach, CA | |
• | Harbor-UCLA Medical Center, Department of Emergency Medicine September 24 - 26, 2010 - Annual Retreat UCLA Conference Center, Lake Arrowhead, CA | |
• | UCLA Medical Center, Department of Family Medicine June 23, 2010 at 10:15 AM Les Kelley UCLA Family Health Center | |
• | UCLA Geffen School of Medicine, College of Acute Care "Essential Financial Planning Concepts and Considerations for Physicians" March 19, 2010 | |
• | UCLA Geffen School of Medicine, College of Applied Anatomy "Essential Financial Planning Concepts and Considerations for Physicians" February 24, 2010 at 6:00 PM | |
• | UCLA Medical Center, Department of Pediatrics January 27, 2010 | |
• | Huntington Memorial Hospital, Department of General Surgery December 12, 2009 | |
• | LAC+USC Medical Center, Department of Radiology October 1, 2009 | |
• | LAC+USC Medical Center, Department of General Surgery September 4, 2009 | |
• | UCLA Olive View Medical Center, Department of Internal Medicine August 11, 2009 | |
• | Kaiser Permanente Medical Center, Department of Pediatrics July 15, 2009 | |
• | Glendale Adventist Medical Center, Department of Family Medicine July 13, 2009 | |
• | UCLA Geffen School of Medicine, 2009 Graduating Medical Students "Life after Medical School - Plan for your Future" March 20, 2009 | |
• | LAC+USC Medical Center, Department of Radiology November 5, 2008 | |
• | UCLA Geffen School of Medicine, 2008 Graduating Medical Students "Life after Medical School - Plan for your Future" March 14, 2008 | |
• | LAC+USC Medical Center, Department of Orthopaedic Surgery May 7, 2007 at 6:30 PM Location - Roy’s Restaurant Downtown Los Angeles |
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• | UCLA Geffen School of Medicine, 2007 Graduating Medical Students "Life after Medical School - Plan for your Future" March 16, 2007 at noon |
• | UCLA Medical Center, Department of Anesthesiology October 7, 2006 - Annual Retreat Location - Hermosa Beach, CA |
• | LAC+USC Medical Center, Department of Neurosurgery August 25, 2006 at 8:15 AM Location - Room 5046 |
• | LAC+USC Medical Center, Department of Hematology and Oncology Norris Comprehensive Cancer Center, Room #5436 March 24, 2006 from 1:30 - 2:30 PM |
• | UCLA Geffen School of Medicine, 2006 Graduating Medical Students "Life after Medical School - Plan for your Future" March 17, 2006 at noon |
• | LAC+USC Medical Center, Department of General Surgery February 10, 2006 at noon Location - USC Surgical Skills Training Center 2250 Alcazar Street, B-9 Los Angeles, CA 90033 Lunch is provided |
• | UCLA Olive View Medical Center, Department of Emergency Medicine January 26, 2006 - Time TBD Location - 1st Floor Conference Room |
• | LAC+USC Medical Center, Department of General Surgery December 6, 2005 at noon Location - TBD Lunch is provided |
• | Cedars-Sinai Medical Center, Department of Pediatrics November 2, 2005 at noon Lunch is provided |
• | Huntington Memorial Hospital, Departments of General Surgery and Internal Medicine October 6, 2005 at noon Location - Huntington Memorial Hospital, Conference Room TBD |
• | UCLA Medical Center, Department of Anesthesiology September 24, 2005 - Annual Retreat Location - Malibu, CA |
• | UCLA Medical Center, Department of Internal Medicine (Fellows) June 8, 2005 from 3:00 - 4:30 PM |
• | LAC+USC Medical Center, Department of Hematology and Oncology Norris Comprehensive Cancer Center, Room #5436 June 8, 2005 from 12:00 - 1:00 PM |
• | Huntington Memorial Hospital, Department of General Surgery February 17, 2005 at noon Location - Huntington Memorial Hospital, Room # 2 Lunch is provided |
• | LAC+USC Medical Center, Department of Otolaryngology February 8, 2005 at noon Location - OPD 2-P76 Lunch is provided |
• | Glendale Adventist Medical Center, Department of Family Practice February 7, 2005 from 12:30 to 1:30 PM Location - Committee Room A Lunch is provided |
• | UCLA Medical Center, Department of Neurology February 3, 2005 at 6:00 PM Location - Napa Valley Restaurant 1100 Glendon Avenue, Westwood (310) 824.3322 Sponsored by Pfizer |
• | Kaiser Permanente Medical Center - Sunset Blvd., Departments of Family Practice, Pediatrics, Internal Medicine, General Surgery, Urology, Neurology, Cardiology, Radiation Oncology, Obstetrics and Gynecology January 20, 2005 from 12:00 noon to 1:30 PM Location - 4733 Sunset Blvd., 2nd Floor Conference Room Lunch is provided |
• | USC University Hospital, Department of Family Medicine January 19, 2005 from 3:30 - 4:30 PM |
• | National Medical Association, 2004 Annual Convention Postgraduate Physician Workshop July 31, 2004 from 1:00 to 3:00 PM Location - San Diego Convention Center, San Diego, CA |
• | LAC+USC Medical Center, Department of Urology - Financial Planning June 1, 2004 at 5:30 PM Dinner is provided |
• | Cedars-Sinai Medical Center, Department of Cardiology May 7, 2004 at noon Room 5413 - North Tower Lunch is provided |
• | Children’s Hospital of Los Angeles, Department of Hematology and Oncology April 23, 2004 at 1:00 PM Location - 6th Floor of Outpatient Towers, Conference Room |
• | Glendale Adventist Medical Center, Department of Family Practice March 29, 2004 from 12:30 to 1:30 PM Location - Committee Room A Lunch is provided |
• | UCLA Medical Center, Department of Pediatrics March 23, 2004 from 12:00 to 1:00 PM Marion Davies Children’s Center, Wright Library Lunch is provided |
• | Huntington Memorial Hospital, Departments of General Surgery and Internal Medicine February 26, 2004 at 11:00 AM Location - Huntington Memorial Hospital, Dining Room D Lunch is provided |
• | Kaiser Permanente Medical Center - Sunset Blvd., Departments of Family Practice, Pediatrics, Internal Medicine, General Surgery, Urology, Neurology, Cardiology, Radiation Oncology, Obstetrics and Gynecology January 26, 2004 from 12:00 noon to 1:30 PM Location - 1515 Vermont Avenue, Conference Room 1 Lunch is provided |
• | UCLA Olive View Medical Center, Department of Emergency Medicine January 22, 2004 from 9:00 to 10:30 AM Location - 1st Floor Conference Room |
• | LAC+USC Medical Center, Department of Otolaryngology January 20, 2004 at noon Location - OPD 2-P76 Lunch is provided by Michael J’s |
• | Cedars-Sinai Medical Center, Department of Pediatrics November 7, 2003 at noon Lunch is provided |
• | UCLA Medical Center, Department of Family Medicine October 22, 2003 at 9:00 AM Location - Santa Monica Hospital, Classroom B |
• | LAC+USC Medical Center, Department of Emergency Medicine October 21, 2003 at noon Location - Room 1645 Lunch is provided |
• | UC Irvine Medical Center, Department of Pediatrics October 17, 2003 at 2:00 PM Location - Dana Point, CA |
• | UCLA Sepulveda VA Medical Center, Department of Internal Medicine October 4, 2003 at noon Location - Main Auditorium Lunch provided by hospital |
• | Cedars-Sinai Medical Center, Department of Psychiatry August 21, 2003 at 6:30 PM Location - Pinot Hollywood |
• | Kaiser Permanente Medical Center, Orange CA, Department of Family Practice July 29, 2003 from 12:30 to 1:30 PM Lunch is provided by Kaiser |
• | LAC+USC Medical Center, Department of Urology - Financial Planning after Residency June 24, 2003 at 5:00 PM Dinner is provided |
• | USC Keck School of Medicine, 2003 Graduating Medical Students "Life after Medical School - Plan for your Future" May 16, 2003 at Noon |
• | UCLA Medical Center, Department of Anesthesiology March 28, 2003 at 6:00 PM Location - Tanino Ristorante 1043 Westwood Blvd. (310) 208-0444 Sponsored by Masimo |
• | UCSF Medical Center, Dept. of Anesthesiology March 13, 2003 at 6:00 PM Location - TBA |
• | Cedars-Sinai Medical Center, Department of Pediatrics March 11, 2003 at Noon Lunch is provided |
• | Glendale Adventist Medical Center, Department of Obstetrics & Gynecology and Family Practice March 10, 2003 at Noon Location - Committee Room A Lunch is provided |
• | Huntington Memorial Hospital, Department of Internal Medicine March 7, 2003 at Noon Location - Huntington Memorial Hospital, Conference Room #3 Lunch is provided by HMH |
• | LAC+USC Medical Center, Department of Pathology March 6, 2003 at Noon Location - Room 2640 |
• | Huntington Memorial Hospital, Department of General Surgery February 28, 2003 at 6:30 PM Location - Cicada Restaurant, 617 S. Olive Street, Los Angeles Dinner is provided by Wyeth Pharmaceuticals |
• | LAC+USC Medical Center, Department of Orthopaedic Surgery February 27, 2003 at 6:30 PM Location - Xiomara Restaurant, 69 North Raymond Avenue, Pasadena Sponsored by Pharmacia Corp |
• | UCLA Medical Center, Department of Family Medicine February 21, 2003 at 10:30 AM Location - Les Kelley Clinic Conference Room, Santa Monica |
• | UCLA Olive View Medical Center and VA, Department of Psychiatry February 19, 2003 at 6:30 PM Location - Odyssey Restaurant Dinner is provided by Pfizer Pharmaceuticals |
• | Kaiser Permanente Medical Center - Sunset Blvd., Departments of Family Practice, Pediatrics, Internal Medicine, General Surgery, Urology, Neurology, Cardiology, Radiation Oncology, Obstetrics and Gynecology February 18, 2003 at Noon Location - 1515 Vermont Avenue, Conference Center Room 6 Lunch is provided |
• | Cedars-Sinai Medical Center, Department of General Surgery February 12, 2003 at Noon Location - North Tower, Room #8215 Lunch is provided |
• | Kaiser Permanente Medical Center - Sunset Blvd., Departments of Family Practice, Pediatrics, Internal Medicine, General Surgery, Urology, Neurology, Cardiology, Radiation Oncology, Obstetrics and Gynecology January 26, 2003 at Noon Location - 1515 Vermont Avenue, Conference Center Lunch is provided |
• | Martin Luther King/Charles Drew Medical Center, Department of Family Medicine December 4, 2002 at Noon Location - Hubert Humphrey Comprehensive Health Center |
• | UC Irvine, Department of Pediatrics October 18, 2002 at 10:00 AM Location - TBA |
• | LAC+USC Medical Center, Department of Oral Maxillo Facial Surgery October 16, 2002 at Noon Location - OPD 1-P51 Lunch is provided |
• | Cedars-Sinai Medical Center, Department of Internal Medicine September 20, 2002 at Noon Location - Harvey Morse Auditorium |
• | LAC+USC Medical Center and White Memorial Hospital, Department of Pediatrics, Dermatology, Allergy & Immunology March 21, 2002 at 6:30 PM Location - McCormick & Schmick’s, Pasadena Dinner provided by Pfizer |
• | Huntington Memorial Hospital, Department of General Surgery February 20, 2002 at 6:30 PM Location - Derek’s Bistro, Pasadena Dinner provided by Pfizer |
• | Kaiser Permanente Medical Center, Departments of Family Medicine, Internal Medicine, Pediatrics, General Surgery, Obstetrics & Gynecology, and Radiation Oncology February 12, 2002 at Noon Location - Conference Rooms 6 & 7, Vermont Avenue Lunch is provided |
• | Glendale Adventist Hospital, Departments of Family Medicine and Obstetrics & Gynecology February 11, 2002 at Noon Location - Glendale Adventist Hospital, Conference Rooms A and B |
• | UCLA Medical Center, Department of Family Medicine February 7, 2002 at 10:30 AM Location - 200 UCLA Medical Plaza, Suite 220 |
• | Childrens Hospital of Los Angeles February 3, 2002 at Noon Location - Weingart Auditorium |
• | University of Southern California, Department of Family Medicine January 10, 2002 at 6:30 PM Location - Derek’s Bistro, Pasadena Dinner provided by Pfizer |
• | Huntington Memorial Hospital, Department of Internal Medicine December 27, 2001 at Noon Location - Huntington Memorial Hospital, Conference Room #3 Lunch provided by ING Pilgrim Securities, Inc. |
• | LAC+USC Medical Center, Department of Urological Surgery December 11, 2001 at 5:30 PM Location - USC Norris Comprehensive Cancer Center |
• | LAC+USC Medical Center, Department of Orthopedic Surgery December 3, 2001 at 6:00 PM Location - The Chop House, Pasadena Dinner provided by Pharmacia Corp. |
• | UCLA Sepulveda VA Medical Center, Department of Internal Medicine May 17, 2001 at Noon Location - Main Auditorium Lunch provided by hospital |
• | LAC+USC Medical Center, Department of Otolaryngology April 30, 2001 at Noon Location - OPD 2-P76 Lunch is provided |