List of Seminars

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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.

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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

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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

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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.

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Charles Drew University/UCLA Medical Education Program 
"Transitioning from Medical School to Internship/Residency"
March 28, 2015 from 8:00 to 11:00 AM

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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.

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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.

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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.

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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.

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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

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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

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West LA VA/UCLA Medical Center, 
Department of Physical Medicine & Rehabilitation
October 28, 2014 at noon - lunch is provided

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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.

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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

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Charles Drew University/UCLA Medical Education Program 
"Transitioning from Medical School to Internship/Residency"
March 29, 2014 from 11:00 to 12:30 PM

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UCLA Medical Center, Department of Family Medicine, 
"Les Kelly UCLA Family Health Center" 
January 22, 2014, at 10:45 AM

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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

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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

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West LA VA/UCLA Medical Center, 
Department of Physical Medicine & Rehabilitation
October 29, 2013 at noon

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Charles Drew University/UCLA Medical Education Program
"Transitioning from Medical School to Internship/Residency" 
March 23, 2013 from 12:30 to 2:00 PM

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UCLA Geffen School of Medicine, College of Acute Care
"Essential Financial Planning Concepts and Considerations for Physicians" 
March 14, 2013

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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

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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

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UCLA Medical Center, Department of Medicine
Les Kelly UCLA Family Health Center 
September 19, 2012 at 10:00 AM

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Glendale Adventist Medical Center, Department of Family Practice
April 30, 2012 from 12:30 to 1:30 PM

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UCLA Geffen School of Medicine, College of Acute Care
"Essential Financial Planning Concepts and Considerations for Physicians"
March 15, 2012

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West LA VA/UCLA Medical Center, Department of Physical Medicine & Rehabilitation
March 13, 2012 at noon

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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

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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

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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

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American College of PhysiciansAmerican 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

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UCLA Medical Center, Department of Family Medicine 
May 18, 2011 at 10:30 AM
Les Kelley UCLA Family Health Center

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Drew/UCLA Medical Education Program 
"Transitioning to Internship" 
April 9, 2011 from 9:00 AM to 11:00 AM

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UCLA Geffen School of Medicine, College of Acute Care 
"Essential Financial Planning Concepts and Considerations for Physicians"
March 18, 2011

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Kaiser Permanente Medical Center, Department of Pediatrics
March 17, 2011

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UCLA Geffen School of Medicine, College of Applied Anatomy
"Essential Financial Planning Concepts and Considerations for Physicians"
March 9, 2011 at 6:00 PM

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UCLA Medical Center, Department of Obstetrics & Gynecology
February 25, 2011 at 3:45 PM 
UCLA Medical Center, Room B-124

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Kaiser Permanente Medical Center, Department of Family Medicine 
February 4, 2011

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LAC+USC Medical Center, Department of Vascular Surgery
December 2, 2010 at 6:00 PM

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White Memorial Medical Center, Department of Pediatrics
October 14, 2010 at 12:30 PM
Birthing Center Conference Room

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UCLA Medical Center, Department of Anesthesiology 
October 2, 2010 - Annual Retreat 
Hermosa Beach, CA

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Harbor-UCLA Medical Center, Department of Emergency Medicine
September 24 - 26, 2010 - Annual Retreat
UCLA Conference Center, Lake Arrowhead, CA

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UCLA Medical Center, Department of Family Medicine 
June 23, 2010 at 10:15 AM
Les Kelley UCLA Family Health Center

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UCLA Geffen School of Medicine, College of Acute Care 
"Essential Financial Planning Concepts and Considerations for Physicians"
March 19, 2010

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UCLA Geffen School of Medicine, College of Applied Anatomy
"Essential Financial Planning Concepts and Considerations for Physicians"
February 24, 2010 at 6:00 PM

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UCLA Medical Center, Department of Pediatrics
January 27, 2010

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Huntington Memorial Hospital, Department of General Surgery
December 12, 2009

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LAC+USC Medical Center, Department of Radiology
October 1, 2009

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LAC+USC Medical Center, Department of General Surgery
September 4, 2009

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UCLA Olive View Medical Center, Department of Internal Medicine
August 11, 2009

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Kaiser Permanente Medical Center, Department of Pediatrics
July 15, 2009

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Glendale Adventist Medical Center, Department of Family Medicine
July 13, 2009

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UCLA Geffen School of Medicine, 2009 Graduating Medical Students 
"Life after Medical School - Plan for your Future"
March 20, 2009

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LAC+USC Medical Center, Department of Radiology
November 5, 2008

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UCLA Geffen School of Medicine, 2008 Graduating Medical Students
"Life after Medical School - Plan for your Future"
March 14, 2008

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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

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UCLA Medical Center, Department of Anesthesiology
October 7, 2006 - Annual Retreat
Location - Hermosa Beach, CA

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LAC+USC Medical Center, Department of Neurosurgery
August 25, 2006 at 8:15 AM
Location - Room 5046

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LAC+USC Medical Center, Department of Hematology and Oncology
Norris Comprehensive Cancer Center, Room #5436
March 24, 2006 from 1:30 - 2:30 PM

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UCLA Geffen School of Medicine, 2006 Graduating Medical Students
"Life after Medical School - Plan for your Future"
March 17, 2006 at noon

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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

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UCLA Olive View Medical Center, Department of Emergency Medicine
January 26, 2006 - Time TBD
Location - 1st Floor Conference Room

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LAC+USC Medical Center, Department of General Surgery
December 6, 2005 at noon
Location - TBD
Lunch is provided

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Cedars-Sinai Medical Center, Department of Pediatrics
November 2, 2005 at noon
Lunch is provided

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Huntington Memorial Hospital, Departments of General Surgery and Internal Medicine
October 6, 2005 at noon
Location - Huntington Memorial Hospital, Conference Room TBD

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UCLA Medical Center, Department of Anesthesiology
September 24, 2005 - Annual Retreat
Location - Malibu, CA

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UCLA Medical Center, Department of Internal Medicine (Fellows)
June 8, 2005 from 3:00 - 4:30 PM

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LAC+USC Medical Center, Department of Hematology and Oncology
Norris Comprehensive Cancer Center, Room #5436
June 8, 2005 from 12:00 - 1:00 PM

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Huntington Memorial Hospital, Department of General Surgery
February 17, 2005 at noon
Location - Huntington Memorial Hospital, Room # 2
Lunch is provided

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LAC+USC Medical Center, Department of Otolaryngology
February 8, 2005 at noon
Location - OPD 2-P76
Lunch is provided

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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

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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

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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

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USC University Hospital, Department of Family Medicine
January 19, 2005 from 3:30 - 4:30 PM

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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

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LAC+USC Medical Center, Department of Urology - Financial Planning
June 1, 2004 at 5:30 PM
Dinner is provided

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Cedars-Sinai Medical Center, Department of Cardiology
May 7, 2004 at noon
Room 5413 - North Tower
Lunch is provided

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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

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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

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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

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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

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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

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UCLA Olive View Medical Center, Department of Emergency Medicine
January 22, 2004 from 9:00 to 10:30 AM
Location - 1st Floor Conference Room

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LAC+USC Medical Center, Department of Otolaryngology
January 20, 2004 at noon
Location - OPD 2-P76
Lunch is provided by Michael J’s

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Cedars-Sinai Medical Center, Department of Pediatrics
November 7, 2003 at noon
Lunch is provided

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UCLA Medical Center, Department of Family Medicine
October 22, 2003 at 9:00 AM
Location - Santa Monica Hospital, Classroom B

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LAC+USC Medical Center, Department of Emergency Medicine
October 21, 2003 at noon
Location - Room 1645
Lunch is provided

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UC Irvine Medical Center, Department of Pediatrics
October 17, 2003 at 2:00 PM
Location - Dana Point, CA

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UCLA Sepulveda VA Medical Center, Department of Internal Medicine
October 4, 2003 at noon
Location - Main Auditorium
Lunch provided by hospital

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Cedars-Sinai Medical Center, Department of Psychiatry
August 21, 2003 at 6:30 PM
Location - Pinot Hollywood

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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

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LAC+USC Medical Center, Department of Urology - Financial Planning after
Residency
June 24, 2003 at 5:00 PM
Dinner is provided

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USC Keck School of Medicine, 2003 Graduating Medical Students
"Life after Medical School - Plan for your Future"
May 16, 2003 at Noon

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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

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UCSF Medical Center, Dept. of Anesthesiology
March 13, 2003 at 6:00 PM
Location - TBA

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Cedars-Sinai Medical Center, Department of Pediatrics
March 11, 2003 at Noon
Lunch is provided

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Glendale Adventist Medical Center, Department of Obstetrics & Gynecology and Family Practice
March 10, 2003 at Noon
Location - Committee Room A
Lunch is provided

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Huntington Memorial Hospital, Department of Internal Medicine
March 7, 2003 at Noon
Location - Huntington Memorial Hospital, Conference Room #3
Lunch is provided by HMH

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LAC+USC Medical Center, Department of Pathology
March 6, 2003 at Noon
Location - Room 2640

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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

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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

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UCLA Medical Center, Department of Family Medicine
February 21, 2003 at 10:30 AM
Location - Les Kelley Clinic Conference Room, Santa Monica

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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

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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

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Cedars-Sinai Medical Center, Department of General Surgery
February 12, 2003 at Noon
Location - North Tower, Room #8215
Lunch is provided

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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

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Martin Luther King/Charles Drew Medical Center, Department of Family
Medicine
December 4, 2002 at Noon
Location - Hubert Humphrey Comprehensive Health Center

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UC Irvine, Department of Pediatrics
October 18, 2002 at 10:00 AM
Location - TBA

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LAC+USC Medical Center, Department of Oral Maxillo Facial Surgery
October 16, 2002 at Noon
Location - OPD 1-P51
Lunch is provided

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Cedars-Sinai Medical Center, Department of Internal Medicine
September 20, 2002 at Noon
Location - Harvey Morse Auditorium

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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

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Huntington Memorial Hospital, Department of General Surgery
February 20, 2002 at 6:30 PM
Location - Derek’s Bistro, Pasadena
Dinner provided by Pfizer

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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

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Glendale Adventist Hospital, Departments of Family Medicine and Obstetrics & Gynecology
February 11, 2002 at Noon
Location - Glendale Adventist Hospital, Conference Rooms A and B

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UCLA Medical Center, Department of Family Medicine
February 7, 2002 at 10:30 AM
Location - 200 UCLA Medical Plaza, Suite 220

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Childrens Hospital of Los Angeles
February 3, 2002 at Noon
Location - Weingart Auditorium

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University of Southern California, Department of Family Medicine
January 10, 2002 at 6:30 PM
Location - Derek’s Bistro, Pasadena
Dinner provided by Pfizer

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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.

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LAC+USC Medical Center, Department of Urological Surgery
December 11, 2001 at 5:30 PM
Location - USC Norris Comprehensive Cancer Center

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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.

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UCLA Sepulveda VA Medical Center, Department of Internal Medicine
May 17, 2001 at Noon
Location - Main Auditorium
Lunch provided by hospital

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LAC+USC Medical Center, Department of Otolaryngology
April 30, 2001 at Noon
Location - OPD 2-P76
Lunch is provided