List of Seminars

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

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 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

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

 

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