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The ABC's of Retirement Preparation

Orange County Medical Association, Cooperative of American Physicians and CMA Foundation

Tuesday, February 26, 2013 from 6:00 PM to 8:30 PM (PST)

Ticket Information

Ticket Type Sales End Price Fee Quantity
OCMA Member Ended Free $0.00
Non-member Ended $70.15 $4.84

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Event Details

 

"The ABC's of Retirement Preparation" 

With OCMA Preferred Business Partners: 

                                      

                         
Meet the Experts and get all your questions answered!  An interactive discussion addressing all aspects of retirement planning.

 

Some topics include:

  • How do I value and sell my medical practice? 
  • Can my Defined Benefit Plan be a part of my business continuation plan? 
  • How can I be sure that I'm minimizing the taxes I should pay?   
  • What can I do to control contributions to my staff?
  • How much can I spend each year in retirement?

Date:
Tuesday, February 26, 2013
 
Time:

6:00 PM - Dinner

6:30-8:00 PM - Presentation

 

Location:

OCMA Conference Center

17322 Murphy Ave. Irvine, CA 92614

 

Price:

OCMA Members: Free

Non-members: $75

 

Questions:

Donna McPride

dmcpride@ocma.org

(949) 398-8100 Ext. 107

 

Panelists:    

  • Michael Gorelick, APR - Benefit Equity, Inc. (Pension Expert)
  • Maria Arriola, CPA - ELLS CPAs & Business Advisors (Tax & Accounting Expert)
  • Jim Moos, CFP®, CIMA®, CRPS® - Morgan Stanley Smith Barney(Financial Services Expert)
  • Christopher Majdi, MS, CBA, CHBC - Transition Consultants (Business Evaluation Expert)

When & Where


Orange County Medical Association
17322 Murphy Avenue
Irvine, CA 92614

Tuesday, February 26, 2013 from 6:00 PM to 8:30 PM (PST)


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