Retirement Planning for Doctors

Date: 2/26/2013
Time: 6:00 PM - 8:30 PM

Irvine, CA

Registration Fees:

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?


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)

Tuesday, February 26, 2013

6:00 PM - Dinner
6:30-8:00 PM - Presentation

OCMA Conference Center
17322 Murphy Ave. Irvine, CA 92614

OCMA Members: Free
Non-members: $75


Donna McPride
(949) 398-8100 Ext. 107

View Speakers

Event Description:
An interactive discussion addressing all aspects of retirement planning

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Have questions about buying or selling a practice?


About Us

Most doctors looking to buy or sell their practice can’t find the time to figure out the complicated steps involved. At Transition Consultants, we’ve created a process that makes the transition painless so they can move into their next season and start living life on their own terms.

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