Please join the Orange County Medical Association for a Physician Wellness program on retirement planning. "Retirement Planning...You Don't Know What You Don't Know" is presented by Jim Moos, CFP, CIMA, CRPS and Peter Gustini, CIMA. This program will answer major retirement questions tailored to the needs of Orange County's physicians such as:
- How long will I be in retirement?
- How much will I spend on healthcare/Long-Term Care?
- How much income can I spend annually?
- What should I know about behavioral finance?
About the Speakers
Jim Moos, CFP, CIMA, CRPS - Jim has been working in the OCMA for the past 10 years, managing its foundation investment account and advising on the OCMA retirement plan. He is a Senior Vice President and Financial Advisor at Morgan Stanley Wealth Management in Newport Beach. Jim has 34 years of experience with Morgan Stanley and its predecessor firms. Jim is a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Plans Specialist (CRPS) and a Certified Investement Management Analyst (CIMA) from The Wharton School of Business. Jim also earned a MBA from Cal State University Long Beach. In the past he has worked with the California Medical Association as a preferred retirement provider. Jim's son is a surgeon.
Peter Gustini, CIMA - Peter is an executive with Vanguard specializing in Vanguard's index Exchange Traded Funds (ETF). Vanuard has become a household name for investing and is one of the world's largest investment management companies with approximatley $4 Trillion in assets. Peter is a Certified Investment Management Analyst (CIMA) with 25 years of industry experience. Prior to Vanguard he held Vice President positions with JP Morgan Asset Management, Federated Investors and Morgan Stanley.
Time
6:00 p.m. - Dinner
6:30 p.m. - Program
Registration
Cost
Free to OCMA and/or CAP members
Free to non-physician guests of OCMA and/or CAP members
$100 per person for non-member physicians
$25 per person for non-physician guests of non-member physicians