Tax Efficient Wealth Building for Physicians
FREE In-Person Session for Physicians & Healthcare Professionals
Event Date
September 17, 2025
Registration Deadline
Wednesday, September 17, 2025
Tax Efficient Wealth Building for Physicians: Tax Minimization, Recapture, and Smarter Paths to Building Wealth
Date/Time: September 17, 2025; 6pm
Location:
San Antonio Regional Hospital West Wing Conference 1
999 San Bernardino Rd., Upland, CA 91786
PLEASE NOTE THIS PRESENTATION IS BEING RESCHEDULED FROM AUGUST 20 TO SEPTEMBER 17
All physicians and healthcare professionals are invited to this FREE in-person educational session.
It’s time for you to develop a more successful relationship with taxes to increase (“recapture”) revenues instead of leaking your hard earned income.
Session will focus on the following objectives:
- Maximizing contributions by utilizing 401(k), 403(b), and IRAs to reduce taxable income and grow wealth tax-deferred.
- Manage asset allocation more effectively -spread investments to manage risk and enhance returns for your year end position.
- Develop a game plan based on being a self-employed physician or part of a group practice strategy.
Presenters:
- Amit Chandel, Chief Tax Strategist, Focus CPA/SWAT Advisors
- Raquel Naranjo, JD, Financial Planner, SWAT Advisors
- Alfred Valencia, CExP, Wealth Management Advisor, SWAT Advisors
Registration Fees
| Price Description | Amount |
|---|---|
| CMS Staff | $0.00 |
| Component Medical Society Members | $0.00 |
| Phyisican Non-Members & Staff | $0.00 |
| SBCMS Members & Staff | $0.00 |
Available Functions
Speakers
| Speaker | Organization | Sessions |
|---|
Sponsors
Location Information
San Antonio Regional Hospital West Wing CR1999 San Bernardino Rd
Uplanda, CA 91786