Pt. 2 - Building Generational Wealth Through Tax-Efficient Planning
Physicians, Practice Owners, Specialists, and Practice Administrators are invited to this complimentary 3-part series in partnership with Focus CPA
September 24, 2026
Thursday, September 24, 2026
PT. 2 - BUILDING GENERATIONAL WEALTH THROUGH TAX-EFFICIENT PLANNING
Thursday, September 24, 2026; 6:00pm-7:30pm (PST)
Location: San Antonio Regional Hospital West Wing Conference Room, 999 San Bernarino Rd., Uplands, CA 91786
REGISTER HERE OR CLICK ON "REGISTER" BUTTON ON LEFT
This 3-part in person tax strategies that build wealth, protect income and maximize your practice series is designed for physicians in independent practice, physician partners, medical practice owners, high-income W-2 physicians, specialists, and practice administrators.
In session 2 learn how coordinated tax-efficient planning can help protect assets, support retirement goals, and prepare for legacy on practice succession.
Presenter:
- Amit Chandel, Chief Tax Strategist, Focus CPA/SWAT Advisors
- Raquel Naranjo, JD, Financial Planner, Focus CPA/SWAT Advisors
- Alfred Valencia, Financial Planner, Focus CPA/SWAT Advisors
Light snacks and beverages will be served.
Registration Fees
| Price Description | Amount |
|---|---|
| Component Medical Society Members | $0.00 |
| Guest(s) | $0.00 |
| Medical Student Non-Member | $0.00 |
| Physician Non-Member | $0.00 |
| Physician Non-Member Staff | $0.00 |
| Resident Non-Member | $0.00 |
| SBCMS Member | $0.00 |
| SBCMS Member's Staff | $0.00 |
Available Functions
Sponsors
Location Information
San Antonio Regional Hospital West Wing CR1999 San Bernardino Rd
Uplanda, CA 91786