Cut Your Income Tax Bill in 2013 and Beyond

Lunch & Learn for Doctors

The Mayan Room, Suite 310, 450 Sutter Street, San Francisco
Lunch @ 11:45 am. Presentation and Q&A: 12:05 to 12:55

You may think you are contributing the maximum to your retirement plan. You may be maximizing your 401(k) up to $17.5K... you may even have a profit sharing plan in place up to $51K. But did you know that you can also contribute to a Defined Benefit plan, providing even more opportunity to shelter significant portions of your 2013 and future earned income? Join Integrous’ guest speakers Leonard Roberts of Nicholas Pension Consultants and Christopher Edgar of Dimensional Fund Advisors and learn how you can:

  • Reduce your current and future taxes with custom plan designs
  • Accelerate your retirement savings
  • Attract and retain top talent
  • Protect your savings from market volatility
  • Sell your practice to younger associates in a tax-advantaged way

Guest Speakers

Christopher Edgar

Christopher Edgar

As a regional director for Dimensional Fund Advisors, Chris works closely with advisors in northern California. In this role, he educates advisors on capital markets research, assists in communicating investment concepts, and consults on portfolio construction and practice management issues. Prior to joining Dimensional, Chris worked in risk management for Western Asset Management, an institutional fixed income manager. He holds a bachelor's degree in finance from Villanova University, where he was also a member of the men's soccer team. He is currently studying for the CFA designation.

Leonard Roberts

Leonard Roberts

Leonard is a principal of Nicholas Pension Consultants and responsible for installing in excess of one hundred plans per year and presenting educational seminars for CPA’s and investments advisors in Northern California. After graduating from Chico State with a Bachelor of Arts in Biological Sciences, he spent the subsequent 15 years as a regional director of sales and marketing, managing five branches and servicing several hundred clients in all the states west of the Mississippi. Leonard is an avid runner and recently climbed Mount Shasta. He resides in Lafayette with his wife and two children.

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