Financial Planning
Schwab's Executive Services provides dedicated one-on-one support for your complex financial needs. This premier service is available to SCPMG physician retirees at no cost.
- Learn more about Schwab Executive Services
- Contact information and bio for Mike Dickman CFP®
- Learn more about Required Minimum Distributions
In addition to the many tools and resources provided on the participant website, Schwab offers additional resources through educational “sitelets”. Schwab’s “sitelets” are informational in nature, focus on specific topics, and provide helpful tips and tools to address a variety of financial situations.
- Schwab MoneyWise®
The MoneyWise sitelet provides you with real-world answers to your money questions, with a wide range of online financial management tools and resources. Access answers, budgeting tips, calculators, quizzes, life event scenarios, resources for parents and educators, and more.
- Schwab Real Life RetirementTM Services on Schwab.com
Visit this site to hear from and engage with retirement experts, and to remain on top of all of the tools, resources, and products that are available to you. Be sure to visit often, as content will be regularly updated and enhanced.
For questions, please call 1-888-256-8830. Representatives are available to assist you Monday-Friday from 5 a.m. to 7 p.m. Pacific time.
Healthy Aging
Articles from www.kp.org
- Staying independent at home: Get the support you need
- Managing your medication: How to get the best results
- Emotional wellness: It’s key to good mental health
- Classes and programs in Southern California
Recreation Connection
Find discount tickets to all your favorite entertainment and leisure activities, including theme parks, movies, travel, sporting events and more.
Visit www.recreationconnection.com/kaiser or call 1-800-801-7220 for more information.
Healthy Lifestyle Programs
Kaiser Permanente members can choose from several programs designed to help you reach your personal health goals. You'll receive a personalized plan, as well as access to tools to help measure your progress. Choose from a variety of programs including: