Navigating financial wellness as an OD - Strategies to build a secure financial future
Navigating financial wellness as an OD - Strategies to build a secure financial future
Building financial wellness is crucial for long-term stability. AOAExcel invites you to a unique workshop tailored specifically to ODs, where our panel of experts will share strategies on optimizing your retirement plan, choosing the right loan repayment options, and protecting your income with the right insurance coverage. Whether you're just starting out or looking to boost your financial health, this session offers valuable insights and actionable steps. Get your questions answered live by specialists who understand the unique challenges you face.
In this workshop, you will learn how to:
- Leverage retirement plans to maximize your contributions and reduce your current tax burden
- Identify the best student loan repayment strategies to align with your financial goals
- Uncover proven strategies to protect your income and career
- Provide financial protection to your beneficiaries
- Discover free benefits available to AOA members
AOA members are encouraged to bring questions to the workshop or submit them ahead of time to aoaexcel@aoa.org.
Date: Tuesday, November 12, 2024
Time: 8pm ET/5pm PT
Featuring experts from AOAExcel’s endorsed business partners, Laurel Road, GradFin, Equitable Financial, and AGIA Affinity.
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