Workshop: How to utilize retirement plans as an optometric practice owner

September 6, 2022
AOAExcel presents an opportunity for AOA members to have their questions answered regarding employee retirement plans for your optometry practice.
Fork in the road with two signs pointing in opposite directions, one stating 'work' the other stating 'retirement'

Hiring new employees for an optometry practice is more competitive than ever.  To attract the best candidates, one of the most enticing factors can be the benefits that are offered, including adding top-tier retirement plans to prospective employees.  Picking the right retirement plan is not only beneficial to the business, but it can help the practice owner as well.

Starting a retirement plan for your practice can introduce a number of questions.  For instance, practice owners may want to know how to set up the accounts, what costs are involved, or what plan might be most beneficial for small business owners. 

On Wednesday, September 21st, 2022 at 8pm ET, Equitable will partner with AOAExcel to present the “How to Utilize Retirement Plans as an Optometric Practice Owner” workshop.  This workshop presents a great opportunity to talk with an expert and ask any questions you may have pertaining to utilizing retirement plans. 

Topics that will be covered include:

  • How ODs can utilize retirement plans to reduce taxable income
  • Understanding your options for employee eligibility
  • Understanding set-up & administrative costs
  • How offering employees retirement account options can be beneficial for your optometric practice
  • Information on popular plans for optometric small businesses such as SEP IRA, Safe Harbor, Simple IRA, & Traditional 401K
  • Plans for solo ODs vs. private optometric practice owners
  • How AOA members can receive a complimentary retirement plan consultation

AOA members are encouraged to ask Retirement Specialist Nathanael Kelly questions during the workshop or submit a question ahead of time to

Please make plans to join us on Wednesday, September 21st at 8pm ET and have your best questions ready! Register here.

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