Workshop—Recent Retirement Plan Changes: What Optometric Practice Owners Need to Know
The recent Secure 2.0 Act brings many changes to the retirement planning process that may be beneficial to optometric practice owners, especially to those who have not yet established a plan for their practice. AOAExcel is excited to welcome Retirement Program Specialist Nathanael Kelley of Equitable Financial to our latest workshop, “Recent Retirement Plan Changes: What Optometric Practice Owners Need to Know,” on Wednesday, May 24, at 8 pm ET.
This workshop is a great opportunity for AOA members to talk with a retirement specialist in a casual setting and get answers to their questions. In this workshop, you will learn:
- How ODs can use retirement plans to reduce taxable income
- What recent changes in light of the Secure 2.0 Act mean for you and your retirement
- How offering a retirement plan to employees can benefit your optometric practice
- How to understand set-up & administrative costs
- How AOA members can receive free retirement planning support
The workshop will be hosted on EyeLearn, the AOA’s professional development hub that offers educational modules and resources to help advance the practice of contemporary optometry. Those interested in attending the workshop can register here. Participants are encouraged to bring questions or submit them ahead of time to aoaexcel@aoa.org.
Top Questions OD Practice Owners Are Asking When Reviewing Their Practice’s Retirement Plan
Optometric practice owners must regularly review their retirement plans to ensure compliance, control costs, and maximize benefits. Learn more about the key items that should be considered in a review and how AOA members can receive a complimentary plan review by a Retirement Program Specialist.
Strategic Insights: Choosing the Right Retirement Plan for Your Practice
The specialists at Equitable will help you choose the best plan for your practice.
Review the Health of Your Practice's Retirement Plan Offerings
The specialists at Equitable will work with you to ensure your plans are compliant.