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.
The most important thing to know about retirement savings planning
AOAExcel checked in with Nathanael Kelley of our endorsed business partner Equitable to discuss pertinent questions that ODs need to know.
Workshop: How to utilize retirement plans as an optometric practice owner
AOAExcel presents an opportunity for AOA members to have their questions answered regarding employee retirement plans for your optometry practice.
The OD Practice Owner’s Guide to Retirement Savings
Discover the retirement savings plans that are available to you and your employees.