Workshop—Recent Retirement Plan Changes: What Optometric Practice Owners Need to Know

May 10, 2023
AOAExcel presents an opportunity for AOA members to ask questions about retirement planning and the new Secure 2.0 Act
Fork in the road with two signs pointing in opposite directions, one stating 'work' the other stating 'retirement'

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

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