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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
Career Resources
Insurance Products
Personal Finance
Additional Benefits
Additional Benefits
Download our Resource Guides
The Young OD's Comprehensive Guide to Malpractice Insurance
The Guide to Retirement Savings Plan Options for Optometrists
The Optometric Practice Owner's Guide to Retirement Savings
Payment Processor Guide - 4 Ways for Optometrists to Audit Their Current Payment Processor
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Read more of the latest AOAExcel news on the AOAExcel Resource Updates page.
AOA members automatically receive a 0.25% rate discount for maintaining their membership.
Your member benefits
7 questions about life insurance answered
September is Life Insurance Awareness Month. Learn about AOA member benefits available through AOAExcel®.
Life happens, whether we’re ready or not
National Life Insurance Day is an observance that reminds Americans how proper planning now buys peace of mind in the future. Help protect your loved ones with life insurance through AOAExcel®.
7 things to know to protect your future
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