Financial Health

Navigating financial wellness as an OD - Strategies to build a secure financial future

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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

REGISTER NOW

As a doctor of optometry, you've worked hard to cultivate your career. AOAExcel^® has sourced tools to help you manage your finances and secure the financial future you've worked hard for–whether this starts with a game plan to address your student loans, tools to create a retirement savings plan or integral moves to prepare for the unexpected. 

AOA Members must apply through www.laurelroad.com/aoa-excel to access these benefits. 

Student loan refinancing

Student loans are confusing and AOAExcel's endorsed business partner brings simplicity and clarity towards navigating the process for AOA members. In addition to understanding the student landscape, AOAExcel's endorsed business partner offers student loan refinancing solutions for AOA members if and when the time is right. 

REFINANCING SOLUTIONS

Retirement savings planning

It's never too early for doctors of optometry to create a retirement savings plan. Whether you're an independent contractor, practice owner or anything in between, AOAExcel's endorsed business partner can provide a solution. AOA members will find that creating retirement savings plans may be easier and more affordable than you think, and can make your practice more attractive to potential employees. 

RETIREMENT PLANNING SOLUTIONS

Student Loan Cashback ^SM credit card

Chip away at your student loans with your everyday purchases. Introducing the first credit card that lets you redeem 2% cashback towards your student loans with any eligible student loan servicer ⁺ or redeem 1% cashback towards anything else. AOA members are eligible for a $100 cash bonus for opening an account. ⁺

EARN CASHBACK TOWARDS STUDENT LOANS

High yield savings

Plan for the future with a highly competitive high yield savings account designed specifically for optometrists. 

SAVE SMART

All credit products are subject to credit approval. Terms and conditions apply. Click here to learn more.

_{IMPORTANT INFORMATION: Please note that if you refinance qualifying federal student loans with Laurel Road, you may no longer be eligible for certain federal benefits or programs and waive your right to future benefits or programs offered on those loans. Examples of benefits or programs you may not receive include, but are not limited to, Public Service Loan Forgiveness, Income-driven Repayment plans, forbearance, or loan forgiveness. Please carefully consider your options when refinancing federal student loans and consult https://studentaid.gov for the most current information.}

_{Laurel Road is a brand of KeyBank National Association. All products offered by KeyBank N.A. ©2024}

_{STUDENT LOAN REFINANCE AND CREDIT CARDS ARE NOT FDIC INSURED OR GUARANTEED.}

_{KeyCorp® All Rights Reserved. Laurel Road is a federally registered service mark of KeyCorp. 3 Corporate Drive, 4th fl, Shelton, CT 06484.}