Financial Health

Take the necessary steps today to secure your financial future for tomorrow.

Financial health

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. 

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. 


AOAExcel Student Loan Refinancing Webinar

Keeping up with student loan news these days can be overwhelming. Join AOAExcel and Laurel Road for a webinar focused on answering your student loan questions. Have your questions answered LIVE or submit them ahead of time after registering.

Mid-Year Financial Check-In: Navigating Your Student Loans Amid Interest Rate Uncertainty
A Webinar for AOA Members
Tuesday, May 11 – 8pm ET / 5PM PT

Topics covered include:

  • How can AOA members navigate the recent federal updates and current interest rates?
  • What are student loan basics (types, terms, interest rates)?
  • What should AOA members look for when choosing a refinancing lender?
  • Is student loan refinancing all-or-nothing?
  • What are Public Service Loan Forgiveness and Income-driven Repayment options?
  • How can AOA members qualify for a 0.25% interest rate discount? 1
PLUS, Attendees will automatically be entered to win a $25 Amazon Gift Card & AOAExcel Nike Dri Fit® Zip Up!


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. 


1The 0.25% American Optometric Association (AOA) member interest rate discount is offered on new student loan refinance applications from active AOA members. The AOA discount is applied to your monthly payment and will be reflected in your billing statement. The discount will end if the AOA notifies Laurel Road that the borrower is no longer a member. This offer cannot be combined with other member or employee discounts.

Practice smarter and more efficiently.

Learn more about the products and services from AOAExcel’s endorsed business partners and how they provide proven tools for success.
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