How to Expedite Your Retirement Goals in 10 Years or Less
.5 CE Credit Hour / Veterinarians & Veterinary Technicians
Overview:
Many veterinarians delay serious retirement planning while focusing on running and growing their businesses or being a valuable associate in a practice. Unfortunately, this often leads to inefficiencies, missed opportunities, and financial uncertainty as they approach their desired exit timeline. In this webinar, attendees will learn how to take control of their financial future by identifying the right metrics to monitor, correcting operational inefficiencies, and aligning business income with personal wealth goals. This program provides practical financial strategies tailored to the unique circumstances of private practice owners, with a focus on optimizing cash flow, protecting profitability, and creating a sustainable plan for long-term success.
Learning Objectives:
- The top financial metrics every healthcare practice owner should track to maintain a healthy practice.
- How to identify and resolve key inefficiencies in practice financial operations.
- Strategies to optimize cash flow and enhance profitability.
- The importance of aligning practice finances with personal wealth-building goals.
- Practical steps to set up systems for monitoring financial performance regularly.
- How to avoid common financial pitfalls that threaten practice success.
- Insights into creating a sustainable plan for long-term financial growth.
Eric S. Miller, RFC
Eric has served over 20 years in the financial industry and co-owns a national financial planning company dedicated to serving the needs of healthcare owners. He has personally had over 20,000 conversations with practice owners at every phase of ownership. He has published countless articles, videos and podcasts on various financial topics and is an expert on matters concerning creating economic independence for a practice owner’s business and household. He has recently published a book “How To Become a Financial Beast” which quickly became a bestseller on Amazon.
Cody Goldstein
Cody Goldstein has firsthand working knowledge of the challenges healthcare practice ownership can bring. With more than 14 years’ experience in business administration and having spent two of those years successfully running a 7-figure clinic in Maryland. He moved back to Florida and joined Econologics Financial Advisors shortly after the pandemic and since has had hundreds of conversations with practice owners at every phase of ownership. Cody’s well-rounded knowledge equips him to provide productive introductory consultations with prospective clients to help them navigate the relationship between practice and personal finances through the indoctrination of proper financial planning and education.
This course is RACE-approved for .5 continuing education credits hours in jurisdictions that accept RACE-approval.
This activity is sponsored by Econologics.
