2024 Lunch 'n Learn Series
Holistic Investing and Financial Planning for Veterinarians: Your Money, Your Practice, Your Life
Jon Marquet, JD, Retirement Plan Consultant, Trust Point Inc. 
Allyson Krause, CRPP, Managing Director of Retirement Plan Services, Trust Point Inc.

“Investing is simple, but not easy.” This famous quote is as true today as when Warren Buffet said it. But with education, planning, discipline, and good advice investing and financial planning can be made a bit easier. And you and your practice can thrive. Investing and financial planning is not just about stocks, bonds, bulls, and bears. Done right, it requires a comprehensive, holistic analysis and understanding of you, your goals, and your current situation, as well as a comprehensive analysis and understanding of your veterinary practice and your ultimate plans for succession and/or sale. This Lunch n’ Learn will provide practice owners and veterinarians with a broad overview of investing and financial planning. And will impart helpful, actionable information so that you can start to identify and understand a variety of investment and financial planning issues as they present themselves throughout your life and work. Among other items, this presentation will address: investing strategies; impact of behavioral finance; basics of financial planning; preparing for exit and how to choose a financial planner.

1 interactive CE credit - Click here to register!