Lunch 'n' Learn

Tuesday, December 8-Taming the Financial Animal: Ideas for Retirement, Exit and Estate Planning
Jon Marquet, JD, CEPA, Retirement Plan Consultant, Trust Point, Inc.
Allyson Krause, CRPP, Managing Director for Retirement Plan Services, Trust Point, Inc.

An overview of relevant financial topics and strategies. We will provide actionable information allowing veterinarians and members of the veterinary community to identify and understand financial issues as they arise in their life and work, including information concerning retirement, exit, and estate planning. The presentation will engage the audience in part through the examination of relevant case studies in a variety of veterinary financial scenarios.This presentation will be accessible and provide helpful information for all members of the veterinary community, regardless of financial experience or knowledge. Certain portions of the presentation will be particularly meaningful for practice owners, future practice owners, or veterinarians approaching retirement.

Jon Marquet is a lawyer (JD), certified exit planning advisor (CEPA®), and the retirement plan consultant at Trust Point Inc. He counsels clients and prospective clients concerning a variety of personal and business wealth management issues, including personal wealth management issues before, through, and after the sale of a business. Jon advocates for Trust Point’s full suite of wealth management services and develops meaningful relationships with business owners, other trusted advisors, and community members. He believes that proper financial planning, estate planning, and wealth management can help simplify and secure your wealth.

Allyson Krause, CRPP; Allyson Krause is a certified retirement plan professional (CRPP™) and the managing director for retirement plan services at Trust Point Inc. She oversees Trust Point’s employer-based retirement plan services department, including issues concerning 401(k) education, technology, and investment options. Allyson takes great pride in providing businesses retirement plan solutions that enhance owners’ and employees’ financial well-being and help prepare them for their financial future.

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Tuesday, January 12-Uncovering Obstacles and Opportunities to Exiting/Entering a Practice
Bret Halishak, Total Practice Solutions Group

As an operator, you know what you know about your business, but do you know what to look for to ensure you are ready to exit efficiently? As an incoming operator, do you know what to look for to make sure you are not walking into a situation where you are in over your head? While their are similarities between the two topics, an exiting operator is focusing on certain items, while and incoming operator is looking at a different set of items. Join us to discuss what barriers and opportunities exiting owners and potential new owners should be looking for.

Supporting the Great Lakes Region, Bret brings a wealth of experience, with over seventeen years in the veterinary industry. Given his extensive background in change and practice management, Bret has the knowledge to help practice owners increase profitability while preparing to sell their practice within their preferred timeframe. Many factors and moving parts go into a practice sale; Bret has a firm understanding of the current marketplace, the detailed planning necessary, and more ways to assist you through this unique but important transition and transaction. Since 2023, TPSG Great Lakes has brokered and achieved $75mm+ for our highly valued clients. 

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Tuesday, February 9
No Lunch 'n Learn this month-See you at the 2027 Annual Conference!

Tuesday, March 9-Clinical Real Estate: Avoiding Pitfalls and Maximizing Profitability
Jon Helle, Senior Advisor, Ryzo Commercial Realty
Jesse Hulscher, Development Consultant, TWC Architecture and Construction

Whether you’re opening your first clinic, expanding, or planning your exit, your real estate decisions are a key factor to your Practice's success. This practical Lunch ‘n Learn walks you through practice real estate from start to finish leasing versus purchasing, site selection and timing, design, construction, and how to negotiate leases and purchases so you get more than just a good rate. We’ll cover the opportunities and pitfalls to watch for and why the right team of healthcare-focused experts makes all the difference.

Jon is a commercial real estate advisor with RYZO Commercial Realty, specializing in site selection, leasing, and property ownership for veterinary and clinical practices. He has worked in professional healthcare services since 2007 and has supported veterinary clinics as a real estate advisor for more than eight years. He brings a practical, client-first approach to every transaction, from first-time clinic owners to multi-location groups.

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Tuesday, April 13
Instinct Science

Tuesday, May 11-Mental Health
Hannah Wahlstrom, Intern, Restorative Path Counseling & Wellbeing

Tuesday, June 8
TBA

Tuesday, July 13
TBA