What Should I Be Doing Now to Be Able to Retire in the Future?
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Here's what you'll learn:
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Learn the key components of financial planning and that it is about more than just investing
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Learn about risk management and the key insurances and legal documents that they should have to protect their household
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Learn the fundamentals of investment and retirement planning plus a tool that can be used to estimate how much they will need in order to retire.
Course curriculum
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1
Diagnosing Practice Financial Diseases
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What Should I Be Doing Now to Be Able to Retire in the Future?
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Quiz: What Should I Be Doing Now to Be Able to Retire in the Future? (Required for CE Credit)
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Instructor
MS, CVA
David McCormick
David McCormick is a veterinary practice appraiser, broker and transaction specialist. Over the last 20 years he has focused on veterinary practice valuation, facilitating transactions and helping current and future practice owners reach their goals. He teaches regionally, nationally and internationally on topics such as practice value & practice financial health, buying/selling a practice, exit planning and practice ownership issues. He operates the Simmons & Associates offices of Simmons Mid-Atlantic and Simmons Great Lakes with his partner and father, Larry McCormick, DVM, MBA, CBA.
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