Founder & Wealth Adviser Integrated Planning and Wealth Management Carmel, Indiana, United States
Disclosure(s): No financial relationships to disclose
Disclosure(s):
Adam Cmejla, CFP: No financial relationships to disclose
Retiring FROM optometry TO the next chapter of your life comes with many intimidating and consequential decisions: one seemingly simple decision can have both short- and long-term implications on your retirement. In this Learning Lab, we will walk through financial and purpose-driven exercises to help enlighten and educate you on the timelines and decisions you will face as a selling owner, empowering you with confidence up to and through your practice transition and retirement.
Learning Objectives:
Upon conclusion of this activity, attendees will be able to:
