408 - Purposeful Planning: Building a Practice That Financially Serves YOU!

Thursday, March 2, 2023

3:30 PM – 4:30 PM EST

Location: Georgia World Congress Center, 404/405

CE Hours: 1

AUDIENCE: OD

IN-PERSON COURSE ACCREDITATIONS: FL ODCEB 20-961552 ; IL OD ; TX ODCEB 20-961552

Adam Cmejla, CFP

Lecturer(s)

Adam Cmejla, CFP

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

Learn how to proactively manage your cash flow, reduce your tax liability, and invest prudently to build wealth, ultimately making work optional.
Learning Objectives:
Upon conclusion of this activity, attendees will be able to:
Assess the key financial statements to analyze the financial health of their business
Gain clarity around their best use of time and role in the growth of their practice
Simplify and understand the three key variables that impact revenue in an optometric practice