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Latest Announcement | Events

Sunday, March 2, 2025 | 8am PST/11:00am EST (4hrs FREE CEs)

Learn how to navigate the complexities of insurance claims, maximize reimbursements, and minimize denials through expert-led sessions on proper coding techniques and efficient billing processes.


✅ Mastering Billing & Coding for Anterior Segment Disease (95366-PM) Andreas Zacharopoulos, OD, FAAO | CE Hour 1

✅ Billing and Coding: E/M and Posterior Segment (95533-PM) Chris Lopez, OD  | CE Hour 2

👥 Expert Discussion Panel: Part 1 ($200 Cash Raffle) | Andreas Zacharopoulos, OD, FAAO & Chris Lopez, OD

✅ Billing and Coding: E/M and Posterior Segment (95533-PM) Chris Lopez, OD  | CE Hour 3

👥 Expert Discussion Panel: Part 2 ($400 Cash Raffle) |  Chris Lopez, OD & Katie Connolly, OD

✅  Coding and Billing Tips for General and Advanced Practice (96007-PM) Katie Connolly, OD | CE Hour 4 


👉 ODs on Finance Member Rate: FREE |  🎥 Recording AVAL TO REGISTERS ONLY x 4 weeks 

Sunday, March 30, 2025 | 8am PST/11:00am EST (4hrs FREE CEs)

Learn how to leverage your optometry career to create lasting financial security, balance personal and business finances, and chart a clear course toward long-term prosperity and financial independence.


✅ Optometry Financial Basics & Strategies for Hiring and Contract Review (Pending)  Aaron Neufeld O.D & Chris Lopez, OD  | CE Hour 1

✅ Optometry Financial Basics & Strategies for Hiring and Contract Review (Pending)  Aaron Neufeld O.D & Chris Lopez, OD  | CE Hour 2

👥 Expert Discussion Panel: Part 1 ($200 Cash Raffle) | Aaron Neufeld O.D & Chris Lopez, OD

✅  Strategies for Optometry Student Loan Management (Pending) Patrick Logue CFP, CSLP  | CE Hour 3

👥 Expert Discussion Panel: Part 2 ($400 Cash Raffle) |  Patrick Logue CFP, CSLP & Jackson Pace CPA

✅ Essential Tax Strategies for Optometrists (Pending) Jackson Pace CPA  | CE Hour 4 


👉 ODs on Finance Member Rate: FREE |  🎥 Recording AVAL TO REGISTERS ONLY x 4 weeks 

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LATEST ARTICLES

Student Loan Must-Read Strategies to Tackle Optometry Student Debt

UPDATE: Must-Read Strategies to Tackle Optometry Student Debt

After an enduring three-year period, the final COVID-19 student loan forbearance is drawing to a close on August 30, 2023. Recognizing the natural apprehension that some optometrists might be feeling as this date nears, our team has been working tirelessly to develop strategies to support all our borrowers, especially new graduates stepping into the workforce!

Conquering a Mountain of Debt Paying off $242K in 7.5 Years on an Starting Salary of $85K as an Optometrist (1)

Conquering a Mountain of Debt: Paying off $242K in 7.5 Years on an Starting Salary of $85K as an Optometrist

Over 7.5 years, Ada Noh cleared her substantial student loan of $242K on a beginning salary of $85K by adopting a frugal lifestyle and engaging in optometry-related side gigs.

Prescription for Financial Health 5 Steps for Achieving Budgeting Success

Prescription for Financial Health: 5 Steps for Achieving Budgeting Success

My name is Julie Phan, and I have a confession to make. As the admin of a finance group, I’ve got a little secret—I’ve never tracked my expenses. Yep, you heard it right! I have a general idea of my expenses, but I haven’t been actively tracking them like we recommend to our members on their journey towards financial independence.

_June 2023 Market Update for Optometrists Latest Economic & Financial Trends

June 2023 Market Update for Optometrists: Latest Economic & Financial Trends

Welcome to the June 2023 market update, where Aaron and myself will provide you with an overview of the latest economic trends and developments, including what we as optometrists should watch out for and how we should adjust our investing plans.

Good vs. Bad Optometry Debt - 4 Ways to Use Good Debt to Your Advantage

Good vs. Bad Optometry Debt – 4 Ways to Use Good Debt to Your Advantage

That being said, debt can be a useful tool for achieving financial goals, but not all debt is created equal. Some debt can be beneficial, while others can be detrimental to your financial well-being. Let’s explore the difference between good debt and bad debt and how you can use debt to your advantage.

_Q12023 Market Update for Optometrists Latest Economic Trends And How To Adjust Your Financial Plan

Q1/2023 Market Update for Optometrists: Latest Economic Trends And How To Adjust Your Financial Plan

Welcome to the Q1/2023 market update, where Aaron and myself will provide you with an overview of the latest economic trends and developments, including what we as optometrists should watch out for and how we should adjust our investing plans… So we hope to provide a comprehensive overview of the latest economic trends and developments, highlighting the challenges and opportunities in today’s market for optometrists.

9 Financial Tips For Optometry Students

9 Financial Tips For Optometry Students

As an optometry student preparing to enter the field, it’s important to understand the financial implications that come with this profession. From budgeting for school supplies to managing debt and investing in your future—all these responsibilities add up quickly! With these 9 financial tips, you’ll equip yourself with the knowledge needed to navigate a successful career as an optometrist.

Annual Report 2022

State of ODs on Finance: 2022 in Review, and a Look at 2023!

It’s hard to believe, but the year 2022 has vanished in the blink of an eye. This past year, we’ve had the pleasure of seeing ODs on Finance continue to grow and help ODs on their financial journey, whether they be new grads or seasoned veterans. We are thankful for your attention, your questions and your contributions. Two tenets that hold paramount value to us at ODs on Finance are transparency and productive growth. In this letter, we will highlight how our community has grown, the various methods we provide value to our community, exciting new projects/acquisitions for 2023, and a look at our commercial interests/disclosures – trust us, you’ll want to read this! Here is a quick recap of 2022!

6 Tips For Optometrists To Maximize Their Tax Deductions for 2022

6 Common Tax Mistakes That Optometrists Make

Optometrists are not trained in maximizing their tax benefits. Consequently, doctors who prepare their taxes themselves may miss many deductions they are entitled to take. I don’t know about you, but I want to take advantage of all the tax benefits I am entitled to. Following are six mistakes I see optometrists make that are costing them a lot of money in overpaid tax bills.

10 Things Your Optometry Lawyer Wants You to Know About

10 Things Your Optometry Lawyer Wants You to Know About

Putting yourself in the best position possible to be successful involves getting professional help, and an optometry attorney can be a vital part of your team of professionals.

Action Plan What To Do with My Optometry Student Loans Before 2023

Action Plan: What To Do with My Optometry Student Loans Before 2023?

Our inbox has been getting slammed with ODs asking for advice on what to do with their federal student loans as we get closer to the 0% forbearance expiration date of 12/31/22. Politics aside, based on the most recent federal news which removes a lot of uncertainty that we had last month, we are going to break it down with some actionable plans that optometrist can take:

The Optometrist’s Guide to Short Term Investing (1)

The Optometrist’s Guide to Short Term Investing

With the recent volatile market and pending economic recession, many investors are looking to hold their cash in a relatively safe place, especially as our economy faces surging inflation. In this article, we will talk about short term investments and where we can place these funds, aside from just storing cash. What is a short-term investment?

The OD's Guide into Active & Passive Real Estate Investment

The OD’s Quick Guide into Active & Passive Real Estate Investment

You’ve heard it again and again that real estate is an excellent pathway to accumulate significant wealth. However, you should also know that most real estate investors do not get rich overnight, as it can take years for investment properties to accumulate enough equity and generate significant wealth. The nice thing about real estate is that there are many approaches to make money and to do so either requires a lot of your time, or very little of it. Simply put, real estate investing can typically be classified as either active or passive investing. Let’s take a look at these categories to learn which may be the best fit for you!

The Optometrist’s Guide To Health Insurance

Health Insurance Basic 101 That Every Optometrist Should Know

Whether you are a New O.D or Seasoned O.D ….healthcare is changing every year. Working in the medical field, I thought I understood how health insurance worked, until I ended up in the emergency room for two hours earlier this year. We will teach how to understand 6 key terms and how they apply to your health insurance (Premium, Deductible, Co-insurance/Co-pays, Maximum out of pocket, Benefit caps & understand network options (HMO, EPO, POS, PPO).

3 Take-Aways That Optometrists Should Know About Biden’s Student Loan Debt Relief

3 Take-Aways That Optometrists Should Know About Biden’s Student Loan Debt Relief

On Wednesday, Aug 24, 2022, President Biden, along with the US Department of Education announced a three-part plan to help student borrowers with federal loans transition back to regular payments. In addition, we do want to let our members know that it took us a little while to gather our thoughts after the dust settled to address our community.. So let’s begin with the facts first and any questions that optometrists might have. PART 1: Final extension of the student loan repayment + 0% Interest pause forbearance until 12/31/2022

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