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Latest Announcement/Upcoming Events
Tuesday December 14 5:30 pm PT/8:00 pm ET (2 hour) FREE
COPE ID: #66558-PM
CE Hours: 2
Course Title: Facilitated Learning Lab Coding and Billing Patient Communication Strategies
Instructor: Christopher Wolfe, O.D.
ODs on Finance is happy to present a 2 hour COPE-approved CE lecture on billing and coding. In this lecture you will learn how to define roles and create talking points for communicating with patients regarding what's covered and what out of pocket expenses are involved for a variety of clinical services. This course will help you improve patient relationships, reduce misunderstandings, and streamline billing processes.
Description: Learn how to define roles and create talking points for communicating with patients regarding whats covered and what out of pocket expenses are involved for a variety of clinical services. This course will help you improve patient relationships, reduce misunderstandings, and streamline billing processes.
ODs on Finance Member Rate: FREE
This event was made possible by an unrestricted educational grant: CSEye & Williams Group
Aaron and Dat are excited to announce that we have successful negotiate the 4 great offers! Three are highest $1000 Cash Back Bonus for our ODs on Finance Member + last one is is 0% APR first 6 months with CommonBond!
Thank you for their support in our little OD Community!
20-25% Discount for ODsonFinance members
Student Loan Planning: $395 with 25% discount =$296
Associate Doctors | W2, 1099, especially those with student loans.
Financial Planning, Student Loan, Cash Flow +Investing, Estate + Retirement Planning
Student Loan Planning covers topics such as: a complete review of federal and private student loans, recommendations on payment plans that might be the best for your situation, 90-minute meeting to discuss results and recommendations, and 6-months of follow up email support.
Flat one-time for financial planning and additional monthly help as needed. 
Patrick Logue CFP®, CSLP® | (239) 230-0395 | pat22@prudentfinancialplan.com
Join the Conversation on Optometry's Largest Finance Focused Forum:
LATEST ARTICLES
3 Important Steps to Do Due Diligence For a Successful OD Practice Purchase
Purchasing a practice is an exciting yet daunting process for both new grad and seasoned optometrists alike. One of the reasons purchasing a practice is so daunting is due to the uncertainty that comes with becoming the new owner of an existing business….Due diligence methodology for purchasing an optometric practice has been nearly universally defined by prominent valuation experts in the field. This is the 3 methodology that we will be discussing.
8 Dos and Don’ts When Purchasing an Optometry Practice
Practice ownership is often heralded as one of the pinnacles of an optometric career. Having ownership of a practice often allows for higher income, and more importantly: freedom and autonomy to practice as one sees fit. In my career, I have had the privilege of buying my own practice as well as helping others through the buying process… So whether you are a newly minted graduate looking to begin your legacy, or you are a seasoned veteran looking to acquire another piece of your empire – use these points to help guide you towards your next big purchase.
3 Optometry Job Contract Red Flags to Watch Out For
Reviewing contracts can be tedious, challenging, confusing, and flat out exhausting. However, the contract review and negotiation phases of the career search journey are arguably the most crucial steps in the entire job search process. This could set you up for huge financial success early on in your career, or it could keep you stuck at an office where you would rather not work any longer out of fear of breaching your contract. We tend to focus on compensation because it’s easier for us to understand as compared to legalese. However, I would argue that the non-salary contractual items are equally, if not more, important than wages. This article will briefly discuss three non-salary red flag items to be aware of during your contract review.
7 Takeaways for Optometrists From Biden’s Extension Of Student Loan Relief
Last Friday afternoon, Biden announced that he will extend the student loan moratorium (which was supposed to expire at the end of September 30,2021) to a new date of January 31, 2022. Benefits include suspended payments (forbearance) and frozen 0% interest from March 2020. While there are a lot of moving parts, here is what you should be aware of if you are an optometrist with federal loans:
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7 Ways to Buy Your First Home with an Investor’s Mindset
In March 2021, my fiance and I made the largest purchase of our lives, we bought our first home in the Bay Area CA, specifically in the East Bay Area. No, this article isn’t about us celebrating the idea of having our “forever” house, but more about the vital decisions and mindset that we had to enforce to start building our RE Investing portfolio. Here are 7 strategies on how to buy your first home with an investor’s mindset.
7 Updates on Managing your Student Loans in Mid-2021
We are halfway through 2021 and close to 1.5 years since the COVID pandemic lockdown; but most importantly, we are approaching the end of the federal 0% student loan interest relief (set to end September 30th). Here are 7 important updates in the world of student loans to help every OD be financially successful!
5 Tips for Avoiding an IRS Audit For Optometrists
While an IRS audit can happen via random selection, in many cases, it’s the actions of the taxpayer that trigger the audit process. And that’s why we put together this helpful guide—outlining five common red flags. Understanding these triggers can save you a lot of potential trouble and anxiety.
How Much Profit Should Rental Properties Generate?
For real estate investors, the ultimate goal is obviously profit. However, one of the most common questions people have when considering investing in a rental property is: how much profit should expect? This article will help you to estimate your potential profit on a particular property investment. There are a number of variables that should be considered whenever estimating profit. It is also important to remember that every market is somewhat different. However, ultimately, there are a handful of core questions that can be asked to help estimate potential profit.
