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Latest Announcement | Events

Sunday, May 19, 2024 | 8am PST/11:00am EST (4hrs FREE CEs)


Navigate the intricate world of glaucoma care with a fresh perspective. This unique event bridges the gap between advanced glaucoma management and the financial nuances that drive a successful practice.


✅ AI-enabled glaucoma management (89436-GL) Jessica Steen OD, FAAO | CE Hour 1

✅ Optimizing the Ocular Surface in Glaucoma (85638-GL) Justin Schweitzer, OD, FAAO | CE Hour 2

✅ Billing & Coding Documentation for Glaucoma Evaluations  (88896-PM) Kyle D Klute O.D l | CE Hour 3

✅ The Role of Laser in the Treatment of Glaucoma (89296-LP) Nathan Lighthizer, OD, FAAO | CE Hour 4


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

Sunday, June 9, 2024 | 8am PST/11:00am EST (4hrs FREE CEs)


Step into the evolving landscape of myopia management. This exclusive event is designed for professionals eager to understand the rising prevalence of myopia and how to harness its potential as a significant revenue stream for their practice.


✅ Upgrading your Myopia Management Practice: Soft Contact Lens Modalities & Fee Structures (82626-CL) Andrew Neukirch, O.D | CE Hour 1

✅ Making a CASE for Advanced Ortho-K (89902-CL ) Anith Pillai, OD, FSLS | CE Hour 2

✅  Breaking Barriers in Myopia Management: Marketing, Pricing, and Parental Involvement (89057-PM) Ariel Cerenzie, OD, FAAO, FSLS l | CE Hour 3

✅ Utilizing Technology for Improved Outcomes: Designing Myopia Management Contact Lenses with Corneal Topography and Tomography (PENDING) Melanie Frogozo, OD | CE Hour 4


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

Join the Conversation on Optometry's Largest Finance Focused Forum:

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LATEST ARTICLES

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The Staff Productivity Primer, Pt. 1 – Leading Through Intrinsic Discipline

Every weekend my good friend Jon and I run the Baylands Nature Preserve Loop in Palo Alto, CA.  Some weekends are tough – we push hard through exhaustion and nausea just to finish; while other weekends are easy and we joyfully relish in breaking a PR.  Some weekends require one of us to push the…

BRRRR Part 3 Rehab Complete

Helping my Friend with his First BRRRR: Part 3 Rehab Complete!

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The year is 2020 and you’ve decided this is it. This is the year where I finally become debt-free and get on track towards financial prosperity! Then you look at your loan balance. How am I going to pay this down? Sure, that recent pay raise was nice, but surely there must be other ways…

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How to Use a HELOC to Invest in Real Estate

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Success Profile: Starting a Frame Line Business with Dr. Kaleb Abbott OD

When we hear the word “entrepreneur” in the field of optometry, many equate this to owning a private practice, starting a practice cold, creating some sort of web-based business or dabbling in real estate.  Sometimes, we come across other optometrists that start a side hustle in addition to practice ownership.  But every once in a…

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Annual Report 2019

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We are excited to write our First Official Annual Report! As many of you know, Aaron and I started this small community of personal finance “enthusiasts” back in January 2018, over a couple of beers after a long day of clinic. We were frustrated with the lack of financial education in the optometric community and…

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Dollar Cost Averaging

Wealth building is a process that comes in many forms. Many agree that there are three major steps to wealth building: Eliminating Debt Saving Money & Acquiring Assets Allowing Assets to Grow If we were to equate wealth building to painting a picture, Step 1 would be our blank slate, Step 2 our paint brush…

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Remember, tax planning occurs before 12/31, not during tax season Read below for some very important tax savings tips that my accountant recommends exclusively for Optometrists/health care professionals. (1) Delay billing for work done late in the year so that payment will be received in the following year (as long as you do not jeopardize…

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Video/Podcast – SEO, Digital Marketing and Web Design with Dr. Richard Zimbalist

Dr. Neufeld talks with the founder/owner of Ignite Medical, Dr. Richard Zimbalist, about SEO, digital marketing and web design. Insights on building a practice website and making it visible and attractive are explored along with marketing: Related Articles Notice: JavaScript is required for this content. No Fields Found.

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