Virtual Masterclass: A Healthy Financial Mindset in Practice Ownership (Adam Cmejla, CFP) 1 hr COPE CE

COPE Activity ID #120272
CE Hours: 1 hour
Course Title: Self-Care: Understanding the Importance of a Healthy (Financial) Mindset in Practice Ownership
Instructor: Adam Cmejla, CFP

Event Information

Running a practice takes a significant investment of time, money, and energy. It can be extremely rewarding, but it can also be a catalyst for ODs living a life filled with stress, anxiety, and pressure. Learn proven, math-based approaches to solving pain points in the strategic manner in which you manage your practice.

ODs on Finance Member Rate: $10 

100% of all proceeds will go to Optometry Giving Sight

Instructor Profile

Adam Cmejla, CFP® is a CERTIFIED FINANCIAL PLANNER Practitioner and Founder of Integrated Planning & Wealth Management, LLC, an independent financial planning & investment management firm focused on working with optometrists to help them reach their full potential and achieve clarity and confidence in all aspects of life—personally, professionally, and financially. Feel free to contact Adam at 317-706-4748 or

For questions, please reach out to Aaron and Dat at

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About Dr. Aaron Neufeld

Dr. Aaron Neufeld is a Co-Founder and editor for ODs on Finance. He owns a group private practice in Los Altos, CA and values a debt-free lifestyle as well as serial investing in real estate and index funds. Contact him:


  1. Anonymous on April 24, 2024 at 8:21 pm


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