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Most presentations are RACE approved and available for
Practice Owners, Associates, and Relief Veterinarians





All courses are presented live online and can be viewed by computer or any mobile device!

Check out what classes we are offering by clicking on RSVP NOW.


Creating Balance Within Your Financial Life

1 hour RACE CE provided



Items that you will learn:
  • How to organize your finances
  • What types of insurances you should have
  • How to become a World Class Saver with minimal effort
  • How to build liquid savings for unknown expenses and opportunities
  • Strategies to pay off debt without taking on more


Maximize the Value of Your Veterinary Practice

1 hour RACE CE provided


Items that you will learn:
  • Key elements when planning for your practice
  • How to utilize your practice to build personal wealth
  • Creative agreements to keep important employees
  • Mistakes owners make when selling the practice


Increase Your Income Through
Your Employees

1 hour RACE CE provided


Items that you will learn:
  • How to define your practice's important employees
  • Pitfalls when offering employee benefits
  • Agreements to keep important employees


How to Retire Earlier
Than Expected

1 hour RACE CE provided


Items that you will learn:
  • What your base line income needs will be for retirement
  • How to identify retirement income sources
  • How taxes impact your different assets and investments
  • Strategy to generate the most income


How to Be Effective with
Your Money

1 hour RACE CE provided


Items that you will learn:
  • A purpose for a spending plan (budget)
  • 5 foundational steps to gain structure and stability in your finances
  • A way to systematically save outside your 401(k)
  • An understanding how to diversify your savings for tax efficiency
  • Questions to ask when hiring an advisor


Keys to a Great Retirement

1 hour RACE CE provided


Items that you will learn:
  • What is the The Retirement Income "Gap"
  • Four steps to close the "Gap"
  • Different options on how to produce retirement income
  • The impact of taxes on where money is saved


How to Pay Off Debt Without Ruining Your Life

1 hour RACE CE provided


Items that you will learn:
  • What personal debts exist and why they are used
  • Strategies to pay down debt
  • An understanding how to balance debt repayment with savings
  • The purpose for a spending plan and how to use one