Financial Planning 101 for Optometrists

As part of the new MSO and MedPro Financials partnership, this introductory session is designed specifically for optometrists who want greater clarity, structure, and confidence in their financial lives.

We will cover the foundational components of financial planning for ODs, including cash flow strategy, retirement contribution planning, student loan considerations, and income protection. Whether you are early in your career or already a practice owner, this session will provide a practical framework to think about your money in a more strategic way.

This webinar will also introduce the remainder of the 2026 series, where we will go deeper into practice owner business planning, student loan repayment strategies, and risk management. 

Agenda:

• Introduction to the MedPro and MSO partnership: What financial planning really means for optometrists
• Cash flow strategy and building strong saving habits
• Retirement account basics, contribution strategy, and sequencing
• Student loan repayment and refinancing considerations
• Risk Management Strategies (insurance planning)
• Preview of upcoming deep dive sessions

Pricing: Members Only - Free of Charge