How to bring retirement planning to your practice
Saving for retirement is a crucial part of financial planning. Learn about major changes in retirement law that make it an ideal time for practices to implement retirement saving programs. Whether you’re an owner, manager, or other team member, discover how your practice can leverage tax incentives to meet the standard of care for supporting employee retirement savings.
Learning objectives:
- Understand benefits-related challenges in the veterinary profession.
- Learn about retirement programs typically sponsored by veterinary practices, and how they differ from one another.
- Identify the program that fits your practice and how to implement it.
This webinar was developed in partnership with the AVMA Trust.
Tom O’Shaughnessy joined the AVMA Trust in 2019 as director of program operations. He is responsible for driving the Trust’s operating capabilities, enhancing AVMA member experience, and improving internal processes and solutions.
With over 20 years of financial management experience, O’Shaughnessy has led the restructuring and growth of a wide range of organizations. He has implemented programs at the Fortune 500 level to improve business function. He is a registered investment advisor, certified financial planner, and chartered retirement plans specialist. He also is a past president of the Great Lakes Study Group, the local board of the National Institute of Pension Administrators. He has a master’s degree in personal financial planning from the College of Financial Planning.