DVMA/Sussex County Business Lecture Series: Transitioning Into and Out of P...

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Join DVMA for a Dinner Networking event with CE! Specifically geared toward tenured veterinarians, Diamond State Financial Group, Nationwide Insurance and TD Bank have partnered with DVMA to host a Business Lecture Series (1.5 CE credit hours). Attendees will learn:

Diamond State Financial Group

Presenter: Joshua Shaver CFP®, ChFC®, Managing Director

Josh Shaver/DSFG

Topics for discussion:

- What is your veterinary practice worth and how to find the right buyer (internal vs. external)?

- Proper steps and tax considerations when transitioning out of practice

- How to save for an effective retirement income strategy

TD Bank

Presenter: Matt Barnes, Vice President and Small Business Banking Relationship Manager

Matt Barnes/TD Bank

Topics for discussion:

- Financing for buy-ins and buy-outs of veterinary practices

- Financing solutions for existing practices: term loans & lines of credit for established and growing practices

Nationwide/John Koziol Inc.

Presenter: Bill Hutchins, Associate Agent & Employee Benefits Consultant

Bill Hutchins/Nationwide

Topics for discussion:

- Cyber liability coverage: Protection from the internet and the potential exposures in practicing veterinary medicine

- Business Insurance Coverage and what it should include

- Workers Compensation Insurance: taking advantage of cost savings offered through various DE programs


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