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AAEP Virtual Wednesday Round Table: Financial Planning Tips for Students and New Veterinarians

AAEP Virtual Wednesday Round Table: Financial Planning Tips for Students and New Veterinarians

Recorded On: 04/24/2024

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Open to view video.  |  90 minutes
Open to view video.  |  90 minutes Student loan repayment should not be a barrier to pursuit of a career in equine veterinary medicine. With all the recent changes to federal student loan repayment, students and recent graduates have options to set themselves up for repayment success and overall financial wellness. Join John Chalk, Jr. and Max May from Trinity Portfolio Advisors and student debt consultant Dr. Rebecca Mears with the Veterinary Information Network to discover the options available to you, including the benefits of the new SAVE plan for early-career veterinarians. You’ll also acquire practical steps to implement to get started on the road to wealth building and achievement of your financial aspirations — from purchasing a home and buying into a practice to funding a comfortable retirement.
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April 24, 2024. 8-9:30 p.m. EST

Student loan repayment should not be a barrier to pursuit of a career in equine veterinary medicine. With all the recent changes to federal student loan repayment, students and recent graduates have options to set themselves up for repayment success and overall financial wellness.

Join John Chalk, Jr. and Max May from Trinity Portfolio Advisors and student debt consultant Dr. Rebecca Mears with the Veterinary Information Network to discover the options available to you, including the benefits of the new SAVE plan for early-career veterinarians. You’ll also acquire practical steps to implement to get started on the road to wealth building and achievement of your financial aspirations — from purchasing a home and buying into a practice to funding a comfortable retirement.


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This session is sponsored by American Regent Animal Health


John Chalk

John Chalk

John Chalk, Jr. has spent the last 25 years helping individuals and business owners, with issues of succession, structure, and tax reduction strategies. As an attorney, CPA, Certified Financial Planner® and lifelong animal enthusiast, he is uniquely positioned to assist veterinary practices of all sizes, address the key issues and major challenges facing veterinarians today. John has spoken nationally for the equine and companion animal segments of the veterinary industry. His passion is to help people align their wealth with their values… and thus further their purpose in life.

 

Max May

Max May

MaxMay is a financial adviser with Trinity Portfolio Advisors in Southlake,Texas. He began in this role in 2022, shortly after graduating from ClemsonUniversity where he participated in numerous championships as a member of thefootball team. Max applies the same discipline and team approach taught on thefield to achieve an individual’s financial goals. He believes financialplanning is not a one-size-fits-all solution; rather, it requires listening,understanding and creating a plan that aligns an individual’s wealth withpurpose.

Rebecca Mears

Rebecca Mears

Dr.Mears is a member of the Veterinary Information Network (VIN) FoundationStudent Debt Education Team. In this position, she helps her veterinarycolleagues better understand their student loans and repayment options. Dr.Mears joined the VIN Foundation in 2022, and she currently serves on the AAEP’sDiversity, Equity and Inclusion Committee.