Prescribe Your Financial Plan™

Starts:  Apr 21, 2026 07:00 PM (MT)
Ends:  May 5, 2026 08:00 PM (MT)

An Exclusive 3-Part Virtual Workshop Series for Optometrists provided by Portfolio Planning INC X Alberta Association of Optometrists 

Hosted Live on Zoom

As an Optometrist, you spend your career prescribing clarity for your patients. It’s time to prescribe the same clarity for your financial future.

Join the nationally trusted firm by ODs for a three-part virtual workshop series designed specifically for Optometrists in partnership with the Alberta Association of Optometrists. From associates to practice owners to incorporated professionals building generational wealth.

These sessions are not generic financial seminars. They are strategic, profession-specific blueprints built exclusively for ODs who want to build real wealth, create tax efficiency, and achieve financial independence with intention.

Whether you are early in your career or preparing for legacy planning, this series will give you clarity, structure, and strategy.

Join us for 45 min presentations followed by Q+A 

Don’t miss the opportunity to Prescribe Your Financial Plan™ with advisors who understand the profession inside and out.


Please click on more information to register!

Location

Virtual - Zoom
Edmonton
Event Image

Contact

Amy Sylvestre
780-488-7029
asylvestre@optometrists.ab.ca