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Clean Up Financial Confusion
Ready to do some financial “spring cleaning”? No matter where you are in your personal and professional life, it’s important to take time to address your financial health and wellness. Too often, busy veterinary professionals are left unsure and confused about how to make good financial decisions regarding their budget, savings, and paying off their debt. Further, many of us have been socialized to believe we’re “bad” at managing money, or that smart money decisions are only possible with the help of a financial planner.
During this mini-retreat, Accredited Financial Counselor, Dr. Grace Kim, and Certified Life Coach, Julie Squires, will lead you through a systematic, thoughtful approach to your money, so you can gain clarity and control over your finances. Over the course of 6 sessions, you will gain greater awareness of your current financial situation, debunk misguided beliefs about your own ability to manage your finances, and come away with practical and actionable steps to achieving your personal financial goals.
This workshop will include a reflective self-assessment, worksheets, and spreadsheets that we’ll complete together as we move through each session, to help you understand your priorities, create a budget, and take charge of your financial wellbeing. Dr. Kim does not sell financial products - she coaches you to feel confident managing money on your own!
Register today and get ready to transform your financial future!
Date: March 3, 2024
Time: 9:00am to 5:00pm CST
DVM: $229 $199 early bird price available through February 3
Non-DVM team member: $179 $149 early bird price available through February 3
CE: 6 hours CE
Find a cozy spot with reliable internet and join us online for this live and interactive learning event!
- Calculate net worth
- Understand how to improve your credit score
- Review student loan repayment options
- Create your own debt management strategy
- See how your socialization might have created misconceptions about money, then bust those myths!
WHAT IS A FINANCIAL COUNSELOR?
Dr. Kim is an Accredited Financial Counselor - not a financial planner! This means her goal is education. She’ll help us improve our beliefs about money, strategies for saving, and confidence in setting budgets and managing debt. She does not sell investments, insurance policies, or other financial products. She’ll give us the tools and confidence needed to manage our own finances.
As a veterinarian who found herself completely bewildered by the idea of managing her own finances after graduation, she set out to become the expert - and to train others to do the same! Learn more about Dr. Kim and her mission at Richer Life DVM.
MEET OUR SPEAKERS
Help Us Welcome Veterinary Coaches, Dr. Grace Kim and Julie Squires!
Grace Kim, DVM, Accredited Financial Counselor
Grace Kim, DVM, AFC®, CSLP® is a financial wellness coach and educator for veterinary professionals who want to stress less and find more joy with their money without feeling overwhelmed in the process. She is a strong proponent of financial literacy, financial wellbeing, and financial empowerment for all veterinary professionals.
From Dr. Kim:
“When graduating from veterinary school with six-figure student loan debt and very little financial literacy, it was easy to ignore money. As long as the bills were getting paid and I wasn't going (further) into debt (thanks, six-figure student loans!), I figured I was doing okay.
Fast forward to getting married, having children, owning a home, dealing with one too many unexpected expenses… All of a sudden it wasn't so easy to ignore money. I started asking questions like:
How do we pay off our student loans faster?
Where is all of our money going?
Can we afford (fill in the blank)?
Are we on track for retirement? Were we being responsible with our hard-earned money?
These seemed like such easy, basic questions, but I couldn't find anyone who could answer them (without trying to get me to buy more insurance products or manage our assets). So I decided to start with the basics.
Then surprisingly, I actually started LIKING personal finance. It got to a point where I wanted to share this much needed, valuable information with my veterinary colleagues so that they don't have to make the same mistakes I did. So I decided to become a financial coach and educator as an Accredited Financial Counselor (AFC®).”
Julie Squires, BA, CCFP, CLC
Now in our 6th year of collaboration, Julie Squires has become a household name around IntroVet! Her cheer, optimism, and open-heartedness are an inspiration, and we can’t wait to see what she can teach us about managing our money mindsets.
Julie Squires is a Certified Compassion Fatigue Specialist and Certified Life Coach who brings a unique perspective and approach to support the sustained energy and passion of those exposed to the highly stressful, traumatic environments of veterinary medicine.
Julie has over twenty-five years of experience working within veterinary practice - as well as within the industry - developing and executing trainings and workshops. She is a Certified Compassion Fatigue Specialist through the Traumatology Institute.
Her company, Rekindle LLC, offers on-site seminars, webinars, Living A Life You Love group (a group coaching program for women veterinarians), private 1:1 coaching, and the Rekindling podcast and is the result of the need Julie saw to help those that work with animals maintain their wellbeing and mental health. Julie lives in New York’s Hudson Valley with her husband John, dogs Mabel & Archie and Gregg & Duane, their two cats. You can find out more about Julie at her website juliesquires.net.
Upon attending the LIVE session, you’ll earn 6 hours of CE.
Earn 6 hours CE*
A friendly, small group format, where conversation is easy and every question will be answered!
Complete digital course notes delivered by email
The flexibility to learn from anywhere! We’ll meet online on Zoom.
Plus, after course completion, you will have access to recorded sessions for 90 days following the workshop**
*This program has been submitted but is not yet approved by the AAVSB RACE to offer a total of 6 CE Credits, with a maximum of 6 CE Credits being available to any individual veterinarian or veterinary technician. This RACE approval is for the subject matter categories of: non-medical program, using the delivery method of interactive-distance. This approval is valid in jurisdictions which recognize AAVSB RACE; however, participants are responsible for ascertaining each board’s CE requirements.
IntroVet is also an NYSED Approved Sponsor, for providing continuing education to veterinarians and veterinary technicians licensed in New York State.
**Please note that this program will be RACE Approved for LIVE viewing only. Attendees must log on during a live session to receive a CE Certificate, but can utilize recordings to catch up and re-watch sessions.
Veterinary Financial Wellness Retreat
Early Bird Pricing available through February 3rd.VETERINARIAN REGISTRATION
Veterinary Financial Wellness Retreat
Veterinary Team Member
Veterinary Team Member
Early Bird Pricing available through February 3rd.VETERINARY TEAM MEMBER REGISTRATION
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