Category: Planning

Asset Protection Analysis

Finance & Operations, NewOptometrist, Perspectives, Planning, Recent, Resources, Sponsors |

Roxanne Arnal, Optometrists and Certified Financial Planner offers up a process for reviewing and managing risks to protect your financial assets by selecting the appropriate asset protection strategies.

What’s your Greatest Asset?

Finance & Operations, NewOptometrist, Perspectives, Planning, Resources, Sponsors |

Roxanne Arnal, Optometrist and Certified Financial Planner asks a critical question that sets the foundation to a financial plan.

Insight with Roxanne Arnal

Finance & Operations, Insights, Planning, Resources

Insights with Roxanne Arnal, Optometrist and Certified Financial Planner (R). After years of “all in” engagement in optometry and building a successful private practice, Roxanne changed course. Now she combines her unique skill sets to help Optometrists and their families.

Looking Forward to 2021: The Importance of Positivity

Human Resources, Managing Others, News, Planning, Resources |

Positivity in life is the key to success, happiness, and a sense of fulfillment. It is difficult to have a positive attitude and positive thoughts when we look back at 2020 but as much as there was pain and suffering, there were some silver linings.

Enhancing Value through Transformation to a Full-service Practice

Buying-Selling A Practice, Exit Strategy, Planning, Practice, Recent |

Independent Vancouver optical owner, Phil Mattes, provides an insider’s view to his exit strategy. Partnering with IRIS unlocked a substantial part of the business’ value immediately and set the table for a profitable transformation and earn out.