Business Planning for the New Private Practice Owner

Presented by Travis McEuen, Certified Financial Planner

FREE! (no CE credit)
Registration closes 5/15

Workshop Description

Launching a private practice involves much more than seeing clients. Business owners must also manage a variety of operational, administrative, and strategic responsibilities.

Designed for clinicians who are thinking about starting - or are newly established in - private practice, this workshop provides a practical framework for understanding the business side of running a practice. Participants will learn the key steps involved in setting up their business and creating financial systems that support a smooth and sustainable practice.

Please note: Marketing topics such as website creation, branding, and advertising will not be covered. For marketing information, go to:
https://www.camft.org/marketingtoolkit 

Learning Objectives

• Identify different business entity structures and common retirement plan options available to small business owners.
• Explain the basics of cash flow management and key tax deductions relevant to running a private practice.
• Recognize common mistakes new business owners make when starting a practice and strategies to help avoid them.

About the Presenter

Travis McEuen is a Certified Financial Planner. He has a Master’s of Taxation from Golden Gate University and nearly 10 years of Wealth Management and Financial Planning experience working with individuals and business owners.