/ / / / The Seven Deadly Sins of Financial Planning for Veterinary Professionals

The Seven Deadly Sins of Financial Planning for Veterinary Professionals


Isaiah Douglass, MBA, Certified Financial Planner │WEBINAR

SKU: 20210801 Category:


August 1, 2021 | 1-4:00 pm CDT
Isaiah Douglass, MBA, Certified Financial Planner │ WEBINAR
All Veterinary Team Members Welcome

Learn what Lust, Gluttony, Greed, Sloth, Wrath, Envy, and Pride have to do with Financial Planning and Veterinary Medicine

Money! We all need it, but it’s not easy to talk about. Veterinary professionals in particular deal with unique struggles like crippling student loan debt, high overhead costs, and relatively low pay compared to other careers requiring advanced skillsets. That’s why we’re working together with Isaiah Douglass, a Certified Financial Planner and well-known member of the veterinary community, to talk money. This interactive virtual workshop will provide invaluable advice for veterinarians, technicians, and practice managers alike!

In this two-hour CE, we’ll cover:

  • Budgeting basics: What % of your income should go to fixed expenses? Variable expenses? Emergency fund? Retirement?
  • Extra cash – where should your money go first? An itemized list
  • Bitcoin – should you invest in it?
  • The importance of estate planning
  • What kinds of insurance do you need? How much?
  • Tax decisions – LLC vs S-Corp, filing individually vs jointly, maximizing deductions
  • The clinical evidence on why money is so emotional
  • The ownership opportunity
  • What is investing and what is speculating?
  • Concentration vs. Diversification?
  • How do you tell when it’s time to change financial plans?

Space is limited! Register early to save your seat!

LSVA is thrilled to welcome Isaiah Douglass!

Meet Isaiah

Hi, my name is Isaiah Douglass. I am a CERTIFIED FINANCIAL PLANNER™ and Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach that is dedicated to identifying ways to grow the net worth of veterinarians. In the summer of 2020, I merged with another financial advisor and became a partner in Vincere Wealth Management.

I am the host of the weekly podcast The Veterinarian Success Podcast which interviews and discusses topics related to clinical, business, financial, and personal of the lives of veterinarians. I am deeply involved in speaking within veterinary medicine via students, podcasts, video interviews, and spoken at the Veterinary Financial Summit conference. I am on the Communications Committee within VetPartners to help deliver the message of the organization to membership, but also the veterinary industry.


  • Two hours CE
  • Complete digital course notes delivered by email
  • Webinar log-in information provided by email
  • Access to session recordings for 30 days following completion of workshop*

**This program is approved by the AAVSB RACE to offer a total of 2 CE Credits, with a maximum of 2 CE Credits being available to any individual veterinarian or veterinary technician. This RACE approval is for the subject matter categories of: 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. Course number: 20-868266

*Please note: In accordance with RACE approval requirements for an “interactive distance” CE program, attendees must log into the workshop live in order to receive CE credit.

Time & Location

Date: August 1, 2021
Time: 1 pm to 4:00 pm CDT
Location: Anywhere!
Find a cozy spot with reliable internet and join us online for this live and interactive learning event! 

Register to See Why Our Attendees Love LSVA!

Top notch, fantastic. I was really dreading this because I dislike CE environments but really enjoyed.

I learned SO much about myself and feel empowered to make real changes in my life.

I felt it was very well organized and I felt taken care of. Julie was an excellent speaker and I enjoyed the content very much.

I couldn’t imagine the program running any smoother.

More dates! More events! Love these and I will be back! THANK YOU!

Excellent conference!!! Much more intimate than the large conferences.

I love that we wrote and expressed rather than just taking in material. This was interactive for real.

It was such a well thought out conference. Well done.


Additional information

Registration Type

Veterinarian, Vet Tech and Other Team Members