Lunch 'n' Learn

Lunch 'n' Learn sessions help busy MVMA members obtain CE credits without having to leave work and are open to all veterinary professionals! These one-hour sessions are held on the second Tuesday of each month from 12–1 p.m. (central). Attendees receive 1 interactive CE credit.

Pricing: 
MVMA Members: FREE
Non-Member MN Licensed Veterinarian: $45/session
CVTs, VTs, VAs: $20/session
Non-MN Licensed Veterinarian: $20/session

WebEx software is used to conduct the online Lunch 'n' Learn series. Join a test meeting now to ensure your device is set up properly. 

LUNCH 'N' LEARN SCHEDULE

Tuesday, Sept. 9: Eye Surgery Pro Tips 
Andrew Rogen, DVM, DACVO, Owner, Vet Eye Pros

Learn techniques for upgrading your ophthalmology surgery skills! This presentation will provide detailed information about common ocular surgeries including entropion, third eyelid gland prolapse, wedge-resection, conjunctival biopsy, and more as time allows. Dr. Andrew Rogen will provide tips and tricks for each procedure to help improve your outcomes and knowledge base.

Dr. Andrew Rogen is a board-certified veterinary ophthalmologist. Andrew's interest in veterinary medicine began at his family's small animal veterinary clinic and on their family farm near Sioux Falls, South Dakota. Those two experiences convinced Andrew that caring for animals and their people was his passion. Andrew graduated from South Dakota State University prior to receiving a doctorate in veterinary medicine from Iowa State University in 2015. He then completed both a small animal general internship and ophthalmology specialty internship in Oregon. Dr. Rogen completed a three-year comparative ophthalmology residency program at Eye Care for Animals while working in Southern California and Wisconsin. He attained board certification from the American College of Veterinary Ophthalmologists in 2020.

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Tuesday, Oct. 14: Plan, Invest, and Exit: Financial Ideas for Every Stage of Your Practice & Life
Jon Marquet, JD, CEPA, Retirement Plan Consultant, Trust Point, Inc.
Allyson Krause, CRPP, Managing Director for Retirement Plan Services, Trust Point, Inc.

Your financial life is complicated. And not just because the public markets can be volatile. Done right, financial planning and investing requires a full analysis of your assets, goals, risk tolerances, and an understanding of your practice and exit plan. We will present an overview of financial topics. And will impart actionable information, including through the examination of a hypothetical financial planning and practice sale scenario, to allow veterinarians to identify and understand financial issues in their life and work, including:

• Investing, including tax-advantaged vehicles, time-in the market, passive versus active, asset allocations, and target-date investments.
• Financial Planning, including financial planning metrics, budgeting, taxes, social security, RMDs, and estate planning.
• Exit Planning, including the process and team necessary to prepare your practice for a successful succession or sale that realizes its full value.

Jon Marquet is a lawyer (JD), certified exit planning advisor (CEPA®), and the retirement plan consultant at Trust Point Inc. He counsels clients and prospective clients concerning a variety of personal and business wealth management issues, including wealth management issues through and after the transition or sale of a business. Jon advocates for Trust Point’s full suite of wealth management services, while also developing essential, sustainable relationships with business owners and other community members. Jon believes in the realistic and achievable opportunity that proper wealth management offers for achieving long-term financial independence and infuses his passion into his work.

Allyson Krause is a certified retirement plan professional (CRPP™) and the managing director for retirement plan services at Trust Point, Inc. She oversees Trust Point’s employer-based retirement plan services department, including issues concerning 401(k) education, technology, and investment options. Allyson takes great pride in providing businesses retirement plan solutions that enhance owners’ and employees’ financial well-being and help prepare them for their financial future.

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Tuesday, Nov. 11: One Big Beautiful Bill – What You Need to Know 
David Kelling, CPA, MBT, Owner & President, Kelling CPA Ltd.

A simplified breakdown of the new tax act. Breaking down the new bill into two parts: 1) What business owners should know and 2) what individuals should know.

Mr. David Kelling is the Owner and President of Kelling CPA, Ltd. He earned his Masters of Business Taxation from the University of Minnesota, and he is a Certified Public Accountant. David has been advising small businesses on tax and business strategies for over 35 years.

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