Early Career Financial Planning: For Those Who Want to be Financially Free

Saturday, October 25, 2025

1:30 PM - 6:00 PM

Sponsored by

Seminar Chair(s)

Jason Balara, DVM, DACVS (Small Animal)

Lark Capital Group

The seminar focuses on providing veterinarians with actionable strategies to achieve financial freedom. Topics covered include: student debt, practice management, contract negotiations, mindset around money, investing, and overall physical and mental health. Attendees will leave with the baseline tools and resources needed to set themselves and their families up for success.

Learning Objectives:

Upon completion, participants will be able to identify the areas of their lives that will need attention in order to create financial literacy and freedom
Upon completion, participants will be able to access multiple resources to help them succeed
Upon completion, participants will be able to look forward to a more sustainable career path by incorporating overall wellness

Presentations:

1:30 PM - 2:15 PM

Triage Your Personal Finances and Grow Your Wealth
Guest Speaker: Meredith Jones, DVM, CSLP®, AFC® – Dr. Meredith Jones, LLC
2:15 PM - 3:00 PM

Why Your Practice Needs an Operating Budget
Guest Speaker: Grace Ursery, RVT, CVPM, eMBA (she/her/hers) – Vet Money Geek
3:00 PM - 3:45 PM

Taming the Student Debt Monster
Guest Speaker: Meredith Jones, DVM, CSLP®, AFC® – Dr. Meredith Jones, LLC
4:30 PM - 5:15 PM

Achieving Peak Performance Both Personally and Professionally: Using the Science of Flow
Guest Speaker: Stephanie Van Deynze-Snell, BSc DVM (she/her/hers) – Central Veterinary Services
5:15 PM - 6:00 PM

Panel Discussion: Early Career Financial Planning
Guest Speaker: Meredith Jones, DVM, CSLP®, AFC® – Dr. Meredith Jones, LLC
Guest Speaker: Grace Ursery, RVT, CVPM, eMBA (she/her/hers) – Vet Money Geek
Guest Speaker: Stephanie Van Deynze-Snell, BSc DVM (she/her/hers) – Central Veterinary Services