P804
The High Cost of Poor Planning

Friday, September 14, 2012
9:00 AM-12:00 PM
Location

30C-D (San Diego Convention Center)

P804

The High Cost of Poor Planning

Ticketed This is a ticketed session.
Handouts
  • P804-High Cost of Poor Planning-2012.pdf (316.2 kB)
    • Speakers:

    John Bauer MBA, CPA, CVA
    Strongsville, OH, USA

    Robert Haney BBA
    Strongsville, OH, USA

    CDE/CME Offered: No CE Offered
    Synopsis

    OMS practices are complex organizations dealing with practice values, retirement plans, several types of business and personal insurances, as well as real estate. The presenters will discuss several real-life examples of poor financial planning, how they have affected several OMS practices and how to avoid these situations.

    Learning Objectives
    1. Distinguish possible financial problems that could affect their practice and personal life.
    2. Increase awareness of financial problems that can affect practice and personal lives.
    3. Provide a comprehensive review of the financial aspects of a practice and the interrelated issues.

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