The Peachtree Planning team, led by Jay Patel, was proud to be a booth sponsor at SECO 2025, one of the largest gatherings for eye care professionals! This event provided a fantastic opportunity to connect with optometrists and industry leaders to discuss the financial strategies that can help grow and protect their practices.
Key Takeaways from SECO 2025:
✅ Customized Financial Strategies – We specialize in creating customized strategies tailored to your profession and goals—from managing practice cash flow to maximizing tax efficiency. Our discussions focused on financial planning strategies specifically designed for optometrists, helping them navigate practice growth, risk management, and retirement planning.
✅ Networking & Learning – SECO 2025 brought together an impressive group of professionals passionate about advancing eye care. It was inspiring to exchange ideas and discuss industry trends.
✅ Your Financial Future Matters – If you couldn’t visit our booth, don’t worry! We’re here to support you with personalized financial strategies tailored to your unique career and business goals.
Let’s Keep the Conversation Going! If you’re looking for financial guidance to secure your future and strengthen your practice, we’d love to chat. Reach out today to schedule a consultation!
📩 Visit our Optical Professionals Page
Jay Patel, Dara Davis, Irma Montes, Ryan Barry, Sashana Whyte, Dustin DeMersseman, Drew Hawkins, Joshua Metzger
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