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PRODID://UTOA//203085
BEGIN:VEVENT
DTSTAMP:20260405T103933
VTIMEZONE:America/Phoenix
DTSTART:20260220T013000Z
DTEND:20260220T043000Z
UID:203085
SUMMARY:UOA Winter Quarterly Meeting
LOCATION:Utah Cultural Celebration Center, 1355 W 3100 S, West Valley City, UT, 84119
DESCRIPTION:UOA Winter Quarterly Meeting\n\n02/19/26 06:30 PM MT\n - 02/19/26 09:30 PM MT\Description:\nUOA Winter Quarterly Meeting\nFebruary 19, 2026\n6:30 – 9:30 PM\n2 hours of CE\n\nUtah Cultural Celebration Center\n1355 W 3100 S\nWest Valley City, UT 84119\n\nWe look forward to seeing you at the 2026 UOA Winter Quarterly Meeting, where we will be focusing on practice management courses with a course taught by a financial expert and a course taught by a lawyer on February 19 at the Utah Cultural Celebration Center (1355 W 3100 S, West Valley City, UT 84119).\n\nThis event is free for all UOA members and optometry students; however, registration is required. If you’d like to invite anyone who is an OD, but not a UOA member, the cost is $50 for this event. You may register one office manager/staff member, but we ask that they pay $15 to cover the cost of their dinner (dinner is free for ODs and students).\n\n6:30 – 7:30 pm: UOA business meeting w/dinner\n\n7:30 – 8:30 pm: "Rules of the Road" with Amy Marty, Cope Pending\nCourse Outline: This presentation offers 10 principals for sound investing. It also discusses the most common investing mistakes and how to avoid them.\n\n8:30 – 9:30 pm: "Buying, Selling, or Partnering in an Optometry Practice" with Kevin Dorman, Cope Pending\nCourse Outline: This course provides a comprehensive overview of the financial, legal, and strategic considerations involved in buying, selling, or partnering in an optometry practice. Attendees will learn how different deal structures—asset sales, equity sales, all-cash transactions, earnouts, equity rollovers, seller financing, and partnership models—affect valuation, taxes, liability, and long-term outcomes. The course also examines private equity involvement in optometry, enabling practitioners to navigate modern ownership transitions with confidence and clarity.\n \Location:\nUtah Cultural Celebration Center\n1355 W 3100 S\nWest Valley City, UT 84119
X-ALT-DESC;FMTTYPE=text/html:UOA Winter Quarterly Meeting<br /><br />02/19/26 06:30 PM MT - 02/19/26 09:30 PM MT<br />Description:<br />UOA Winter Quarterly Meeting<br />
February 19, 2026<br />
6:30 &ndash; 9:30 PM<br />
2 hours of CE<br />
<br />
Utah Cultural Celebration Center<br />
1355 W 3100 S<br />
West Valley City, UT 84119<br />
<br />
We look forward to seeing you at the 2026 UOA Winter Quarterly Meeting, where we will be focusing on practice management courses with a course taught by a financial expert and a course taught by a lawyer on February 19 at the Utah Cultural Celebration Center (1355 W 3100 S, West Valley City, UT 84119).<br />
<br />
<em><strong>This event is free for all UOA members and optometry students; however, registration is required. </strong>If you&rsquo;d like to invite anyone who is an OD, but not a UOA member, the cost is $50 for this event. You may register one office manager/staff member, but we ask that they pay $15 to cover the cost of their dinner (dinner is free for ODs and students).</em><br />
<br />
<em>6:30 &ndash; 7:30 pm: UOA business meeting w/dinner</em><br />
<br />
7:30 &ndash; 8:30 pm: &quot;Rules of the Road&quot; with Amy Marty, Cope Pending<br />
<em><strong>Course Outline:</strong>&nbsp;This presentation offers 10 principals for sound investing. It also discusses the most common investing mistakes and how to avoid them.</em><br />
<br />
8:30 &ndash; 9:30 pm: &quot;Buying, Selling, or Partnering in an Optometry Practice&quot; with Kevin Dorman, Cope Pending<br />
<meta charset="UTF-8" /><em><strong>Course Outline:</strong>&nbsp;This course provides a comprehensive overview of the financial, legal, and strategic considerations involved in buying, selling, or partnering in an optometry practice. Attendees will learn how different deal structures&mdash;asset sales, equity sales, all-cash transactions, earnouts, equity rollovers, seller financing, and partnership models&mdash;affect valuation, taxes, liability, and long-term outcomes. The course also examines private equity involvement in optometry, enabling practitioners to navigate modern ownership transitions with confidence and clarity.</em><br />
&nbsp;<br />Location:<br />Utah Cultural Celebration Center<br />1355 W 3100 S<br />West Valley City, UT 84119
PRIORITY:3
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DESCRIPTION:Reminder
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