“Surround yourself with people whose strengths are your weaknesses.” “Focus on what you’re good at.” These tokens were just two of the many pieces of advice given by William Montag to a group of students at the Hilton. Montag, a certified financial planner at the North Star Resource Group, hosted a dinner presentation on finances for members of Private Practice Club.
The PPC plans numerous events each year for students to learn about the important aspects of owning a private practice as well as the trials and successes that current owners have experienced. Through the club, I’ve listened to optometrists talk about their experiences and visited practices. The event hosted by Montag was a little different and made for a fun new experience, as a group of 25 of us attended a fancy dinner presentation at 720 South Bar and Grill. We received folders filled with spreadsheets, charts and checklists addressing the important financial aspects of owning a private practice, and what steps we can take now to achieve that goal. Montag took questions from the group as he gave his presentation. The event was informative and the dinner was delicious. At the end, students could schedule a one-on-one session with Montag about finances.
Dinner Menu + Program folder
Left: Bartlet pear Salad. Right: Salmon Spaetzle
Cheesecake with fresh fruit for dessert