Evon Mendrin, CFP talks about a basic estate planning tool that every optometrist should keep an eye on – keeping beneficiaries up to date on different accounts and life insurance policies.

He walks through a few things to keep an eye on as you review your beneficiaries over time.

Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.

Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what’s on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and plan purposefully around their money and their practices.

Resources mentioned on this episode:

• • Akrinos Cold-Start Corner
  • ODs on Facebook