Texas Equine Veterinary Association

2015 TEVA Symposium Brochure

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www.texasequineva.com • Page 14 2015 PLATINUM PRACTICES 6666 Ranch, Guthrie, Texas Alvarado Veterinary Clinic, Alvarado, Texas Animal Imaging, Irving, Texas Austin Equine Associates, Driftwood, Texas Brazos Valley Equine Hospital, Navasota, Texas Brock Veterinary Clinic, Lamesa, Texas Collier Equine Veterinary Service, Waller, Texas Cooper Veterinary Clinic, West Monroe, Louisiana Elgin Equine Veterinary Hospital, Elgin, Texas Equine Sports Medicine and Surgery, Weatherford, Texas Hartman Equine Reproduction Center, Whitesboro, Texas La Mesa Equine Lameness Center, Pilot Point, Texas Oakridge Equine Hospital, Edmond, Oklahoma Outlaw Equine Hospital, Decatur, Texas Performance Equine Associates, Thackerville, Oklahoma We greatly appreciate your continued support of TEVA. We would like to extend an invitation to all Platinum Practice Owners to join us for a dinner to be held Wednesday August 12th at 6:30pm-9:30pm, in the Highlands Bar. SPEAKER: JOHN ALLEN CHALK, JR., CPA, J.D., CFP Prior to forming the fee based financial planning firm of Chalk, Cullum & Assocites in 2002, John was a partner of the Fort Worth law firm of Whitaker, Chalk, Swindle & Sawyer, LLP representing individuals and business owners, with issues of succession, structure and tax reduction strategies. His passion is to help people align their wealth with their values, and thus further their purpose in life. In 2009, John and his partners, Dee Wayne Cullum, founded Trinity Portfolio Advisors, LLC. Trinity Portfolio Advisors, LLC is an independent registered investment advisory firm with assets under management in excess of $200 million. As part of Chalk, Cullum & Associates, John works with various equine and companion animal veterinarians both local and national. The veterinarian division of Chalk, Cullum & Associates focuses on practice valuation analysis, succession, structure and tax reduction planning. Mr. Chalk has worked with the TVMA, SWVS, AAEP, Midwest Veterinary Supply, Equine Business Management and many others. We would like to invite all Platinum Practice Owners to join us for a time of education and camaraderie with your fellow Platinum Practice Owners. If there is a topic that you would like to hear discussed with John Chalk and by your peers, please submit it to Sara Green at the TEVA Office. We would like to have the agenda dictated by you and have the conversation guided in a way that you can walk away, armed with knowledge and a camaraderie with your fellow Platinum Practice Owners. Please sign up to attend the Platinum Practice Owners Dinner on the Registration form in the back of this packet. If you are unable to attend the Summer Symposium and would like to send your Practice Manager or another Partner in your place, please register them on the Registration form. The following exemplary practices will be sponsoring the speaker budget which allows us to bring in speakers from around the country. If you are interested in becoming a Platinum Practice contact Sara Green at office.teva@gmail.com. Pete and Sue Vaden, Uvalde, Texas Premier Equine Veterinary Services, Whitesboro, Texas Retama Equine Hospital, Selma, Texas Southwest Stallion Station, Elgin, Texas Texas A&M University Veterinary Medicine Teaching Hospital, College Station, Texas Texas Equine Hospital, Bryan, Texas Town and Country Animal Hospital, Kerrville, Texas Veterinary Chiropractic and Rehabilitation Clinic, Houston, TX Ward Animal Hospital, Nacogdoches, Texas Weatherford Equine Medical Center, Weatherford, Texas Weems and Stephens Equine Hospital, Aubrey, Texas Western Animal Hospital, San Angelo, Texas Young Equine Services, Lubbock, Texas PLATINUM PRACTICE OWN ER'S DIN N ER HOW TO PREPARE YOUR PRACTICE TO SELL ® Investment Advisory and Financial Planning Services are offered through Trinity Portfolio Advisors, LLC, an SEC Registered Investment Advisor.

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