Personal Financial Success for Class of 2025

Helping you achieve success now and throughout your career.

Your Instructor

Lance Roasa, DVM, JD, MS
Lance Roasa, DVM, JD, MS

Dr. Roasa has earned his veterinary and Master’s degrees from Texas A&M University and his law degree from the University of Nebraska. He has worked for Banfield in Phoenix and has owned and operated a mixed animal practice in the mountains of Colorado. He has co-founded and co-owns a group of practices in Nebraska, operates a law practice and delivers on-line CE via He is the past president of the American Veterinary Medical Law Association and a national co-advisor to the Veterinary Business Management Association. He serves on the board of directors of the Mark Morris Institute and on the advisory board to Veterinary Team Brief.

Instructor: Lance Roasa, DVM, MS, JD

Teaching Assistant: Steve Kellner

Email address: [email protected], [email protected]

Course Description

Course Goals

Students who complete this course successfully will be able to:

Financial Wellness

  1. Recognize the correlation between personal financial health and personal wellness.

Budget formation

  1. Use personal budgeting to make spending decisions and forecast expenses based on past habits.
  2. Recognize the benefit of working through budgets with trusted peers.
  3. Analyze personal spending habits and gain tools to form spending habits that will lower debt from personal spending.
  4. What is a budget? Recognize that a budget is a financial decision-making tool
  5. Recognize that financial stability and empowerment of financial knowledge leads to reduced anxiety and stress
  6. Understand the value of credit scores and effect on financial success

Paying for Veterinary School

  1. Understand how to use a college's estimated cost of attendance to develop a budget while attending veterinary school
  2. Compare and contrast the options available for paying for a veterinary medical education which include:

Career Pathways

  1. Assess the choices for possible career pathways
  2. Understand compensation packages from selected career pathways
  3. Understand the steps necessary for career development
    1. Develop a resume and cover letter
    2. Develop proper communication skills with potential employers

Daily Work/Homework

Students will be required to respond to questions that will be asked through emails and teachable sent by the team.

Course Curriculum

  Week 1 -- Introduction to Personal Financial Success
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  Week 2 -- Financial Success & Financial Concerns
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  Week 3 -- The Theory of Budgeting
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  Week 4 -- The Details of a Budget
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  Week 6 -- Info to Reduce Your Financial Stress
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