You will learn:
- Why it's important to take advantage of this moment in time to build a strategic plan for the future: People live longer; retirement last longer; the job of preparing for retirement can't wait until you are 65.
- Avoiding regret: Techniques that younger lawyers can leverage that older lawyers didn't consider when they were young.
- The difference between investing for capital accumulation and income production.
- Tools to monitor progress and measure success.
- Getting the most from advisors: The roles of tax counsel, investment counsel, and trusts and estates counsel in securing a satisfying, worry-free life after retirement.
This program is part of the Lawyer Transition and Retirement Series. Visit our website to explore and register for all the programs in the series.
The content of this program does not meet requirements for continuing legal education (CLE) accreditation. You will not receive CLE credit for participating.