chevron-down Created with Sketch Beta.

Lawyer Retirement Starter Series

Achieve success later in life with a webinar series to guide you through the choices available after 60, with the planning, pitfalls and opportunities ahead.

The Series
Initiative Image

Issues in Senior Living Communities

March 19: Many lawyers who have reached ages 55 and older have opted to move to age-restricted communities. This one hour program reviews issues related to such communities.

Register Today →
Initiative Image

What You Need to Know about the New Rules for RMDs

April 16: At a certain age, withdrawals from tax deferred accounts, such as IRAs and 401(k)s, must begin and taxes on those withdrawals must be paid. The rules for required minimum distributions, including penalties for failure to meet RMD requirements, have been evolving as a result of legislative changes (and IRS notices)

Register Today →
Initiative Image

Lawyer Succession Planning: Limitless Opportunities

A panel of Senior lawyers will share their personal journeys and provide valuable insight into Ethics based planning and other tools that you will find useful, for yourself, and for establishing a culture at your workplace for effective and dignified transitions.

Watch the Replay →
Initiative Image

Practical Issues in Planning for Law Firm Retirement-Common Problems and How to Avoid Them

This program is designed for attorneys who are considering retirement and may be grappling with the inherent uncertainties of such a substantial life transition.

Watch the Replay →
Initiative Image

The Longevity Revolution: Alternatives to Retirement

Late-career lawyers are confronting a new set of choices and challenges as they consider their futures.

Watch the Replay →
Initiative Image

Do I Have Enough to Retire?

This presentation takes you through tools to assess your preparedness for launching and securing a long and satisfying retirement.

Watch the Replay →
Initiative Image

Everything You Need to Know About Financial Planning Before and After Retirement

Forgetting to factor in inflation and taxes, misunderstanding financial market return expectations, ignoring sequence risk, or even failing to involve spouses or partners in planning, are a few of the perils of ignoring sound financial planning that will be addressed in this program.

Watch the Replay →
Initiative Image

Our Retirement (Or Not) Story

Three lawyers describe how they approached the later years of practice, through retirement, delayed retirement, and changes in career path.

Watch the Replay →
Financial Planning

Financial Planning Before and After Retirement

Two experts in the field will discuss accumulation and funding techniques to apply in earlier years of your career to have retirement choices later, and getting the benefit of your many years of practice.

Watch the Replay →
Succession Planning

Working Differently: What Lawyers Who Plan to Never Retire Need to Know

Many attorneys in the Boomer or extended Boomer generation do not envision ever retiring. Learn about what new research in neuroscience and longevity tells us about how to work not just longer, but better.

Watch the Replay →

Exit Strategies for Solo and Small Firm Retiring Lawyers: How to Avoid the 3 Biggest Mistakes

Learn how the "hire to retire" strategies can go wrong, what CPAs do not know about law firms and how to value a firm that is for sale, how selling can be easier, and how planning ahead can help you avoid "fire sales."

Watch the Replay →

Succession Planning the Ethical Way: Why It's Important to Eat Your Broccoli Now

Take an hour out of your busy schedule to listen in as bar regulators from around the county talk about succession planning.

Watch the Replay →

Law Office Succession Planning: Are You Ready for the Murder Hornets?

This program will provide best practices to ensure business operational continuity should you or a member of your law firm management team suddenly become unable to lead.

Watch the Replay →

Using Succession Planning as a Risk Management Tool

In many jurisdictions, attorneys and law firms must have appropriate plans in place should an attorney pass away suddenly

Watch the Replay →

Succession Planning for Solo and Small Firm Lawyers

The voluntary or involuntary winding down of the practice of law by a solo or small firm lawyer requires a set of procedures that ensure that ethical rules are followed.

Watch the Replay →
Medicare

Understanding Social Security Regular Retirement and Medicare: The Basics

The program covers the basics of Social Security and Medicare, helping you to advise your clients and to make the right decisions.

Watch the Replay →
Retirement

Preparing for Lift Off: Starting Your Personal Journey to Post-Practice Life

A panel of seasoned attorneys discuss the joys, fears and freedom in their personal journey to a post-practice life.

Watch the Replay →

Exit Strategies for Solo and Small Firm Retiring Lawyers: How to Avoid the 3 Biggest Mistakes

Sponsored content: Learn how the "hire to retire" strategies can go wrong, what CPAs do not know about law firms and how to value a firm that is for sale, how selling can be easier, and how planning ahead can help you avoid "fire sales." Presented by Roy S. Ginsburg, Attorney Coach and Consultant.

Watch the Replay →

New Strategies for Retirement Planning and Preventing Elder Abuse in the New Economy

Elder Abuse comes in many forms and is often caused by those we trust the most. Learn how to protect yourself and make informed choices to make the best out of the rest of your life.

Watch the Replay →

Important Planning Documents You Should Consider as You Grow Older

Part of retirement planning process is the preparation of documents that provide instruction in the event of disability or death.

Watch the Replay →
Books

Don't Let Dementia Steal Everything: Avoid Mistakes, Save Money, and Take Control

This book is designed to be used by the reader as a reference guide to finding quality legal advice to overcome some very common legal obstacles raised by a diagnosis of Alzheimer's disease.

Learn More →

ABA/AARP Get the Most Out of Retirement: Checklist for Happiness, Health, Purpose and Financial Security

As our population continues to age, more Americans are retiring. These Americans will need help with all the aspects of retirement. This book provides an easy step-by-step approach to making decisions that are tailored for this growing segment of the populace.

Learn More →

Hire and Retire: A Plan for a Continuing Income Stream in Retirement from Any Practice

Many older lawyers have no plan in place in case of their untimely death or disability, despite their ethical obligations to their clients. With the proper planning and direction that Hire and Retire offers, you can convert what you’ve built into a revenue stream that can be enjoyed as the transition into retirement is made. Leave your family an asset, not a liability.

Learn More →

How To Win Medicare Appeals

This book is about how to successfully fight for the payment of medically reasonable and necessary services when Medicare erroneously denies payment, or when Medicare erroneously demands a repayment of overpayment.

Learn More →

Second Acts for Solo and Small Firm Lawyers

This book will help all attorneys plan for their eventual life beyond the law, whether they are looking to supplement a pension, pay for the better things in life, or start an entirely new career.

Learn More →

Of Counsel: Forms and Advice for Legal Practitioners, Fifth Edition

Of Counsel, Fifth Edition, adds a measure of definition and precision to the understanding of "Of Counsel" relationships. It reflects changes to the Model Rules of Professional Conduct adopted since the Fourth Edition (2013), as well as changes and additions aimed at providing those considering an "Of Counsel" relationship with all of the tools necessary to successfully navigate the process.

Learn More →

ABA/AARP Wise Moves: Checklist for Where to Live, What to Consider, and Whether to Stay or Go

This easy-to-use guide to housing choices helps you make the best choice for you.

Learn More →

ABA/AARP Juggling Life, Work, and Caregiving

This book is a companion to the PBS documentary Caring for Mom and Dad (May 2015) and Sally Hurme’s ABA/AARP Checklist for Family Caregivers: A Guide to Making It Manageable.

Learn More →
Lawyer Retirement Starter Series

Series Brought to You By

The ABA Retirement Funds Program offers a different kind of retirement plan; built by lawyers, powered by pros. We innovate with a purpose, helping plan participants save more and worry less. Our unique culture is dedicated to helping secure financial futures for the legal community.

Learn More