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    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.

    About the Series

    The spread of subject matter in this multi-year programming series will cover some of the most important and difficult-to-navigate topics surrounding retirement including: Full retirement vs. scaling back; Changing lines of work; Medicare; Social Security; Financial & Estate planning; Healthy living; and much more. Please register for each program individually. You may choose to sign up for some, or all, in the series. And check back frequently—programs will be available on-demand after each live event, and new topics will be added regularly.

    The Series
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    How to Avoid Holiday Scams and What to Do if You or Your Client Falls Victim

    12/5/2024 | 1-2 PM ET | 1 CLE Credit | Scammers ramp up their schemes during the holiday season. Learn how to avoid the worst holiday scams and what steps can be taken if you or your clients are a victim of a scam.

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    Are You Prepared for the Costs of Elder Care for You or Your Loved One?

    11/15/2024 | 1-2 PM | NonCLE |  Learn about the costs of elder care, including costs of caretakers, independent living, assisted living, nursing homes, and memory care facilities. The sources of funds for elder care and guidelines to use in choosing care will be briefly discussed.

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    Qualified Charitable Distribution (QCD): What It Is, How It Merges Donor and Donee Objectives

    1 CLE Credit | Are you or your client looking to reduce taxable income while doing good? Is a non-profit you're working with familiar with QCD's? Learn how QCD's can lower individuals' taxes and raise money for non-profits.

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    Optimizing Retirement Benefits for the Corporate and Government Lawyer

    Delve into the crucial differences between Defined Contribution and Defined Benefit plans, and receive tailored strategies for corporate and government lawyers to maximize their retirement benefits.

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    Issues in Senior Living Communities

    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.

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    What You Need to Know about the New Rules for RMDs

    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)

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    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.

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    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.

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    The Longevity Revolution: Alternatives to Retirement

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

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    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.

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    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.

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    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.

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    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.

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    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.

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    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."

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    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.

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    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.

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    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.

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    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.

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    The Path Forward: A Roadmap for your Retirement Journey

    Ida Abbott, author of "Retirement by Design," talks about how to create your overall retirement strategy, and design a retirement plan that’s tailored to your unique needs.

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    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.

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    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.

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    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.

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    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.

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    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.

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    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.

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    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.

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    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.

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    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.

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