WELCOME & ANNOUNCEMENTS  (5 MINUTES)

Now That You’re Retired – What’s Next?  (30 MINUTES)
What are the best ways to begin the next chapter? Roy Ginsburg shares his insights, along with advice on creating your own successful personal retirement plan.
– Roy S. Ginsburg

How to Afford Your Ideal Retirement: 10 Things to Consider When Creating a Financial Plan  (60 MINUTES)
Wealth managers Daniel Bongiovanni, Danielle Niska and Ria Olson will discuss:

• The importance of quantifying and prioritizing your goals, and new risks that you will face in retirement
• Aligning your various income sources to your planned expenses and how to handle gaps
• What Medicare does and does not cover and how to prepare for healthcare costs
• Helpful planning tools and strategies for creating a customized plan
• Major pitfalls and common mistakes to avoid

– Daniel Bongiovanni, Danielle M. Niska & Ria G. Olson

Should I Sell My Solo or Small Firm Practice? Everything You Need to Know  (60 MINUTES)
Which practice areas have value and which don’t? How to best structure deals? Who are the best buyers, and how do you find them? Roy Ginsburg answers these questions and more.
– Roy S. Ginsburg 

Estate Planning Essentials: 4 Documents All Retiring Lawyers Must Have  (45 MINUTES)
Retirement planning is the perfect time to create or update your estate plan. Experienced estate planner Beth T. Morrison explains the 4 documents all lawyers should prepare to ensure that their affairs are handled according to their wishes should they die or become incapable of making decisions.
– Beth T. Morrison

Don’t Let the Door Hit You on the Way Out: Avoiding Ethics Violations as You Close Your Practice  (60 MINUTES)
1.0 ethics credit applied for
As retirement draws near, a little planning regarding handling old files, notifying clients of your retirement, and managing your trust account goes a long way toward a smooth transition. Plus, a primer for snowbirds on the limitations of practicing from other states.
– Eric T. Cooperstein

Retiring Well: Interesting, Meaningful and Fun Things You Can Do in Retirement  (60 MINUTES)
Retired lawyers have a wealth of options for how to spend their time from volunteering locally to working part-time to traveling the world. Hear from a panel of retired lawyers who are thriving in retirement. You’ll be inspired by their experiences to start planning your own ideal retirement.
– Ellen A. Abbott, Mickey S. Greenberg & Robert R. Reinhart
– Roy S. Ginsburg (moderator)

Purpose and a Paycheck: Finding Meaning, Money, and Happiness in the Second Half of Life  (30 MINUTES)
A presentation of retirement trends and challenges for baby boomers by Minnesota Public Radio’s Chris Farrell.
– Chris Farrell 

Strategies for Retiring from a Large Firm  (20 MINUTES)
A fireside chat addressing:

• How of counsel arrangements are set up
• How clients are transitioned to other lawyers in the firm
• Compensation issues
• How leadership roles are transitioned to other lawyers in the firm
• And more!

– Roy S. Ginsburg & Justin Weinberg

$295

Other discounts that may apply:

• Season Pass Discount
• On Demand Bundle Discount
• New Lawyer Discount

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.0 CLE credits, including 1.0 ethics credit. The maximum number of total credits attendees may claim for this program is 6.0 credits.

Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.