8:30 – 9:00 a.m.
IN-PERSON CHECK-IN & CONTINENTAL BREAKFAST  - OR -  JOIN ONLINE

9:00 – 9:30 a.m.
Retirement Options for Lawyers: What’s Your Exit Strategy?
What are the best ways to wind down your practice and then begin the next chapter? Roy Ginsburg shares his insights, plus advice for creating your own successful succession plan.
– Roy S. Ginsburg

9:30 – 10:30 a.m.
How to Afford Your Ideal Retirement: 10 Things to Consider When Creating a Financial Plan
Wealth managers 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

– Danielle M. Niska & Ria G. Olson

10:30 – 10:45 a.m.
BREAK

10:45 – 11:45 a.m.
Should I Sell My Solo or Small Firm Practice? Everything You Need to Know
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 and Paul Floyd answer these questions and more.
– Paul M. Floyd & Roy S. Ginsburg 

11:45 a.m. – 12:15 p.m.
Estate Planning Essentials: 4 Documents All Retiring Lawyers Must Have
Retirement planning is the perfect time to create or update your estate plan. Experienced estate planner Marya Robben 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.
– Marya P. Robben 

12:15 – 1:00 p.m.
LUNCH (on your own)

1:00 – 2:00 p.m.
Don’t Let the Door Hit You on the Way Out: Avoiding Ethics Violations as You Close Your Practice
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

2:00 – 3:00 p.m.
Retiring Well: 25 Interesting, Meaningful and Fun Things You Can Do in Retirement
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)

3:00 – 3:15 p.m.
BREAK

3:15 – 4:00 p.m.
Strategies for Retiring from a Large Firm
A discussion of:

• 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!

– Melodie R. Rose & Gregory J. Stenmoe
– Roshan N. Rajkumar (moderator)

LIVE IN-PERSON
Thursday, May 5, 2022
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

LIVE SIMULCAST
Thursday, May 5, 2022
Attend online

$245 MSBA members / $245 paralegals / $295 standard rate

Other discounts that may apply:

• Season Pass 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 5.75 CLE credits, including 1.0 ethics credit. The maximum number of total credits attendees may claim for this program is 5.75 credits.