SMART RETIREMENT STRATEGIES FOR LAWYERS
Live Simulcast Seminar
ITEM #:  2139382201   |   EVENT CODE:  453710    |   CREDIT STATUS:  APPROVED
MEMBER PRICE
$245.00
STANDARD PRICE
$295.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live simulcast at no charge.

ONLINE

Thursday, May 5, 2022

9:00 AM - 4:00 PM

REGISTRATION IS OPEN FOR BOTH IN-PERSON AND ONLINE ATTENDANCE
If in-person attendance becomes unavailable, online access will automatically be available through your website account.
In-Person Passholders – You may use your Pass to register for the live simulcast at no charge.

COVID safety guidelines for this event may be found HERE.


Smart Retirement Strategies for Lawyers: How to Plan Your Ideal Retirement

Attend this all-new seminar for expert advice on making or updating your retirement plans.


Can you answer the BIG 5 retirement questions?

  1. When will you retire?
  2. Can you afford to retire comfortably?
  3. Do you want to work part-time?
  4. How will you spend your time? 
  5. How will you find purpose and satisfaction in retirement?


Start your planning now at this all-new seminar!
It’s never too early or too late to start planning your retirement! Our talented faculty will help you plan a retirement that is affordable, meaningful and enjoyable. 


Topics include:

  • Retirement Options for Lawyers: What’s Your Exit Strategy?
  • How to Afford Your Ideal Retirement: 10 Things to Consider When Creating a Financial Plan
  • Should I Sell My Solo or Small Firm Practice? Everything You Need to Know 
  • Avoiding Ethics Violations as You Close Your Practice
  • Retiring Well: 25 Interesting, Meaningful and Fun Things You Can Do in Retirement
  • And More!

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:

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.

MEMBER PRICE
$245.00
STANDARD PRICE
$295.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live simulcast at no charge.

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