SMART RETIREMENT STRATEGIES FOR LAWYERS: HOW TO PLAN YOUR IDEAL RETIREMENT
Online Replay Seminar
ITEM #:  2551772602   |   EVENT CODE:  536840
MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Friday, November 21, 2025

9:00 AM - 4:05 PM

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

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


Start your planning now!
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:

  • 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 
  • Estate Planning Essentials: 4 Documents All Retiring Lawyers Must Have
  • Avoiding Ethics Violations as You Close Your Practice
  • Retiring Well: Interesting, Meaningful and Fun Things You Can Do in Retirement
  • And More!

8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST 


9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS


9:05 – 9:35 a.m.
Now That You’re Retired – What’s Next?
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


9:35 – 10:35 a.m.
How to Afford Your Ideal Retirement: 10 Things to Consider When Creating a Financial Plan
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


10:35 – 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 answers these questions and more.
– Roy S. Ginsburg 


11:45 a.m. – 12:30 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 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


12:30 – 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: 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 – 3:45 p.m.
Purpose and a Paycheck: Finding Meaning, Money, and Happiness in the Second Half of Life
A presentation of retirement trends and challenges for baby boomers by Minnesota Public Radio’s Chris Farrell.
– Chris Farrell 


3:45 – 4:05 p.m.
Strategies for Retiring from a Large Firm
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

LIVE IN-PERSON
Wednesday, October 22, 2025
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Thursday, November 6, 2025
Friday, November 21, 2025
Attend online
A moderator will be available to answer questions by email.

$295 MSBA members / $295 paralegals / $345 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 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.

MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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