Crafting Succession and a Lifestyle Change

A successful, low-stress retirement requires years of preparation and careful succession planning which yields the best results when planned earlier rather than later. But how do you know how to do something you?ve never done before? You lean on the experts!Attend this seminar (either in-person or online) for the inside scoop on multiple ways to best prepare for retirement in advance. Leading our Ready, Set, Retire! session are two lawyers, an accountant and a career coach ready to share details on how to pull together a succession plan that will best suit you and your career stage.

Who should attend?

All lawyers with their own practice or lawyers who are thinking about starting up their own practice. This course will also be valuable for any lawyer who is starting to think about the ?how? of the next 5-10 years and wants more insight into retirement options.

Learning Outcomes

• Learn how to prepare your accounts for best valuation results, including what valuers look for.
• Develop a better understanding of suggested succession options and how to action them
• Gain practical insights into preparing the practice, in terms of management, systems, technology and people
• Become better informed on how to take your succession plan from theory into practice
• Grow your knowledge about settlement and transition and what happens thereafter including adjusting to a new mindset

Presenter Details

Don Thomas QSM
Janine Roberts
Carmel Byrne

Chair: John Hart