[On Demand] Everything You Need to Know About Retirement Planning and More
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7/22/2024
When: Accessible online until Dec. 12, 2024
Where: Accessible Online
Contact: cle@inbar.org


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Everything You Need to Know About
Retirement Planning and More

On-demand
2.0 hr. CLE/1.0 hr. Ethics

About the program

Two senior lawyers, one newly retired and the other approaching retirement age, will present a wide-ranging discussion of retirement planning in a practical step-by-step fashion. Topics will include early retirement planning for younger lawyers, retirement planning for law firms to educate and prepare their lawyers and staffs, steps to take as retirement approaches, and what to do as the date arrives. This program will also emphasize the need for lawyers to understand retirement planning in assisting clients with estate planning and will include opportunities for audience Q&A.

Speakers:
John C. Trimble, Lewis Wagner, LLP
Ted A. Waggoner, Peterson Waggoner & Perkins (retired)

 

Who might enjoy this

This presentation is intended for all ages, but is particularly targeted to lawyers who are in their late 40s and older.


Pricing

ISBA members: $25
Non-members: $50

 

Program link

Please register (using the button at the top of the page) to receive the program link, which will be included in your registration confirmation email.


Special thanks to Ritman, whose support enables ISBA to provide members with high quality programs like this through the on-demand CLE library. Learn more about Ritman »