Monday, June 27, 2022

12:00 PM-1:00 PM

Zoom
  • Government/Non-Profit Member $20.00
  • Judge Member $0.00
  • LBA Solo Section $25.00
  • LBA YLS Member $15.00
  • Member $40.00
  • Non-Member $80.00
  • Paralegal Member $15.00
  • Sustaining Member $36.00

June 26, 2022 11:00 PM

A reservation is required in advance of the program. Registrants will receive a confirmation e-mail the day before the event which will contain a link to join the meeting via Zoom and attachments of the handout material and CLE activity code and instruction on how to file with the Ky Bar Association (PDF files).

Join us to learn the 7 steps attorneys need to take in order to optimize their retirements. We’ll cover maximizing savings for both self employed and employee attorneys, minimizing taxes, and how to prepare for retirement even if your firm doesn’t offer a retirement plan. Finally, we’ll touch on unlocking the value in your practice through succession planning.

Speaker Jeb Jarrell, CFP, CAP, CRPC, APMA, MS-AFP Plentiful Wealth, LLC

Cancellation Policy: All cancellations must be received by the LBA 24 hours in advance to receive a credit or refund. Substitutes will be allowed. This is a LIVE program and only accredited for a live program. Any post-event recordings/replays will be subject to the On-Demand fee(s). User-error technology issues do not qualify for a refund.

Credit Status: Pending
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