In a 2011 poll, 47.3 percent of law firm leaders cite their respective law firms’ preparedness to deal with retirement/succession of Baby Boomers as an area of most concern. Lawyers generally excel at issue analysis and discussion, but law firms are seldom structured for the fast implementation of new ideas. Despite the generally high recognition of the need for succession planning, many law firms have been reluctant, or lax, in developing adequate succession plans. This program will provide you with strategies to build your succession plan, successfully transition clients, and keep your standard of living throughout retirement. Also covered will be retirement plan options for solos and small firms.

Speaker: Jeb Jarrell, Ameriprise Financial

Solo & Small Practice



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