Letting Go with Grace - Leaving the Legacy You Intended Webinar

Oct 21
11:00 - 1:00 p.m.

Online

2-Other
CPE Credits

For many, it can be extraordinarily difficult to give up your life's work and transition into retirement. This session is designed to help those retiring, and those supporting retirees, in developing an all-new possibility for life after retirement. Retirement can be a fantastic new phase of life for the retiree and the firm. Join us for this session to see how!

Learning Objectives:
After attending this presentation you will be able to...

  • Identify the trends affecting succession and transition plans
  • Formulate the transition plan successfully
  • Prepare your successors for the transition


Highlights
The major topics covered in this class include:

  • Overcoming the psychological barriers involved in retirement
  • Developing new roles that leverage retirees' wisdom and abilities
  • Identifying your up-and-comers and the skills, experience, and behaviors expected
  • Creating and managing and operational transition plan

Registration

PICPA Member: $79
Nonmember: $104

More Information

Course No. CVMLLGG2 Level: Basic

Prerequisites: None

Notes
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.

Speaker(s)

Renee Moulders