Professional accountants in public practice are often so concerned about their clients that they don’t take the time to plan for their own future.  This seminar provides a unique opportunity for practitioners to take stock, to consider alternatives and to be exposed to contemporary strategies regarding retirement and career alternatives: what that means and how to make it happen in the context of a public accounting practice.

Have you evaluated your firm’s ability to survive your retirement or withdrawal:  financially and emotionally?  Have you evaluated your own ability to survive your retirement or withdrawal?  Are you clear about what “retirement” means to you?  Are you satisfied that your partnership arrangement is sufficiently clear regarding your alternatives?  Have you identified a sufficiently broad range of future possibilities for yourself?  If your answer is “No” to any of these questions, then you should attend this seminar.

When to retire

Is ‘taking it easier’ the same as retirement?

How to avoid being a retirement victim and make your retirement a planning triumph

When ‘pre-retirement’ begins

How to provide for retirement risks

Developments that are likely to occur in the profession that will affect your retirement strategies

Possible strategies to divest yourself of your practice, your partnership interest and your clients

How your partnership agreement affects your retirement

How to establish your ‘non-negotiables’

If you are contemplating retirement or a second career, then this seminar will provide you with a structured process for exploring your alternatives and the impact of various strategies. 

“Focused on me as an individual and how I could meet my needs  not just client focus.” 

“Great! Seminar was very helpful in crystallizing ideas for retirement.”

Special note:
This material can be delivered as a one-on-one coaching assignment.