This event is a video replay of the seminar Your Roadmap to Successful Retirement which was recorded live on September 8, 2017.
Approved for 6.0 CLE (including 2.5 professional conduct hours)
Seminar Agenda
8:15am-9:00am
Registration & Networking
8:30-9:45am
Are You Prepared for Retirement? Practical Matters to Consider for Attorneys Winding Down
Stephan A. Fallis, Esq., Senior Lawyer Committee; Wayne Rice, Esq. Bar Counsel; William D. Dowling, Esq.
9:45am-10:30am
Emergency Planning: Deal Now with “What Ifs”
Deborah Coleman, Cleveland Bar Association’s What If Program
10:30-10:45am
BREAK
10:45am -11:45am
Succession Planning (professional conduct)
Gretchen Koehler Mote, Director of Loss Prevention Ohio Bar Liability Insurance Program
11:45am- 12:15pm
BREAK & BOX LUNCH DISTRIBUTION
12:15pm-1:15pm
What do you do with a career full of client files?? Retention-Return-Destruction (professional conduct)
Amy C. Stone, Esq. Assistant Disciplinary Counsel, The Supreme Court of Ohio’s Office of Disciplinary Counsel
1:15pm-2:15pm
Closing or Selling Your Practice
Scott Drexel, Esq. Disciplinary Counsel, The Supreme Court of Ohio’s Office of Disciplinary Counsel
2:15pm-2:30pm
BREAK
2:30pm-3:00pm
Insurance Planning: What Kind and how much do you need?
Gretchen Koehler Mote, Director of Loss Prevention Ohio Bar Liability Insurance Program
3:00pm-3:30pm
Financial Planning in Retirement
Brian Marino, Partner, Skylight Financial Group
3:30pm
Adjournment
Box lunch choices from Subway:
Turkey Breast
Turkey breast, white American cheese, lettuce, tomatoes on Italian bread w/ mayo & mustard on the side
Black Forest Ham
Black Forest ham, white American cheese, lettuce, tomatoes on Italian bread w/ mayo & mustard on the side
Tuna
Fresh made tuna salad, white American cheese, lettuce, tomatoes on Italian bread w/mayo & mustard on the side
Veggie Delight
Lettuce, Tomato, Spinach, green pepper, red onion, cucumber, banana peppers, white American cheese on Italian bread w/ mayo & mustard on the side
Box lunch order deadline:
Ordering by telephone closes on Monday, December 17, 2018 at 4pm
Ordering by website closes on Monday, December 17, 2018 at 11:59pm
Digital Materials:
Written Seminar Materials are digitally available two or three days before the seminar date. To access or download the written materials, please save your confirmation email to link back to the program details where the files will be listed.
Written Materials:
In advance of the seminar, participants may purchase a set of Written Seminar Materials, which are available for pickup at the seminar.