Retirement Planning for Lawyers

Execute Your Transition to A Fulfilling Retirement Beyond the Law

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Venue Starting Date Duration Fees Join Now
Online - Virtual , 20210728 28 - Jul - 2021 1.75 Hrs X 5 Sessions $1,500 Register
Online - Virtual , 20210928 28 - Sep - 2021 1.75 Hrs X 5 Sessions $1,500 Register
Online - Virtual , 20211124 24 - Nov - 2021 1.75 Hrs X 5 Sessions $1,500 Register

COURSE OVERVIEW

This course is tailor-made to meet the demands of lawyers contemplating or planning to retire and thinking about their legacy. It is about helping you to proactively move to your retirement and life beyond the law.

Designed by lawyers for individual lawyers, law firms, and in-house legal departments. This is a fast-paced, interactive, online course of five 1.5-hour weekly sessions of up to 10 participants. This course is also available in-house. You will receive PowerPoint slides and a recording of each session. You also have access to a private group where you can share ideas, engage with fellow participants and the facilitators.

LEARNING OBJECTIVES

  • Building a new life – visualize options for a fulfilling future of remunerative, pro bono, and leisure activities.
  • Re-discovering yourself – separate your identity from that of your firm.
  • A case study – learn from one partner’s recent journey from the trenches to an energizing portfolio career.
  • Money matters – learn the smart way to maximize your financial security.
  • Health for life – use your new free time to stay physically and mentally healthy to enjoy your new life.

WHO SHOULD ATTEND?

This course is tailor-made to meet the demands of lawyers planning to retire with 3-5 years left before retirement. The content is designed to avoid any need to disclose confidential information.

YOUR FACILITATOR

This program is led by Niall Foster, a highly experienced professional skills trainer, well versed in the ways of on-line group work. At each session, Niall will be joined by contributors who will add their perspective and experience.

COURSE CONTENTS

Session 1: New Life Options

  • KeyTopics:

    • What does your life look like now and how do you want it to look? What do you not want?
    • Consider options by using the ‘Promise Assessment’ to self-assess and fit your values
    • What skills do you need to develop now for the future?

Session 2: Re-Discovering Yourself

  • KeyTopics:

    • Separate your identity from that of your firm.
    • How projecting the image of your firm can impact personal ambition and initiative.
    • Effectively promote your new identity.

Session 3: A Personal Case Study

  • KeyTopics:

    • Learning to let go and planning well ahead.
    • Learning new skills – honing them within the firm before leaving.
    • Practicalities – developing a personal brand, mission, vision, networking, money, health, IT, PA, legal structure.

Session 4: Money Matters & Estate Planning

  • KeyTopics:

    • What are your future financial needs (personal needs, tax, and estate planning)?
    • Securing paid work through Non-Executive Directorships or consulting.
    • The practicalities of setting up a small business (legal structure, accounts, branding, pricing, and marketing).

Session 5: Health for Life

  • KeyTopics:

    • Tips on improving your health.
    • Exercise and finding time to exercise.
    • Mental health.

Session 6: 1:1 Planning Session

  • KeyTopics:

    • 60-minute 1:1 coaching session with one-course facilitator/contributor at an additional fee of $300.

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