Share this page

Retirement Planning: Preparing Your Clients (and Yourself!)

Retirement Planning: Preparing Your Clients (and Yourself!)
Tuesday, October 16, 2018 | 6:00 p.m. - 9:00 p.m.
Prefer to view the live webcast? Please CLICK HERE.

Program Fee:

Live Program: $99 for Members | $199 for Nonmembers
Government/Nonprofit/Academic: Free for Members | $99 for Nonmembers
Members who are Recent Law Graduates, Newly Admitted Lawyers (earliest admission 2016-2018 in any state or country), In-House/Corporate Counsel, or Judges (and their staff) attend this program for free.

CLE Credit:
NY: 3.0 Professional Practice
NJ: 3.3 General
CA: 3.0 General
PA: 2.5 General

(This program provides transitional/non-transitional credit to all attorneys)

Description:
This program will offer attorneys a comprehensive overview of the legal, financial and practical considerations of retirement planning. The three-hour program will include presentations in three primary areas of concern to most retirees, i.e. healthcare costs, income and retirement benefits. The program will also help attorneys identify potential issues for New York or dual-state residents, and will include a presentation on the practical and ethical considerations of closing a law practice that will be applicable to many solo and small firm attorneys who may attend the program. The goal of the program is to educate the attendees about the various government and private benefits available to retirees and seniors, to be incorporated into any conversation about planning for retirement.

Click Here to View Program Agenda & Faculty

Program Co-Chairs:
Naomi Levin, Grimaldi & Yeung LLP
Katya Sverdlov, CFA, Law Offices of Katya Sverdlov

Sponsoring Association Committees:
Legal Problems of the Aging Committee, Britt Burner, Chair
Senior Lawyers Committee, Barry M. Bloom, Chair

Where
New York City Bar 42 West 44th St New York, NY 10036

Please Sign In to Register

Program


Tuesday, 16 October 2018