Letting Go With Grace - Leaving the Legacy You Intended

Hosted by CPA Crossings

Tuesday, June 13, 2023 and Thursday, August 10, 2023 from 10:00am - 11:40am CT

Join Renee Moelders and Samantha Mansfield for a 100-minute webinar designed to help those retiring and those supporting retirees, as well!

The cost is $89 per participant. Click Here to Register

Session Description:

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 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!

To download a copy of our Frequently Asked Questions and to learn more about our new webinar partner, CPA Crossings, click here.

    Learning Objectives:

    After attending this presentation you will be able to...

    • Identify your up-and-comers and the skills, experience, and behaviors expected
    • List the psychological barriers involved in retirement and how to overcome them
    • Recognize new roles to develop that leverage retiree's wisdom and abilities

    Program Content:

    The major topics covered in this class include:

    • Exploring the mindset of retirees as they approach their retirement date
    • Creating and managing an operational transition plan

    Who Should Participate:     Leaders and influencers across all practice areas of the firm, including operational leaders.  
    Instructional Delivery Method:     Group internet based  
    CPE Credits:     2  
    NASBA Fields of Study:     Business Management & Organization  
    Prerequisites:     None  
    Advanced Preparation:     None  


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