The Next Chapter: Planning for Retirement

Contemplating retirement often causes attorneys stress and leads to procrastination, because many view it as the end of the road and disconnection from their identity as a lawyer. We hope to change that narrative so you will instead see it as the closing of one chapter and the beginning of another. Reframing retirement as an open doorway allows you to determine what makes sense for you and create a strategic financial and logistical roadmap. The possibilities at that point are endless.

Please join PLF Practice Management Attorney Rachel Edwards, OAAP Attorney Counselor Douglas Querin, Certified Financial Planner Kerri Patrick, and recently retired attorney Scott Jonsson for a free in-person event at the Oregon State Bar Center in Tigard with lunch afterwards, or a Zoom webinar, on Wednesday, September 21, 2022, from 9:00 a.m. to 12:15 p.m. The panelists will begin by discussing the fundamentals of financial planning, understanding your goals to effectively chart your course for the next chapter, and various financial planning tools for reaching your goals. Douglas Querin will address some of the primary non-financial issues and challenges attorneys often face as they prepare for retirement, providing insight into how to maintain control over the planning and the post-retirement continuum of options. Scott Jonsson will share some of his personal experiences and observations as he transitioned from the active practice of law. Additional topics will include best practices for possible succession planning or sale of a practice, winding down your active practice, and closed file retention and destruction.

The registration deadline is 4:30 p.m. on Monday, September 19, 2022.

Register for this event on the PLF website

Venue

OSB Center

16037 SW Upper Boones Ferry Road
Tigard, OR 97224
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Details
Date:

September 21, 2023

Time:

9:00am - 12:15pm

Website:
www.osbplf.org
The Next Chapter: Planning for Retirement