Webinar (CPA Crossings): Letting Go with Grace – Leaving the Legacy You Intended

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 those 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!

Learning Objectives

After attending this presentation you will be able to…

  • Identify the trends affecting succession and transition plans
  • Formulate the transition plan successfully
  • Prepare your successors for the transition
Major Topics

The major topics covered in this class include:

  • Overcoming the psychological barriers involved in retirement
  • Developing new roles that leverage retirees’ wisdom and abilities
  • Identifying your up-and-comers and the skills, experience, and behaviors expected
  • Creating and managing and operational transition plan
Provider
CPA Crossings, LLC
Course Level
Basic
CPE Field of Study
Business Management and Organization
2
Who Should Attend

Experienced firm leaders, HR leaders, next generation leaders

Instructor(s)
Renee Moelders Tamera Loerzel
Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Oct 21, 2021
9:00 am - 11:00 am MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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$ (% off)
$79.00

NON-MEMBER


$ (% off)
$103.00
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Webinar (CPA Crossings): Letting Go with Grace – Leaving the Legacy You Intended


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