Letting Go with Grace - Leaving the Legacy You Intended

Course Details

Date

Thursday, October 21, 2021

5:00am – 7:00am

Field of Study

Management

Course Number

CC21528

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Basic

Vendor

CPA Crossings

Prerequisites

None

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!

Highlights

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

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

Designed For

Experienced firm leaders, HR leaders, next generation leaders

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$79.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$109.00
Your Price $109.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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