Speakers: Sal Curcuru, CPA, JD, MBA; Curcuru & Associates CPA PLC; Derek S. Zachariah, CRPC, MBA; Ameriprise Financial.
Course Description: Part of any lawyer's business plan should be succession and retirement planning. Sometimes the "passing of the torch" is slow and methodical and there is time to plan and invest for retirement and identify a successor. Sometimes a death or disability prevents the smooth transition. Our experts will discuss the key factors and strategies involved in successful transition plan. Topics of discussion will include:
- business valuation
- buyout and of-counsel arrangements
- proper financial planning
□ $30.00 OCBA members
□ $25.00 OCBA New Lawyers (P75866 ), Paralegals and Students
□ $40.00 non-OCBA members
At the door:
□ $40.00 OCBA members
□ $30.00 OCBA New Lawyers (P75866 ), Paralegals and Students
□ $50.00 non-OCBA members
Pre-registration ends April 24, 2018.