At some point in your career, whether you are a young or seasoned attorney, you may deal with transitions from law firm to law firm or perhaps to your own practice, as well as transitioning out of your practice to retirement. Although there are many things to consider as part of these transitions, one important area is saving and planning for a secure retirement. It is critical to understand your options so you can choose what best fits your needs at every stage of your career.

In this presentation, we will explore these options and the steps you can take to help you make the right decision for each transition including important “to-dos” at each stage. We will help you review your goals for retirement and your investment objectives while also minimizing taxes and penalties that can eat into your retirement savings and income. A detailed overview of the types of retirement plans available to you at all stages of your career and a “how to” on setting up these plans particularly when becoming “of counsel” will also be highlighted.