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Thursday, October 21st, 10:00AM CT

Tamera Loerzel and Renee Moelders will facilitate a 100-minute webinar eligible for 2 CPE on the following topic hosted by CPA Crossings:

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. We’ll explore:

  • 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 an operational transition plan

Retirement can be a fantastic new phase of life – for the retiree and the firm. Join us for this session to see how!

Click here to register

To download a copy of our Frequently Asked Questions and to learn about our new webinar partner, CPA Crossings, click here.

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Don't miss our upcoming webinar, Letting Go With Grace - Leaving the Legacy You Intended on October 21st. 

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