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May 14, 2021
9:00AM-4:30PM

Wise Transitioning - Respecting Your Past and Celebrating Your Assets

Online Registration Coming Soon!

Wise Transitioning:  Respecting the Past and Celebrating Your Assets (approved for 1 hour of Professional conduct and 5 general hours)

8:50 – 9:00         
Welcome
Meredith O’Brien, President, OACDL

9:00 – 10:00       
Growing and Maintaining Your Assets – setting up retirement accounts; having a financial plan; investing for the future; PERS and SS
Craig Constantinovich, John E. Sestina and Company                        

10:00 – 10:15     break

10:15 – 11:15    
Protecting Your Health and Your Assets – liability Insurance; health insurance options
Douglas Johnson

11:15 – 12:30    
Estate Planning for Lawyers  -  wills, trusts, POA with special features, living will
Ted Gudorf, Carol Holm

12:30 – 1:30       lunch

1:30 - 2:30       
Health and Mental Health as One Adds Decades
Ann Anzalone, M.S.

2:30 - 3:30         
The Professional Pitfalls of Mental Health Issues for Lawyers – mental and cognitive issues for lawyers; what to expect of your mental and cognitive health as you age and practice in the later years of your life and what to do when you are having problems and need assistance
Scott Mote, Ohio Lawyers Assistance Program

3:30 - 4:15         
Closing a Practice in an Emergency Situation – a checklist for everyone
James Tesno

4:15 - 4:30          break

4:30 - 5:00         
How to retire in style and go out with class
Carol Holm, Chuck Strain, Joseph Humpolick

 

 

 

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2021-05-14 09:00:00 2021-05-14 16:30:00 America/Detroit Wise Transitioning - Respecting Your Past and Celebrating Your Assets Online Registration Coming Soon! Wise Transitioning:  Respecting the Past and Celebrating Your Assets (approved for 1 hour of Professional conduct and 5 general hours) 8:50 – 9:00          WelcomeMeredith O’Brien, President, OACDL 9:00 – 10:00        Growing and Maintaining Your Assets – setting up retirement accounts; having a financial plan; investing for the future; PERS and SSCraig Constantinovich, John E. Sestina and Company                         10:00 – 10:15     break 10:15 – 11:15     Protecting Your Health and Your Assets – liability Insurance; health insurance optionsDouglas Johnson 11:15 – 12:30     Estate Planning for Lawyers  -  wills, trusts, POA with special features, living willTed Gudorf, Carol Holm 12:30 – 1:30       lunch 1:30 - 2:30        Health and Mental Health as One Adds DecadesAnn Anzalone, M.S. 2:30 - 3:30          The Professional Pitfalls of Mental Health Issues for Lawyers – mental and cognitive issues for lawyers; what to expect of your mental and cognitive health as you age and practice in the later years of your life and what to do when you are having problems and need assistanceScott Mote, Ohio Lawyers Assistance Program 3:30 - 4:15          Closing a Practice in an Emergency Situation – a checklist for everyoneJames Tesno 4:15 - 4:30          break 4:30 - 5:00          How to retire in style and go out with classCarol Holm, Chuck Strain, Joseph Humpolick       ----