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Letting Go With Grace - Leaving the Legacy You Intended

  • 06/13/2023
  • 10:00 AM - 12:00 PM
  • Webinar - 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 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!

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives:

After attending this presentation, you will be able to:

  • Identify your up-and-comers and the skills, experience, and behaviors expected
  • List the psychological barriers involved in retirement and how to overcome them
  • Recognize new roles to develop that leverage retiree's wisdom and abilities
                      Program Content:

                                    The major topics covered in this course include:

                                    • Exploring the mindset of retirees as they approach their retirement date
                                    • Creating and managing an operational transition plan

                                                                              Designed for: Leaders and influences across all practice areas of the firm, including operational leaders.

                                                                              Level: Basic

                                                                              InstructorRenee Moelders/Samantha Mansfield

                                                                              Developer: ConvergenceCoaching, LLC

                                                                              CPE Credits:  2

                                                                              Area of Study: Business Management & Organization

                                                                              Prerequisite: None

                                                                              Visit Us:

                                                                              3100 South Columbia Road
                                                                              Suite 500
                                                                              Grand Forks, ND 58201

                                                                              Contact Us: 

                                                                               (701) 775-7111
                                                                              or (877) 637-2727

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