Retirement Planning for Law Firm Owners (EDU230927)

Wednesday, September 27, 2023

12:00 PM to 1:00 PM (Eastern Daylight Time)

Webinar - CLE Pass Eligible

Presented by the CT Bar Institute

About the Program

What does retirement mean for law firm owners? Maybe you want to scale back and practice part time while your firm runs itself. Or maybe you want to sell your practice and pursue other endeavors. In addition to personal planning, retirement planning for law firm owners involves strategic business planning. In this session, you will learn how to prepare and plan for retirement as a law firm owner, including how to calculate how much you need to retire, how to allocate your investments as you age, and strategies for succession planning and selling your law practice.

You Will Learn

• How to calculate how much money you need to retire 
• How to evaluate the progress of your retirement savings
• How to change your investment allocation and strategy as you age
• How to approximate the value of your law firm 
• How to identify strategies for succession planning and selling your practice

Who Should Attend

Solo and small firm attorneys, law firm owners, and senior attorneys at large law firms.


(Includes electronic materials)
Member $35
CLE Pass Holder $0 (you must have purchased the CLE Pass to register as a CLE Pass holder)
Student Member $15
Non-Member $70


Darren Wurz1 Darren P. Wurz
Author of The Lawyer Millionaire, Wurz Financial Services, Covington, KY

CLE Credit

CT: 1.0 CLE Credit (General)

If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program. Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.

Closed captioning will be available during the seminar presentation for virtual attendees. 


Member Service Center
Phone: (844)469-2221