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Find Your Landing Zone: Planning for Life Beyond the Bar
2 CLE / 1 E - Wednesday, December 13; 9:00 A.M. - 11:00 A.M.
LIVE IN-PERSON SEMINAR – ICLEF, Indianapolis Bundled Price
LIVE WEBCAST – From your home or office Bundled Price
Taking Control of Your Finances: Defining & Pursuing the Life You Want
1 CLE (NLS) - Wednesday, December 13; 11:15 A.M. - 12:15 P.M.
LIVE IN-PERSON SEMINAR – ICLEF, Indianapolis Bundled Price
LIVE WEBCAST – From your home or office Bundled Price
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Find Your Landing Zone: Planning for Life Beyond the Bar
Find Your Landing Zone is a seminar, a workshop, and the title of Kevin McGoff’s book (A digital version is now available to all participants.) The program is designed to motivate lawyers to prepare for a fulfilling life beyond the practice of law. Rules of Professional Conduct pertinent to well-being and relevant to transitioning to retirement or another career. The program includes exercises, down-to-earth advice and inspiring accounts from others who have set and achieved goals and effected change in their lives. This exceptional combination of tools, advice and stories will provide motivation for attendees to plan their move to a different career, to modify their relationship with their law firm or employer so they can also pursue personal goals or to plan for a fulfilling retirement.
The program is for restless lawyers—generally satisfied with life and career—but concerned that they are being shaped by their surroundings.
Find Your Landing Zone will motivate lawyers to progress from thinking about what is coming to creating a personal plan to make it happen.
TOPICS: (9:00 A.M. - 11:00 A.M.)
Introduction & Goals for the Program
• Why I am doing this program
• The ethics of attorney well-being
• Why are you here?
• Workshop approach
• Start with Goals
• Where Are You Going
• Where Have You Been?
• Relationship with your Boss/Partners/Firm
• Fifteen Minutes on Finances
• Creating A Plan & Putting Your Talents to Work
Where are You Going? - See Your Future
• Identifying Goals
• Willingness to change-Personal Life
• Examining Your Professional Life
• Asking for Help
• What is Interfering with your success?
Where Have You Been?
• Professional accomplishments you’re most proud of
• Personal accomplishments that brought you satisfaction.
• Three skills you brought to the table that contributed to these professional & personal successes.
• When a setback becomes an opportunity
• Look for strengths – don’t ignore weaknesses/challenges
• Drill down on what you are really interested in
Relationship with Your Firm
• Relationship with law firm/practice/company
• Who is managing your career?
• Having confidence that your firm or workplace values your contribution
• Create a unique arrangement
• Ethical considerations of withdrawing from the law firm, closing, or selling a practice
A Few More Words about Finances
• All financial plans are not created equal
• How personal financial mismanagement can lead to professional misconduct
• Do you need to make a change?
• Planning
• Ask yourself -money questions
• How much is enough?
• Examining economic resources to allow for shifting gears, changing jobs or transitioning to another phase of life; to simply retire?
• If you are fortunate to, at some point, have sufficient resources to care for yourself and your loved one, what is the purpose of any money that exceeds what you need?
• Gather the information to answer these questions.
• Beware of thinking you need too much money
• Future Expenses
• Get Professional Advice
Create Your Action Plan
• Identify the objective
• Identify what you will need to do to get there
• Break it down into manageable pieces; create a path to regular accomplishments
• Calendar time each week to either reflect on your goal or to work on it
• Hold yourself accountable
Questions and Wrap-Up
• Never too late to begin
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FACULTY:
Kevin P. McGoff, Esq.
Writer, Speaker, formerly of Dentons Bingham Greenebaum LLP, Indianapolis
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Find Your Landing Zone: Planning for Life Beyond the Bar
2 CLE / 1 E - Wednesday, December 13; 9:00 A.M. - 11:00 A.M.
LIVE IN-PERSON SEMINAR – ICLEF, Indianapolis Bundled Price
LIVE WEBCAST – From your home or office Bundled Price
___________________________
Taking control of your Finances: Defining & Pursuing the Life You Want
The purpose of this seminar is to educate lawyers on things to consider during the retirement income planning process, including risks they may face and tips for a disciplined approach to this important financial strategy throughout the life of their practice and beyond.
Our discussion and engagement benefit attorneys whether transitioning into retirement, already in retirement, or simply concerned about running out of money late in their career and how to maintain their lifestyle.
FACULTY:
Nicole C. McGoff, CDFA
Merrill Lynch Wealth Management, Indianapolis
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Taking Control of Your Finances: Defining & Pursuing the Life You Want
1 CLE (NLS) - Wednesday, December 13; 11:15 A.M. - 12:15 P.M.
LIVE IN-PERSON SEMINAR – ICLEF, Indianapolis Bundled Price
LIVE WEBCAST – From your home or office Bundled Price
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE