Beyond the Billable Hours: From Successful Practice to Secure Future – Retirement Planning for Accomplished Attorneys

You’ve built a successful legal career—and with it, meaningful wealth. But as you look ahead, the most important financial decisions still lie ahead. This webinar is designed for attorneys in their peak earning years who want to take a more strategic, investment-driven approach to retirement.

We’ll go beyond generic advice and focus on how to:

• Think more clearly about the role of investing in your retirement plan
• Evaluate tax-efficient vehicles like non-qualified deferred compensation and cash balance plans
• Understand how annuities, private investments, and portfolio structure can support long-term goals
• Avoid common mistakes that even experienced professionals make when transitioning from earning to drawing down

Whether you already have an advisor or are looking to take a more active role, this session will help you approach your financial future with clarity, intention, and control.

Thank You to our Sponsor!