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June 28, 2019

Fail to Plan - Plan to Fail

Retirement seminar for attorneys

Supreme Court of Ohio

Thinking of retiring?  Thinking of THINKING about retiring, but not sure where to start?  Our Senior Committee is finalizing the agenda

Online registration now open.  Click here: Register Now

Friday, June 28 at the Ohio Supreme Court, Room 101
Bring you ID and allow time to go through security

9:30 – 10:00 a.m.

Registration and Welcome
Shawn Dominy, OACDL President-elect

10:00 – 11:00 a.m.
Retirement Planning for Lawyers….how to plan, when to plan, what to expect
Medicare, Social Security, and 401 K’s
Travis Upton, The Joseph Group

11:00 – 12:00 noon
The Ethics of Age – how to know when an attorney is no longer what the clients have a right to expect
Charles Kettlewell, Attorney

12:00 – 1:00 p.m. lunch

1:00 – 2:00 p.m.
Ohio Supreme Court Post Practice Requirements…registration, continuing legal education, IOLTA/IOTA accounts, how to close down a practice (legally)
Minerva Elizaga, Ohio Supreme Court, Assistant Director, Office of Attorney Services
Karen McCall, Ohio Legal Assistance Foundation
Susan Choe, Ohio Legal Assistance Foundation
Tammy Ringhiser, Ohio Legal Assistance Foundation

2:00 – 3:00 p.m.
Post Practice Insurance -
Gretchen Koehler Mote, Director of Loss Prevention, Ohio Bar Liability Insurance Company

3:00 – 3:30 p.m.
Life After the Law, Round 2: What to do when you hang up your gloves
speaker TBA

3:30 adjourn

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2019-06-28 2019-06-28 America/Detroit Fail to Plan - Plan to Fail Thinking of retiring?  Thinking of THINKING about retiring, but not sure where to start?  Our Senior Committee is finalizing the agenda Online registration now open.  Click here: Register Now Friday, June 28 at the Ohio Supreme Court, Room 101Bring you ID and allow time to go through security 9:30 – 10:00 a.m. Registration and WelcomeShawn Dominy, OACDL President-elect 10:00 – 11:00 a.m.Retirement Planning for Lawyers….how to plan, when to plan, what to expectMedicare, Social Security, and 401 K’sTravis Upton, The Joseph Group 11:00 – 12:00 noonThe Ethics of Age – how to know when an attorney is no longer what the clients have a right to expectCharles Kettlewell, Attorney 12:00 – 1:00 p.m. lunch 1:00 – 2:00 p.m.Ohio Supreme Court Post Practice Requirements…registration, continuing legal education, IOLTA/IOTA accounts, how to close down a practice (legally)Minerva Elizaga, Ohio Supreme Court, Assistant Director, Office of Attorney ServicesKaren McCall, Ohio Legal Assistance FoundationSusan Choe, Ohio Legal Assistance FoundationTammy Ringhiser, Ohio Legal Assistance Foundation 2:00 – 3:00 p.m.Post Practice Insurance - Gretchen Koehler Mote, Director of Loss Prevention, Ohio Bar Liability Insurance Company 3:00 – 3:30 p.m.Life After the Law, Round 2: What to do when you hang up your glovesspeaker TBA 3:30 adjourn Supreme Court of Ohio