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Got a minute? I’d like to get your input for a new project I’m developing: a series of free, short videos about retirement that will be publicly available online. It will address questions that lawyers and other professionals have asked me over the last few years about preparing for, transitioning into, and improving retirement. It will also deal with issues that law firms have asked about how to discuss retirement, support lawyers who decide to retire, and manage partner succession and client transitions.

I would welcome your responses to brief survey that you can access here. It should take you no more than a minute. It asks you to check off topics you would like to hear about and to add any others that interest you. There are 2 sets of topics – one for people thinking about their own retirement, the other for people who lead, manage or support retiring partners. You may answer either or both sets.

If you would like to discuss any of the questions in greater depth, or if you would like me to call you to discuss my retirement book, course, or services, please contact me.

Collaboration is a hallmark of design thinking, which is at the heart of my book and e-course, Retirement by Design. Thank you for taking a moment to collaborate with me in creating my Retirement by Design video series.

Additional news: Recent Publications

Three Questions…

Notice my new look? I’ve updated my website and newsletter design to reflect that my practice now focuses primarily on retirement strategies for individuals and law firms. This work is a natural continuation of my professional development consulting, as many of my long-term and new clients are at the far end of their career and leadership development journey. Following long, successful careers, many of my individual clients see retirement on the horizon, and law firm clients want to help partners manage their retirement transitions in a smooth, mutually beneficial way.

Refreshing our look also reinforces the need to update attitudes and mindsets about what retirement means today, as people live and stay healthy and productive far longer than ever before. Retirement is no longer viewed as an ending, or a withdrawal from practice because you’re old and no longer valued. Instead, professionals in their 50s, 60s, 70s and older, are leaving full-time practice and using their freedom to pursue new adventures, work in new capacities, contribute in new ways, and learn, grow and enjoy the life they have worked so hard to build.

If you’re starting to contemplate what you might do in the future, then I suggest you start to design your retirement strategy while you’re still competitive and your practice is still thriving. You might not feel fully ready to retire, but waiting too long might put you at a disadvantage. Read below to learn five tips to…

I have some very exciting news to share with you. I am thrilled to announce that my new companion e-course for Retirement by Design is now available to help you prepare for retirement and help your firm manage partner succession and retirement more effectively. Also, the National Legal Mentoring Conference is back after a long pandemic-forced delay and registration is open. You can read more about both my course and the conference below.

I’m often asked whether retirement affects men and women differently. Based on my observations and experience, there are more similarities than differences among professionals, but when it comes to facing and adjusting to retirement, men struggle more. Scroll down to read more.

Then, scroll down farther and you’ll find links to my recent presentations, podcast interviews, and article about topics related to succession planning and retirement.

And if you’re looking for help with retirement issues, personally or for your firm, or if you need a speaker on retirement or mentoring subjects, please contact me.

Retirement by Design: Companion E-Course Benefits Individuals and Firms

The success of my book, Retirement by Design, has revealed a hunger for help in preparing for retirement. My new e-course provides this help in a visual medium that supplements the text and helps people ease into the process of planning for post-career life. In the feedback I’ve received and the…