LAW & ETHICS CEs
Retirement for Therapists
Presented by: Sandy Voit, LMHC
When: Thursday, April 17th, 2025 | 9:00 AM – 4:30 PM, Pacific Time
Where: Live on Zoom. You will receive your Zoom link/invitation the week of the workshop.
Continuing Education Credit Hours: CEs: 6 CEs (2 Law & Ethics CEs) | Cost: $165.00
There are many reasons to become a private practitioner, for example: autonomy and independence, choosing your clients, flexibility in parenting or care-giving, etc. We will discuss the financial and business sides of opening your own practice.
Topics will include what type of tax structure you might want to use, the various licenses and insurances you may need, and on taxes (income, state, self-employment, and unemployment), as well as how to reduce those taxes via optimizing your business deductions.
Other information and discussion topics include establishing a home office, why nepotism (hiring a spouse or children) is good, and start looking at planning for your retirement.
There are substantial handouts and resources provided, so you can focus on the discussions and not spend all of your time taking notes.
Objectives:
- Understanding therapeutic aspects of preparing for retirement.
- Preparing a Professional Will and identifying a Professional Executor.
- Understanding your obligations for notification and access to your records.
- Preparing for the Unexpected – what happens if you were to die or become incapacitated?
- Your personal finances in preparation for retirement.