Retirement for Therapists

Presented by: Sandy Voit, LMHC

When: Thursday, May 9th, 2024 | 9am – 4:30pm Pacific Time

Where: Presented Live via Zoom

Continuing Education Credit Hours: 6 CEs – 2 Law & Ethics CEs | Cost: $165.00

We are blessed to be in a profession that doesn’t enforce mandatory retirement upon us when we reach a certain age. (The majority of people who are no longer working didn’t stop voluntarily…) Clients see our aging and grey hair as wisdom. We can work as much, or as little, as we choose. There will come a time when you are ready to stop working – and retirement has several issues you must address before you can retire… And there might come a time when circumstances beyond your control – death, disability, illness, incapacity, and/or caregiving – will prohibit you from continuing.

You will do yourself and your family well by planning for this in advance. We will discuss therapeutic issues, notification, records, liability, creating a professional will, and identifying a professional executor. We also will discuss whether or not you are financially prepared for retirement. Substantial handouts and resources are provided so you can focus on the discussions and not spend all 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.