Succession Planning & Retirement Workshops
Ensure a smooth transition for your senior partners, leadership, clients and your business.
Take the first step in the succession planning process, together.
Redefining retirement from “an ending” to an “energizing beginning” is critical to your firm's succession planning strategy. That's why it's important to start having conversations with your team well before retirement age so everyone is ready for — and looking forward to — the next chapter.
Succession Planning, Retirement and Beyond is a three-hour, onsite workshop that's designed for partners, executives and leadership within five years of retirement. Our founders, Elizabeth and David, provide valuable insights about the challenges and opportunities of retiring from demanding careers, help prepare them for the next chapter and offer one-on-one consultations. Your team will leave more confident about their futures, opening the door to more proactive succession planning for your business.
What our clients are saying
I was hoping to demystify the transition process, and maybe get some help thinking about next steps, but I wound up with so much more: two intense, revealing, even joyful days of self-discovery. I wish I had done the course years ago. I cannot recommend it highly enough.
— Sarah M., Partner, AmLaw 10 Firm
This program helped me workout a game plan based on my personal interests and needs. I have executed on the game plan we devised together and am thoroughly enjoying retirement. I have so many friends who jumped off this cliff without any preparation and many of them are really struggling. I attribute success largely to the thoughtful advance planning coming out of my sessions.
— Michael C., Partner, AmLaw 10 Firm
What's in it for your business
Normalize retirement
Retirement is a normal and natural part of every career cycle. But many avoid discussing or preparing for retirement, complicating prospects for younger colleagues and effective succession planning. This workshop helps partners embrace and harness the opportunities presented by retirement, eventually leading to a cultural shift in behavior and mindsets.
Secure client transitions
Once partners settle on a retirement date, they want to ensure their clients will continue to be looked after. A well-planned strategy for a structured client transition, enabled by an open discussion of retirement, brings comfort to everyone involved.
Activate succession planning
As professionals consider their retirement date, they can proactively develop and promote talent while simultaneously planning for a smooth transition of responsibilities. This enables a seamless changeover for clients and your firm.
What participants can expect from our retirement workshop
It's time to reframe retirement as an opportunity. Our clients have gone on to launch VC funds, start nonprofits, host their own podcasts and even get their commercial pilot license. When asked what they do, they've discovered how to replace what they do professionally with something new and energizing.
Module #1
Retirement as a concept
It's about so much more than the money. We'll talk through challenges with the traditional retirement concept (why it's flawed!) and introduce a better planning model — one that gives your team the opportunity to retire on their terms and get excited for what's to come.
Module #2
Four aspects of comprehensive planning
When you've spent your days reacting to your clients' needs, it can be difficult to step into creator mode. That's why we developed a holistic approach to retirement planning — one that incorporates key life areas, a multi-year countdown, everything you need to create a blueprint for the future and much more.
Why Partner With Zelinka Parsons
A History of 100%
Client Satisfaction
Serving
AMLaw 50 Firms
