Retirement Planning for
Small Firms & Solo Practitioners
Tuesday, October 17
12-1 p.m.
Zoom Webinar
Retirement planning for law firm owners can take many shapes and involves both personal and business planning. Maybe you want to scale back and practice part time while your firm runs itself. Or maybe you want to sell your practice and pursue other endeavors. In this session, you will learn how to prepare and plan for retirement as a law firm owner. Topics covered include how to calculate how much you need to retire, how to allocate your investments as you age, and strategies for succession planning and selling your law practice.
Presenter:
Darren P. Wurz, MSFP, CFP, Author of The Lawyer Millionaire and Host of The Lawyer Millionaire Podcast.
Cost:
$25 Non-Members
$10 Detroit Bar Association Members
Contact Sheena Law-Killinger at slawkillinger@detroitlawyer.org for more information.
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Darren Wurz is a respected authority on retirement planning for law firm owners, as well as a published author and dynamic public speaker. As an experienced financial planner, Darren specializes in helping law firm owners more effectively manage their personal finances and investments, and plan for retirement and succession. He is the author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, published by the American Bar Association. He is also the host of The Lawyer Millionaire Podcast, available on Apple podcasts and Spotify. Darren has been featured on radio, television, podcasts, and as a guest speaker at bar associations, law firms, and legal organizations across the country.
After a brief career in education, Darren joined his dad and brother as a fee-only financial advisor and co-owner of Wurz Financial Services. As a small business owner himself, he understands the challenges law firm owners face. Over the past 8 years, Darren has developed an expertise in helping law firm owners master their money and achieve financial independence through his unique financial planning process for law firm owners—The Lawyer Millionaire™ Method.
Darren holds a CERTIFIED FINANCIAL PLANNER™ designation and earned his master’s degree in financial planning from Golden Gate University. Darren is a member of the American Bar Association and the Financial Planning Association. He currently works and resides in the Toledo, OH, area but works remotely with clients in all 50 states. To learn more about Darren and his work, please visit TheLawyerMillionaire.com or connect with him on LinkedIn.