Potentia’s retirement and succession planning services include:
- Helping law firms, law departments and individual lawyers/firm plan for retirement through presentations, workshops and one on one coaching;
- Working with lawyers one on one to develop a personalized retirement plan;
- Financial planning advice. A key part to successful retirement is financial planning. Potentia can provide financial planning presentations as well as referrals to individual financial planners.
- Referrals to other professionals (eg. relationship counsellors) if their services might help prepare a lawyer for retirement.