How can Potentia help with retirement and succession planning?

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.