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June 2022

Practice Succession and Retirement Planning – Annual Retreat

June 10 @ 8:30 am - June 12 @ 4:00 pm
Mount Lofty House, 1 Mawson Drive
Crafters, South Australia Australia
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A successful retirement requires informed and considered decision making as early as possible. Many factors, both business and financial, need to be addressed and strategies developed to achieve a successful transition from practice to personal life. Delegates will be introduced to the four key principles of the practice valuation formula – they will also be guided, through both group and individual sessions, in the process of developing a succession plan tailored for their business and lifestyle needs. Whilst the education agenda is focussed on learning, guidance and action-planning, we will also take advantage of the lifestyle offerings of our venue and surroundings through sumptuous meals, excursions and social gatherings lubricated by the finest wines of the region."

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