Practice Succession and Retirement Planning – Annual Retreat

Mount Lofty House 1 Mawson Drive, Crafters, South Australia, Australia

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."

Pin It on Pinterest