These webinars are designed to provide practical guidance to facilitate a smooth transition when closing a practice.

Learning Objectives:

At the conclusion of the webinars, participants will be able to:

  • Assess readiness for retirement
  • Understand professional and practice obligations to close a practice
  • Understand legal requirements to close a practice
  • Identify resources to help close a practice
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Module 1 Closing a Practice  
Unit 1 Closing an office-based practice: A step-by-step guide and Succession Planning
Unit 2 Legal Considerations when closing a practice
Unit 3 Demystifying retirement: Retirement costs and financial planning strategies and Retiring with OMAI
Unit 4 Protirement: Moving from Retirement to Protirement