Bloomberg Tax
Free Newsletter Sign Up
Login
BROWSE
Bloomberg Tax
Welcome
Login
Advanced Search Go
Free Newsletter Sign Up

Learn How Pros Can Prepare for Retirement at Our Lunch & Learn

Sept. 26, 2022, 8:26 PM

Whether it’s around the corner or decades away, retirement raises a whole host of questions for accountants, attorneys, and other tax and legal professionals when they’re ready to bring their careers to a close.

Among them: What do I need to know in order to sell my business? What should I consider if I want to become a part-time consultant? How could a post-retirement gig like helping people with tax returns, or doing some legal consultant work, impact my retirement?

Find the answers to these questions and more by joining Bloomberg Tax and Bloomberg Law Insights & Commentary teams on Oct. 12 from noon to 1 p.m. for “What Tax and Legal Pros Need to Know About Retirement,” part of our free monthly virtual Lunch & Learn series.

We’ve recruited a top financial adviser who can help you prepare for your post-professional life.

Matthew Grieb is a certified financial planner with Raymond James in the Washington, D.C., area. His practice focuses on sophisticated wealth management planning for business owners creating generational wealth, as well as for high-income specialty professions.

You can join us for this free virtual event, no registration required, by signing on here at noon on Oct. 12 or by calling +1 301-715-8592 and entering the meeting ID: 924 0180 6496.

To contact the reporter on this story: Rebecca Baker in Washington at rbaker@bloombergindustry.com

To contact the editors responsible for this story: Kelly Phillips Erb at kerb@bloombergindustry.com; Alison Lake at alake@bloombergindustry.com