Leave your practice in the best shape possible
Retiring means more than succession planning; it’s about securing your professional legacy for years to come. Various issues can arise when transitioning out of practice. The Society provides resources to guide you through the process and help assure a seamless transition into the next stage of your life.
File Management
Resources on file retention, destruction, and closings. How to keep only what you need and are able to.
Winding Up
A collection of general resources, templates, and toolkits to help wind up your practice.
Succession Planning
Instructions for maintaining and executing a succession plan, whether retiring or still practising.