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Retirement for Therapists

Purchase $100

2 Law and Ethics CEs

We are blessed being a profession that doesn’t enforce mandatory retirement upon us when we reach a certain age. (The majority of people who are no longer working didn’t stop voluntarily…) Clients see our aging and grey hair as wisdom. We can work as much, or as little, as we choose. There will come a time when you are ready to stop working – and retirement has a number of issues you must address before you can retire…

And there might come a time when circumstances beyond your control – death, disability, illness, incapacity and/or care giving – will prohibit you from continuing. You will do yourself, and your family well by planning for this in advance.

We will discuss therapeutic issues, notification, records, liability, creating a professional will, and identifying a professional executor. We also will discuss whether or not you are financially prepared for retirement.

There are substantial handouts and resources provided, so you can focus on the discussions and not spend all of your time taking notes…

Learning Objectives
  • Understanding therapeutic aspects of preparing for retirement.
  • Preparing a Professional Will and identifying a Professional Executor
  • Understanding your obligations for notification and access to your records.
  • Preparing for the Unexpected – what happens if you were to die or become incapacitated.
  • Your personal finances in preparation for retirement.
EPDC CE Hours: 6
Presenter: Sandy Voit

Sandy Voit, a Certified Divorce Financial Analyst, and Licensed Mental Health Counselor, specializes in personal finances counseling, helping professionals in starting, and retiring, from private practices, retirement planning, and helping divorcing couples negotiate financial settlements. Sandy earned an MS in Counseling and Personnel Services from the University at Albany. After a career in higher education administration for 27 years, at five universities (including positions as Director of Financial Aid, and Dean of Students at Bastyr University), he served as executive director at a large synagogue in Seattle, before establishing a financial counseling private practice in 2006. He has served on many boards, including the Association of Divorce Financial Professionals, King County Collaborative Law, National Association of Temple Administrators, and is currently on the board of Puget Consumer’s Co-op (PCC) board (for 20 years, but not consecutively), including several terms as chair.