Retirement- Five Essential Financial Considerations

Event Description

This CLE is presented by the new Senior Lawyers & Judges Section.

Whether you are nearing retirement or already enjoying some version of it, you have likely taken time to consider how it will change your life financially. But have you thought of everything? Join us for this presentation and learn the five essential considerations for a financially sound retirement.


Daniel P. Stolfa | Managing Director, Evercore Wealth and Trust

Tom Mahowald | Managing Director, Portfolio Manager Evercore Wealth and Trust

CLE Credits:

No CLE credit available for this program.


HCBA Member:  $0
Non-HCBA Member:  $40
Law Student/New Admittee: Free 

Deadline to register: September 13, 2021 at 12:00 pm. To Register after that time email the program manager.

Remote Participation: Remote instructions will be emailed to you the day prior to the event.

Payments: Due to the pandemic, accounting staff have limited access to the office making the processing of checks difficult. We request that you register online or over the phone by credit card whenever possible. If you need assistance, please contact the program manager.  If you must pay by check, please use this registration form.

Cancellations: Need to cancel? Please see our cancellation policy .

Accommodations: The MSBA is committed to creating an inclusive environment in which all members can participate fully. If you need reasonable accommodations to participate in this event, please notify the program manager.  Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations. Thank you.

Program Manager:
Ashley Bollig

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Pre-Registration is Closed

Tuesday, September 14, 2021

10:00 AM to 11:00 AM