Tuesday, May 21, 2013

I WILL Retire Someday - Preparing Yourself & Your Organization

Through May, Charitable Advisors has already supported five board search committees this year in seeking new Executive Directors or CEOs. Leadership transition is a critical time for any nonprofit organization, but especially for founders and long-term leaders. Whether you are 10 months or 10 years from retirement, you are probably thinking about the next phase of your life. Most nonprofit executives have worked many years for modest pay and even those who have made a good living wonder how their combination of savings, social security, and pension/retirement income will translate to life after full-time paid work.

In this free two-hour workshop, we will use an informal case study format to create interaction among leaders in their 50s, 60s, and 70s who are thinking about the next steps in three important areas:

- Ideas for the next phase of work/life – what has research shown that nonprofit leaders are doing after they “retire”.
- Preparing yourself financially – how do you determine where you are now and what it will take to reach your income and lifestyle goals?
- Preparing your organization – few nonprofits groom internal successors but you can increase the likelihood that your organization’s impact will continue in the future.

WHEN? – Thursday, June 6, 2013 from 8:30am-10:30am

WHO? - In order to create the most productive dynamics for group discussion, attendance is limited to the first 15 current Executive Directors and CEOs of central Indiana nonprofits to register. There is no charge. Coffee and light refreshments will be served.

WHERE? - Fishers Office Suites, 11650 N Lantern Road, Fishers 46038. That is one block west of the McDonald's/Target at Exit 205 at I-69 and 116th Street


John Wheeler, MBA,CPA,CFP/FPS with Castle Wealth Advisors. John’s father retired in 2011 after a 16 year career as the Executive Director/CEO of Abilities First, a mid-sized nonprofit in southwest Ohio. John has worked with executives of large organizations, owners of businesses, and executives of non-profit organizations. John grew up with a foot in the nonprofit sector and has experience with the challenges that executives of nonprofit organizations face both personally and professionally.

Bryan Orander is President of Charitable Advisors and Publisher of the Not-for-Profit News. Charitable Advisors supports successful Leadership Transitions through a variety of services including: organizational assessment and preparation, search committee startup, and search support. www.CharitableAdvisors.com.

FMI or to register go here http://iwillretiresomeday.eventbrite.com

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