A female head of a high profile Nashville institution was keenly aware of the importance of timing in leadership change. It was important to her that the institution, whose profile she raised, transition smoothly.

She and her husband had been clients for several years leading up to her retirement. During the pre-retirement period, we kept track of pension income sources, monitoring key benefit formulas and vesting dates, and regularly updating models of retirement income, including social security benefits. This ongoing planning gave her the confidence and peace of mind to initiate a transition at the appropriate time. Good planning helped both her and the organization’s interests converge.

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