Presentation on Contingency and Transition Planning for Group Practices

What Happens When We Die?
How to Prepare for Group Practice Afterlife

Listen to Ken Urie, LMHC of Group Practice Success address the tricky topics of preparing your group practice to thrive without you.

 

January 21, 2022
10 AM Pacific | 11 AM Mountain | 12 PM Central | 1 PM Eastern

No CE

Let’s Face It — It’s Inevitable…

We are all going to die. It’s inevitable.

But as business owners, we all want to create our practices to thrive even after we move on.

Join expert Ken Urie LMHC as he discusses creating a durable plan that will outlive you and help set your practice up for success with, or without you, as a way to care for all who depend on you.

Who is this event for?

This course is designed for group practice leaders, and group practice clinical staff members. It is also suitable for practices that consist of 100% in-person, 100% telehealth, or a mixture of in-person and telehealth treatment.

green check mark In-person Practices

green check mark Hybrid Practices

green check mark Teletherapy Only Practices

Group Practice Specific Support

Form a durable contingency plan be in place to ensure continuity of care for clients and for your business.

Honest Talk

Gain an understanding on how to create a durable plan with a power of attorney that will allow your business to thrive without you.

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Practical Support for Planning

Take practical steps to continency planning that encompasses what you need to know as a group practice leader. 

I DEEPLY appreciate all your help as I made all these fundamental decisions for my group. I know I can’t anticipate ALL the issues that will arise, but I prefer to look as far ahead as possible to avoid any unnecessary problems. I really appreciate you!

Maya Sprague, LMHC

Training is Step 2 of the PCT Way.

Learn more about the PCT Way here.

Course Details

No CE. Self Study

Title: What Happens When We Die? How to Prepare for Group Practice Afterlife

Authors/Presenters: Ken Urie, MA, LMHC

Presentation Outline

  • Let’s Face It — It’s Inevitable…
    ● Does Anyone Worry About This?
  • Who Depends on Your Business?
    ● What If You’re Suddenly Not Around?
    ● Your Business Lives On Beyond You
    ● We Need a Plan
  •  So — What’s YOUR Plan?
    ● Durable Powers of Attorney
    ● What Makes it “Durable”?
  • Not Dead Yet!
    ● Financial Durable Power of Attorney
    ● Personal & Healthcare Durable Power of Attorney
    ● A Will
    ● Probate
    ● How Much Does Probate Cost?
    ● Why Avoid Probate?
  • A Trust (or Living Trust)
    ● Will vs. Trust? Which is Better?
    ● Funding Your Trust
    ● Your Trust As a Beneficiary
    ● Fund Your Trust With…Your Business
  • So, Who Will Run My Business?
    ● Operating Agreement
    ● Write a Contingency Plan
    ● Contents of Contingency Plan
    ● Make a Contingency Chart
    ● What Happens When We Die?
  • People Will Be Sad for a While…and Our Businesses Will Continue to Run Smoothly and Successfully!

 

Register

What Happens When We Die? How to Prepare for Group Practice Afterlife

This event will be recorded and made into a self study. The self study will be gifted to those who purchase the live event tickets for the suggested price of $15 or more.

Pay What You Can

NO CE

Name Your Price

Meet Our Presenters

Presented by

Ken Urie, MA, LMHC

Rob Reinhardt, LPC-S NCC

Ken Urie MA LMHC is the founder and Executive Director of Mill Creek Family Services. Ken enjoyed many years as a successful private practitioner with a consistently full caseload. However, he wanted to find a way to serve the people calling for counseling help that he didn’t have room for in his schedule. He was inspired by an article written by Joe Bavonese in the Psychotherapy Networker about moving from a sole-provider practice to a Group Practice. With that inspiration, Ken took action. In 2010, he leased 3 adjacent offices and hired additional therapists to see clients. At the time, Ken thought that this expansion would be the one and only time he would take such a significant leap. However, within the first 2 years, the referrals for his Group Practice soared and, as a result, pushed the limits of it’s capacity.

In mid-2013, Ken stepped back from providing direct services for clients himself in order to fully focus on creating an ideal work-environment for his Group Practice providers and staff. Since then, Ken has expanded his Group Practice to 25 counseling offices in 2 locations in Mill Creek and Everett, Washington. He employs a Dream Team of over 25 Therapists, an Assistant Director, Practice Manager, and 6 Administrative Support staff, all who represent excellence in their work and dedication to the Mill Creek Family Services mission to provide Healing and Hope for their community.

Ken is passionate about optimizing the potentials available with the Group Practice model for fellow Group Practice owners. He is convinced that the “inner-game” of the entrepreneur is the primary driver of our results. For Ken, Group Practice Success is equally about WHAT we build and WHO we become along the way that makes all the difference.

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