Planning Ahead for Closing a Practice: Considerations for retirement, disability, and death of a mental health practitioner

The Utah Psychological Association,

presents

Planning Ahead for Closing a Practice: Considerations for retirement, disability, and death of a mental health practitioner

Presented by Jamie Brass, Psy.D.

2.0 CE Credits

Click here for a brief introduction from Dr. Jamie Brass about this offering.

Passcode for introduction: &dNs*u05

Course Overview

This presentation addresses critical aspects of practice management for psychologists in solo or small group settings, focusing on ethical and legal considerations for retirement or unexpected practice closure. Participants will explore:

1. Local and national regulations governing practice closure
2. Establishing a professional will to guide representatives in unforeseen circumstances
3. Selecting and preparing a professional representative
4. Ethical considerations in client notification and transition of care
5. Records management, including retention and ensuring client access
6. Financial and administrative aspects of closing a practice

The course aims to equip psychologists with the knowledge and tools necessary to develop comprehensive plans for practice transition or closure, ensuring compliance with ethical standards and legal requirements while prioritizing client care and confidentiality.

This valuable session will benefit practitioners at all career stages, promoting proactive planning for retirement or unexpected events that may impact one's ability to maintain a practice.

Learning Objectives

Attendees will be able to:

Name three elements to consider when crafting a professional will.

• Identify at least three entities to notify in the event of a closure of practice.
• Outline a personal plan for managing records and, after the required retention period, securely disposing of them.
• Identify steps to take to notify clients in the event of an unexpected closure of the practice.

Presenter Bio:

Jamie E. Brass, PsyD

Jamie E. Brass, PsyD is a native of Utah and has worked and studied in several other states. As mid-career psychologist working for a medical group, she enjoys working in general psychology practice and draws on Acceptance and Commitment Therapy, Cognitive Behavioral Therapy, and Dialectical Behavior Therapy to help clients develop skills and strategies in order to accomplish their mental health goals. Jamie has been involved in professional service with UPA in several capacities and as a member of the former Division of Professional Licensing Psychology Board. Her interest in professional wills started as part of a learning series for early career psychologists, and she is the owner of Professional Will Management, LLC.

Registration Fees:

	UPA Members	Non-Members
Early bird registration through October 25, 2024	$50	$60
After early bird registration	$65	$75

UPA Student/Resident Members	Non-Member Students /Residents
No Charge	$5

Register online at:   www.utpsych.org  OR Call Teresa Bruce at 801-410-0337