New Users          



Retirement of Therapists:

Ethical, Legal, Clinical and Psychological Considerations

2 CE Credit Hours - Online Course - $19.00

Developed by Garry Cooper, LCSW and Ofer Zur, Ph.D.

Course includes Retirement Checklist and Professional Will Form

Licensing Board Approvals for Psychologists, LMFTs, SWs, Counselors, & Nurses

Simply follow these steps:

1. Sign up securely online.
2. Read articles.

3. Submit evaluation & post-test.
4. Print your certificate.

To order this Course now
Order Course now, click here


RetirementRetirement does not free a therapist from several legal, ethical and psychological obligations, even if the retirement is unplanned. Several years after their retirement, for example, therapists (or their estates) can find themselves still liable for damages that may have occurred to a former client. Retiring therapists are ethically and legally obligated to have a plan in place for notifying and transitioning clients, managing clients' records, notifying colleagues and third party payers with whom they're contractually obligated, and helping clients process their feelings about losing their therapist. As if that isn't enough, therapists have their own psychological issues to manage--even if the retirement is planned and eagerly anticipated. In the event of unplanned retirement--for example, a sudden debilitating illness or death--legal and ethical standard of care requirements still call for a therapist to have been prepared for this eventuality. Thus the responsible therapist must have certain protocols and procedures firmly in place at all times.

This intermediate level course will give therapists the information they need to effectively prepare for and manage their retirement. It includes the relevant codes of ethics from professional mental health organizations, valuable information from leading psychotherapy malpractice insurers, sample forms, and first person experiences of the personal issues psychodynamic therapists tried to manage, both with clients and intra-psychically. Additional resources and references are provided for further study, but they are not part of the course.

Educational Objectives

    This course will teach the participant to
  • Summarize the ethical and legal responsibilities and tasks for planned and unplanned retirement.
  • Describe the personal issues therapists may face surrounding retirement.

Course Syllabus:

  • Professional organizations codes of ethics concerning retirement and client abandonment
  • Legal and ethical issues concerning retirement
    • transition and disposal of client records
    • obtaining informed consents from clients
    • handling NPI number
    • malpractice insurance
    • notifying and transitioning clients
    • voice mail and email
    • notifying colleagues and third party payers
    • professional will
  • Sample forms
    • Retirement checklist
    • Professional will
  • Therapists' personal issues surrounding retirement
    • identity
    • loss of meaning
    • easing the transition
  • Helping clients manage your retirement
    • when and how to inform individual clients
    • notifying former clients
    • using the therapists' own feelings psychodynamically

Author's Bio Garry Cooper, LCSW
Author's Bio Ofer Zur, Ph.D.


To order this Course now
Order Course now, click here


Accommodations for Disabilities                   Clinical Updates Email Sign Up                  Refund & Course Exchange Policies



      Twitter Facebook LinkedIn YouTube

Online CE Courses
CE Board Approvals
58 Essential Clinical Forms
HIPAA Compliance Kit
Private Practice Handbook
Private Practice Resources
Free Online Resources
Organizational Discounts
Site Map

Issues Facing Teenagers
Boundaries & Dual Relationships
About Us
Info for the General Public
ADA Policy & Grievance
Privacy, Disclaimer, Terms of Use, DMCA

© 1995 - 2018 ZUR INSTITUTE, Inc.             Ofer Zur, Ph.D., Director             Contact Zur Institute, Inc.