Barry Kozak is a subject matter expert on retirement planning, elder law, end-of-life issues, and estate planning.

He gives energetic
and inspiring presentations, publishes scholarly articles, and advocates for individuals who are vulnerable.

Click (here) for more. 

There are many risks people will face in retirement,
and we help people to understand and
plan for these risks before the emergency happens.

Retirement Planning Services and Education for Business and Organizations

Studies show that employees can be stressed out:

– over finances, including their readiness for retirement;

– over whether or not they can continue working after
    they attain age 65; or

– because they are a caregiver for an aging parent.

Stressed out employees cost businesses and organizations in absenteeism and presenteeism.

We offer a variety of programs that either educate your HR department, so that they can communicate directly with the employees, or that educate and interract directly with the employees, and in appropriate circumstances, with their spouses and dependent children.

If you are interested in talking to us about how we can help you to discover your internal needs for such education, and then help you to develop a solution, then please compete the form to the right, and we will get back to you as soon as possible.

Retirement Coaching and
Non-Conflicted Advice for Individuals and Their Families

There are legal, financial, and other tools available which allow each individual to plan now (while he or she has the requisite legal mental capacity) for decisions over his or her property and over his or her health upon:

– incapacity; or

– death.

In order to properly find and implement the right tools, each individal will likely need to communicate and engage a roster of multi-disciplined professionals.

If you are interested in talking to us about how we can help you to find the right professionals, and then to coordinate all of the various pieces of advice in an un-conflicted manner (since we are not trying to sell any of those products or services), then please complete the form to the right, and we will get back to you as soon as possible.

Other Services Related to Retirement, Ageing,
End-of-Life and Estate Planning Issues
Key-Note Presentations:

We can generally speak in front of any group about retirement planning, aging, and end-of-life issues. In addition to the the legal issues, we understand the social, psychological, and health issues that generally accompany retirement, especially if retirement is sudden because of health issues or the loss of a job. Although we can produce a catalogue of developed presentations and handouts, we can tailor new presentations to the needs of any specific audience.

Research Projects:

Barry Kozak is a scholar and academic. After earning two law degrees, he earned a Masters degree and has matriculated in a PhD program. He is very well published and his scholarship has received accolades. Therefore, if you are a professional or an organization that wants an academic to partner with you for a single project, or a series of projects, then Barry and his team can provide the objective insight and sounding board you are looking for. Additionally, Barry has experience serving as a member of a Data Safety Monitoring Board for a NIH-funded research project.


Advocacy Projects:

Throughout his career, Barry has participated in numerous advocacy projects. He has experience commenting on proposed regulations and legislation as an active volunteer in various bar associations. He has participated in the drafting of several amicus briefs as a law school professor. He has participated in the drafting and introduction of a proposed convention document for the human rights of older persons in front of the United Nations Open-ended Working Group on Ageing. Also, in a recent academic article, he provided suggested updates to the Model Rules for Professional Conduct. All of this experience, in conjunction with his Masters of Public Policy from the Harris School at the University of Chicago, will allow him to assist you in any advocacy project, especially if the focus is on retirement and ageing, whether at the micro or macro levels.


Expert Witness:

Barry has several advanced degrees and several professional designations. As such, he can provide objective or persuasive expert testimony in litigation or mediation, especially if the focus is on retirement and ageing, whether at the micro or macro levels.