Skip navigation

Protocol and retirement agreement

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Dec 16, 2008 4:12 am

Considering a move from a major wirehouse to another major wirehouse…but I retired two years ago and signed a retirement agreement. The partner I left my assets to would move with me. Is there a good way to do this around the agreement? Would it be better for him to move and just pay me? I’m getting different responses from different firms…

Jan 9, 2009 10:34 pm

Time to lawyer up in my opinion. Know of a similar situation that was settled with some legal wrangling. I’ve some good attorney contacts in CA and AZ, but I’m sure someone in your neck of the woods is well versed and can help you.