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The Ethical Exit

What happens to your clients if you can’t practice tomorrow? This 90-minute Texas LPC ethics CE with Jenai Tidwell, LPC-S, and a financial planner Andre Jones helps counselor-owners build an ethical succession plan that protects their practice’s legacy, plus their profit.

The Ethical Exit: Protecting Your Practice’s Legacy

Ethical Succession & Continuity Planning for Counseling Practice Owners - a Texas LPC Ethics CE​​

What Will You Walk Away Knowing? 

This session gives you a working framework for protecting your clients and your practice — not just a list of legal terms. By the end, you’ll be able to:

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  • Identify your ethical and regulatory obligations for protecting client welfare, records, and continuity of care if you die, become disabled, or transition your practice.

  • Describe the core components of a written professional will — including client notification, records custody, and coverage for active clients and supervisees.

  • Distinguish between the three primary succession paths (liquidate, keep, or sell) and evaluate the client-care implications of each.

  • Leave with a structured framework to start drafting or updating your own practice’s continuity plan.

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Course Expectations

What Should You Expect From This Course?

This is a live, working session — not a lecture and not a recording. Here’s exactly what it is:​

  • A live, co-facilitated 90-minute session

  • 1.5 Ethics CE hours under 22 TAC §681.140(c), with a certificate of completion provided at the close of the session.

  • Built for LPCs, LCSWs, and LMFT professionals who own or co-own a practice — solo or group.

  • General education, not individualized legal, tax, or financial advice.

Business Document Review
Date

Q4 of 2026! Stay connected to learn more soon.

Time

TBD

Location

TBD — Houston area (details emailed upon registration)

CE Hours

1.5 clock hours — Ethics

Facilitators

Jenai Tidwell, LPC-S & Financial Planner Andre Jones

What to Expect

What Happens During the Session?

  Doors open 20 minutes before start time for check-in and sign-in sheet.

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  • A co-facilitated session blending clinical/ethical content with practical business planning.

  • A short paired or small-group exercise to start mapping your own continuity plan.

  • Time for open Q&A with both facilitators.

  • Sign-in sheet, evaluation form, and CE certificate of completion (1.5 hrs, Ethics) provided before you leave.

What to Bring

What Should You Bring?

  • A notebook or device for notes — you’ll start drafting your own continuity checklist during the session.

  • Your clinical license number (for the sign-in sheet and certificate).

  • Any questions specific to your own practice structure (solo, group, PLLC, partnership).

  • An open mind about a topic most of us would rather not think about — that’s exactly why it matters.

Frequently Asked Questions

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  • CEU Registration Page: “The Ethical Exit”
    CEU Registration Page: “The Ethical Exit”
    CEU Registration Page: “The Ethical Exit”
    Date and time is TBD
    Location is TBD
    What happens to your clients if you can’t practice tomorrow? This 90-minute Texas LPC ethics CE with Jenai Tidwell, LPC-S, and a financial planner Andre Jones helps counselor-owners build an ethical succession plan that protects their practice’s legacy, plus their profit.
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