Celesq® Programs

The Lawyer's Guide to Financial Planning

Program Number
Program Date
CLE Credits

Our seminar will explore essential financial and tax concepts that all Lawyers must know in order to properly guide clients as well as to secure their own economic futures. Seminar concepts and discussion arise from Cynthia Sharp’s book The Lawyers’ Guide to Financial Planning recently published by ABA Book Publishing. 

Topics covered include: 

  • Factors to Consider When Choosing a Financial Advisor
  • Asset Conservation Strategies
  • Tips for Building and Ethically Selling a Niche Law Practice
  • Retirement Planning Vehicles
  • The Long-Term Care Dilemma

Available in States

  • California
  • Colorado
  • Florida
  • Georgia
  • New Jersey
  • New York
  • Texas Self Study

Program Categories

  • Banking & Finance Law
  • Estate Planning
  • Federal Courts
  • Financial Regulatory
  • Florida Eligible
  • Law Practice Management
  • Legal Management


  • Areas of Professional Practice : 3 Credit