The Lawyer's Guide to Financial Planning

05 Mar , 2024

To register for the upcoming live webinar, please Click Here

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

THREE HOURS

Opening Remarks – 15 minutes

Topic 1 – 30 minutes

Topic 2 – 45 minutes

Break – 15 minutes

Topic 3 – 15 minutes

Topic 4 – 30 minutes

Topic 5 – 30 minutes

Conclusion – 15 minutes

To register for the upcoming live webinar, please Click Here

More Webcasts

Litigation Series: E...

Part 1 - This program focuses specifically on cross?examining expert witnesses, whose credentials an...

AI Agents in Your Fi...

AI agents and generative AI tools are rapidly entering law firm workflows, including legal research,...

Crimmigration Defens...

This program addresses the critical intersection of criminal and immigration law, focusing on how mi...

Claims and Requests ...

During this presentation, you will learn about the regulations and caselaw controlling claims and re...

Practitioners Take N...

The Federal Tort Claims Act is the way that the federal government is sued for negligence. There are...

Electronic Informati...

Electronic information is a common feature of criminal investigations and prosecutions, both federal...

Complying with the M...

This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...

Vibecoding for Lawye...

This program provides attorneys with a practical and ethical framework for understanding and respons...

Borderline Personali...

This program provides a comprehensive framework for integrating Borderline Personality Disorder (BPD...

Ethics, Confidential...

Artificial intelligence is already reshaping legal practice, from research and drafting to litigatio...