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: S...

This comprehensive program synthesizes theatrical technique, psychology, communication theory, and t...

Does It Take Two to ...

For decades, the Rule of Two in government contracting required federal agencies to set aside contra...

Law in the Age of La...

Large World Models (LWMs)— the next generation of AI systems   capable of generating...

MODERATED-Master Tri...

MODERATED-Session 4 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over ...

Internet and Sports ...

The statistics are compelling and clearly indicate that 1 out of 3 attorneys will likely have a need...

MODERATED-Master Tri...

MODERATED-Session 7 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over ...

Litigation Series: S...

This presentation examines how “sense memory,” a core acting technique, can help lawyers...

Form 1120S - Prepara...

This course provides attorneys with a detailed examination of Form 1120S, including legal considerat...

Litigation Series: S...

This program explains the architecture of storytelling in the courtroom, using narrative arc, rhythm...

Litigation Series: S...

The direct examination presentation outlines how attorneys can elicit truthful, credible testimony w...