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

Building a Plan for ...

As artificial intelligence becomes the engine of the global economy, the value of "AI-ready" data ha...

Litigation Series: S...

This presentation teaches attorneys how to deliver memorized text—especially openings and clos...

Staying Safe and Sou...

Recent studies have shown that there has been a dramatic increase in impairment due to alcoholism, a...

Litigation Series: W...

Part II builds on the foundation established in Part I by examining how classical rhetorical styles ...

Financial Crime Awar...

Attorneys and law firms are well known vectors for money laundering risk.  Banks regularly labe...

Litigation Series: O...

This presentation explores courtroom staging—how movement, spatial awareness, posture, and pre...

Litigation Series: M...

This Shakespeare?inspired program illustrates how Shakespearean technique can enrich courtroom advoc...

Building the Data Pr...

Effective data privacy and artificial intelligence governance programs do not happen by accident. Th...

The Loneliness Epide...

Loneliness isn’t just a personal issue; it’s a silent epidemic in the legal profession t...

Boundaries and Burno...

Boundaries and Burnout: The Hidden Crisis in Law is a 60-minute California MCLE Competence Credit pr...