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

EBITDA vs GAAP vs IF...

Tailored for attorneys, this training demystifies EBITDA and contrasts it with GAAP- and IFRS-based ...

Striking the Right C...

This presentation provides an overview of copyright law particularly as it applies to music. The pre...

Litigation Series: S...

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

Litigation Series: S...

Evidence Demystified Part 1 introduces core evidentiary principles, including relevance, admissibili...

1099 and W-9 Update ...

This CLE program covers the most recent changes affecting IRS information reporting, with emphasis o...

Litigation Series: S...

Part 2 dives deeper into advanced cross?examination techniques, teaching attorneys how to maintain c...

Accounting Principle...

Attorneys will receive a comparative analysis of GAAP and IFRS with emphasis on cross-border legal c...

Most Litigated Terms...

Whether from poor drafting, conflicting case law, or simply the amounts in dispute, certain key cont...

Ethical Duties and E...

This CLE program examines attorneys’ ethical duties in managing electronically stored informat...

Litigation Series: S...

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