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

Generative AI for Li...

Explore the transformative potential of generative AI in modern litigation. “Generative AI for...

Budgeting & Forecast...

This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...

Listening Is the Law...

This program explores listening as a foundational yet under-taught lawyering skill that directly imp...

Accounting Principle...

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

One Misstep Away: Et...

This ethics program examines common, but often avoidable, professional responsibility mistakes that ...

Litigation Series: S...

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

Litigation Series: S...

This companion program to Part 1 goes deeper into the rhetorical power of Shakespeare, emphasizing h...

Litigation Series: S...

Part I introduces the foundational principles of cross?examination, explaining how lawyers must meth...

1099 and W-9 Update ...

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

Cash Flow 101: From ...

This course clarifies the distinction between profit and cash flow from a legal perspective. Attorne...