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

From High-Functionin...

“Maybe I drink more than I should, but it isn’t affecting my life-I’m ‘High-...

MODERATED-The Ethica...

As lawyers, time is our most finite resource. We have duties to our clients to ensure that their mat...

Litigation Series: S...

This program examines the strategy and artistry of closing argument, positioning it as a lawyer&rsqu...

Litigation Series: S...

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

Litigation Series: S...

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

Litigation Series: S...

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

Litigation Series: S...

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

Accounting For Non-A...

Designed for attorneys without formal accounting training, this course provides a clear, practical f...

AI and the New Rules...

AI tops the news seemingly every day. The technology is growing in use and application as lawyers, c...