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

Mastering US GAAP: A...

This advanced CLE dives into complex GAAP topics relevant to attorneys advising corporate, regulator...

Budgeting & Forecast...

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

Litigation Series: W...

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

Litigation Series: S...

Part 1 - This program focuses specifically on cross?examining expert witnesses, whose credentials an...

Litigation Series: S...

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

Litigation Series: W...

This program focuses on overcoming the inner critic—the perfectionist, self?doubting voice tha...

Generative AI for Li...

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

Transform Your Legal...

This course provides a strategic roadmap for attorneys to transition from administrative burnout to ...

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...