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

Substance Use Disord...

Mary Beth O'Connor will describe her personal history of 20 years of drug use and 30+ years of sobri...

Noteworthy False Cla...

The False Claims Act continues to be the federal Government’s number one fraud fighting tool. ...

Litigation Series: S...

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

Profit, Precision an...

Law firms across the country are rethinking traditional staffing models to stay competitive, reduce ...

Navigating Rule 8.4(...

Bias and discrimination continue to shape workplace dynamics, legal practice, and professional respo...

Litigation Series: S...

This comprehensive program synthesizes theatrical technique, psychology, communication theory, and t...

Litigation Series: S...

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

MODERATED-Master Tri...

MODERATED-Session 6 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over ...

An Introduction to G...

A practical overview designed for attorneys new to financial reporting. The session connects GAAP co...

Litigation Series: S...

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