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

First Amendment/Expr...

The Protections and Limits of the First Amendment when it comes to Expressive Conduct. This PowerPoi...

Federal Employment L...

This course will provide an update for practitioners on U.S. federal employment law, exploring the T...

Adam Walsh Act Immig...

This program examines the complex intersection of criminal convictions and immigration law under the...

Class Actions...

Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...

Practitioners Take N...

The Federal Tort Claims Act is the way that the federal government is sued for negligence. There are...

White Collar Sentenc...

This program examines mitigation strategies for white-collar defendants in the post-Booker sentencin...

Complex Trauma in Cr...

This program explores the impact of complex trauma on criminal defendants through a developmental an...

Litigating at Civili...

My contract was terminated and the contracting officer did not pay my invoices – what can I do...

Real Lessons for Law...

This program, conducted by a seasoned litigation and trial lawyer, will emphasize what litigators ca...

Generative AI for Li...

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