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...

Demand to Deal: Stra...

Successful personal injury defense practice requires far more than strong legal arguments—it d...

A Lawyer’s Guide T...

‘A Lawyer’s Guide To Mental Fitness’ is a seminar designed to equip professionals ...

Litigation Series: F...

This program provides a detailed examination of the Black Market Peso Exchange (BMPE), one of the mo...

Resilience in the Wo...

Resilience in the Workplace, delves into the critical importance of resilience in navigating the cha...

Litigation Series: S...

The direct examination presentation outlines how attorneys can elicit truthful, credible testimony w...

Corporate Internal I...

The CLE will cover the Ins and Outs of Internal Corporate Investigations, including:  Back...

Litigation Series: W...

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

Staying Safe and Sou...

Recent studies have shown that there has been a dramatic increase in impairment due to alcoholism, a...

Generative AI for Li...

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