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

How to Respond to Sh...

Adverse and derogatory information often has devastating effects on a contractor's ability to win co...

Defense Strategies f...

Class action waivers in arbitration agreements remain enforceable, but a decade of U.S. Supreme Cour...

Litigating at U.S. C...

Join us for this presentation to learn about the U.S. Court of Appeals for the Federal Circuit litig...

How to Fix the U.S. ...

The United States Constitution is one of the most influential legal documents in history, establishi...

Correcting Military ...

Incorrect military records prevent active duty and reserve Soldiers, Airmen, Guardians, Marines, Sai...

Conducting an Intern...

Conducting an internal investigation that is incisive, effective and legally compliant is tough enou...

Corporate Counsel’...

Class action litigation continues to expand in both number of filings and monetary exposure, with se...

Grand Jury Proceedin...

The bar that grand jury targets face in challenging a grand jury subpoena or seeking access to a gra...

Year in Review – K...

2026 was a very important year when it comes to federal procurement developments, Artificial Intelli...

POLAROID at 65 - Lik...

This program examines the legal standards and factors courts throughout the United States apply when...