The Lawyer's Guide to Financial Planning
Active
Program Number
3411
Program Date
2024-03-05
CLE Credits
3
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
Available in States
- California
- Colorado
- Florida
- Georgia
- New Jersey
- New York
- Texas Self Study
Program Categories
- Banking & Finance Law
- Estate Planning
- Federal Courts
- Financial Regulatory
- Florida Eligible
- Law Practice Management
- Legal Management
PROGRAM CREDITS
- Areas of Professional Practice : 3 Credit
