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

NDAs: Beware the Rou...

Confidentiality Agreements (also called NDAs) are too often treated as routine.  So routine, th...

Year in Review – K...

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

How to Respond to Sh...

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

How to Implement Leg...

This program will discuss how to design and implement legally sound diversity, equity, and inclusion...

Discovery: Practical...

This program provides a practical roadmap to mastering every stage of the discovery process in civil...

Artificial Intellige...

"Artificial Intelligence and the Practice of Law" (updated through 2026), is a 50-slide primer desig...

Key Trends In Privac...

Data privacy remains one of the most rapid areas of growth in the class action space. Plaintiffs con...

Defense Strategies f...

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

Exit on Your Terms: ...

Turn decades of client relationships into lasting equity. This practical CLE shows attorneys how to ...

The Human Bottleneck...

AI tools are advancing faster than legal organizations can absorb them. This program examines why th...