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

AI Governance Basics...

This presentation provides a basic overview of AI governance in the United States for in-house attor...

AI Agents Unleashed:...

AI agents — autonomous systems capable of planning, deciding, and acting independently across ...

Preventing Death by ...

Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...

How to Respond to Sh...

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

Discovery: Practical...

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

Corporate Counsel’...

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

Key Trends In Privac...

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

Artificial Intellige...

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

The Aftermath of Sca...

The Aftermath of Scams and Cybercrime: A Practical Guide to Response and Recovery examines the immed...

The Human Bottleneck...

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