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

Federal Titling, Ind...

This course analyzes federal titling and indexing requirements and how to expunge or amend your reco...

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...

Currency Reporting i...

This program provides trial attorneys with a thorough grounding in the three principal currency repo...

Preventing Death by ...

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

Conducting an Intern...

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

When the Court Uses ...

Most lawyers are aware of the high-profile cases in which attorneys were sanctioned or otherwise dis...

New York City’s Pi...

New York City’s new Non-Primary Residence Property Surcharge—commonly known as the pied-...

How to Respond to Sh...

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

Napkin Litigation Fr...

Business disputes involving closely held companies, partnerships, shareholders, and informal busines...