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

Trade Secret Litigat...

This course on trade secrets litigation provides real-world best practices through all key stages of...

Ethics Under Pressur...

Lawyers regularly communicate with clients who are angry, overwhelmed, frightened, unrealistic, or d...

Using Family Law Tec...

Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...

Settled Expectation ...

This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...

Freedom of Informati...

During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...

Protecting Kids Onli...

U.S. businesses providing online services that are used by minors face a rapidly evolving patchwork ...

Digital Organization...

Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...

Objectives, Obstacle...

This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...

Freediving Through F...

Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...

Best Behavior: Effec...

This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...