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

How to Buy a Law Fir...

The legal industry is in the middle of the largest generational transfer of law firm ownership in it...

How to Fix the U.S. ...

The United States Constitution is one of the most influential legal documents in history, establishi...

Exit on Your Terms: ...

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

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...

The New Patent Wars:...

Artificial intelligence is reshaping the strategy and economics of patent litigation, from locating ...

Modern Cross-Examina...

Attendees will learn how to effectively cross-examine witnesses at trial.  The conventional wis...

Currency Reporting i...

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

Federal Contractor B...

As the largest purchaser of goods and services in the world, the United States Government requires f...

Federal Titling, Ind...

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