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

Springing Into “Ma...

In 2016, the term “materiality” as it relates to the False Claims Act made a splash in t...

Litigation Series: E...

Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...

Ethical Obligations ...

Disasters, whether natural or manmade, happen. Disasters can impact the practice of law and, among o...

Criminal Mitigation ...

This program provides a comprehensive and practice-oriented framework for integrating criminal mitig...

Ethics, Confidential...

Artificial intelligence is already reshaping legal practice, from research and drafting to litigatio...

Who is Your Lawyer o...

Recent court opinions, a lawsuit against OpenAI Foundation and OpenAI Group PBC aka ChatGPT for the ...

Oral Advocacy: Winn...

For most new attorneys, learning how to frame an oral argument can be a daunting task.   L...

Litigation Series: T...

The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...

Litigation Series: E...

Evidence Demystified Part 2 covers key concepts in the law of evidence, focusing on witnesses, credi...

Leaving Government E...

The program will cover the key issues for lawyer leaving government employment including the nuances...