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

Ethical Duties and E...

This CLE program examines attorneys’ ethical duties in managing electronically stored informat...

Litigation Series: S...

This presentation teaches attorneys how to deliver memorized text—especially openings and clos...

Listening Is the Law...

This program explores listening as a foundational yet under-taught lawyering skill that directly imp...

Litigation Series: S...

The direct examination presentation outlines how attorneys can elicit truthful, credible testimony w...

Litigation Series: S...

This presentation explores courtroom staging—how movement, spatial awareness, posture, and pre...

MODERATED-Common Eth...

Many lawyers may not fully understand the Bar rules and ethical considerations regarding client repr...

Litigation Series: M...

This companion program to Part 1 goes deeper into the rhetorical power of Shakespeare, emphasizing h...

Choosing the Right B...

In “Choosing the Right Business Entity,” I will walk through the issues that matter most...

Litigation Series: S...

Part I introduces the foundational principles of cross?examination, explaining how lawyers must meth...

1099 and W-9 Update ...

This CLE program covers the most recent changes affecting IRS information reporting, with emphasis o...