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 Agreements Act...

This course analyzes federal contractor obligations under the Trade Agreements Act. Learn how to ens...

Freediving Through F...

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

Reflection on Separa...

Separation of Powers in United States and Israel from a Perspective of the Ongoing Debates in Both C...

Recognizing and Comb...

This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...

Using Family Law Tec...

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

Federal Contractor B...

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

Cybersecurity Compli...

This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...

Objectives, Obstacle...

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

Freedom of Informati...

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

The Resilience Proto...

This 60-minute session gives you a practical operating system for the mental side of legal work: how...