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

Digital Organization...

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

Estate Planning Mode...

Estate planning for LGBTQ+ clients and families formed through assisted reproductive technology requ...

Freedom of Informati...

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

Federal Contractor B...

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

Trade Secret Litigat...

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

Scam I Am: Understan...

Cybercriminals increasingly target law firms, attorneys, legal staff, and their clients through soph...

Introduction to Deri...

This program provides attorneys with a foundational understanding of derivatives and their role in m...

Winning Bad Faith Cl...

This CLE course will provide critical insight to counsel for insurers facing bad faith claims on how...

The Resilience Proto...

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

Federal Contractor R...

During this course, you will learn about best practices and strategies for retaining intellectual pr...