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

“It’s the Time o...

In 1968, English rock band The Zombies released their psychedelic counterculture anthem, “Time...

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...

Culture Repair™: W...

When the investigation concludes, the discipline is issued, and the file is closed, most organizatio...

Federal Contractor B...

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

Digital Organization...

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

Open Source AI: The ...

Open-source AI models have gone from niche developer tools to enterprise essentials almost overnight...

Trade Agreements Act...

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

Discovery: Practical...

This program provides a practical roadmap to mastering every stage of the discovery process in civil...

Artificial Intellige...

This course examines the latest legal and compliance developments in the artificial intelligence (AI...