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

Federal Titling, Ind...

This course analyzes federal titling and indexing requirements and how to expunge or amend your reco...

NDAs: Beware the Rou...

Confidentiality Agreements (also called NDAs) are too often treated as routine.  So routine, th...

Corporate Counsel’...

Class action litigation continues to expand in both number of filings and monetary exposure, with se...

How to Respond to Sh...

Adverse and derogatory information often has devastating effects on a contractor's ability to win co...

Exit on Your Terms: ...

Turn decades of client relationships into lasting equity. This practical CLE shows attorneys how to ...

Litigating at U.S. C...

Join us for this presentation to learn about the U.S. Court of Appeals for the Federal Circuit litig...

What Helps Until it ...

The practice of law places legal professionals under extraordinary and often chronic stress, making ...

Defense Strategies f...

Class action waivers in arbitration agreements remain enforceable, but a decade of U.S. Supreme Cour...

New York City’s Pi...

New York City’s new Non-Primary Residence Property Surcharge—commonly known as the pied-...

POLAROID at 65 - Lik...

This program examines the legal standards and factors courts throughout the United States apply when...