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

Arbitration or Trial...

This program examines the scope, jurisdiction, and exceptions to the Federal Arbitration Act (FAA), ...

There’s a Reporter...

You’ve arranged to speak with a reporter. Do you know how to deliver insights that are memorab...

How to Buy a Law Fir...

The legal industry is in the middle of the largest generational transfer of law firm ownership in it...

How to Fix the U.S. ...

The United States Constitution is one of the most influential legal documents in history, establishi...

Year in Review – K...

2026 was a very important year when it comes to federal procurement developments, Artificial Intelli...

NDAs: Beware the Rou...

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

Preventing Death by ...

Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...

Billing Brilliance: ...

Unrecorded time, vague entries, and end-of-month write-offs cost firms significant revenue. This pra...

Conducting an Intern...

Conducting an internal investigation that is incisive, effective and legally compliant is tough enou...

Litigating at U.S. C...

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