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

Communication, Trust...

Effective representation depends on trust, communication, and responsiveness, yet these can break do...

Reflection on Separa...

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

Complying with the M...

This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...

Best Behavior: Effec...

This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...

Mastering Deposition...

This is a comprehensive continuing legal education program designed exclusively for personal injury ...

Tactical Trial Strat...

There are countless trial skill CLEs that will teach you the basics of trial strategies. This CLE is...

Freedom of Informati...

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

2026 Consumer Protec...

State attorneys general continue to play a central and increasingly aggressive role in consumer prot...

Export Controls Comp...

What are the left and rights limits, penalties, and best practices for export controls under Interna...

Digital Organization...

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