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

Currency Reporting i...

This program provides trial attorneys with a thorough grounding in the three principal currency repo...

Artificial Intellige...

"Artificial Intelligence and the Practice of Law" (updated through 2026), is a 50-slide primer desig...

The Twelfth Juror: L...

The Twelfth Juror: Lessons on Jury Selection from a Trial Lawyer’s Novel and a Trial Consultan...

The Aftermath of Sca...

The Aftermath of Scams and Cybercrime: A Practical Guide to Response and Recovery examines the immed...

The Burned Out Lawye...

If there is one word we continue to hear more than any other term as we continue to navigate through...

Federal Contractor B...

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

Corporate Counsel’...

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

The New Rules of DEI...

This program will discuss how to design and implement legally sound diversity, equity, and inclusion...

Trade Secret Litigat...

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

The Human Bottleneck...

AI tools are advancing faster than legal organizations can absorb them. This program examines why th...