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

How to Respond to Sh...

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

Digital Organization...

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

Using Family Law Tec...

Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...

Settled Expectation ...

This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...

Whistleblowing, Tax ...

Whistleblowing, Tax Fraud, and Government Gatekeeping is a one-hour continuing legal education cours...

Artificial Intellige...

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

Best Behavior: Effec...

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

Trade Secret Litigat...

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

Introduction to Deri...

This program provides attorneys with a foundational understanding of derivatives and their role in m...

Borderline Personali...

This program provides a comprehensive framework for integrating Borderline Personality Disorder (BPD...