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

Best Behavior: Effec...

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

VAWA Petitions: Psyc...

This program examines the role of psychosocial evaluations in spousal abuse-based immigration petiti...

Expert Testimony in ...

This program examines the strategic use of expert testimony in immigration court proceedings. Partic...

Ethics, Confidential...

Artificial intelligence is already reshaping legal practice, from research and drafting to litigatio...

Ethical Obligations ...

Disasters, whether natural or manmade, happen. Disasters can impact the practice of law and, among o...

Complying with the M...

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

Introduction to Gove...

Contracting with the Federal Government is not like a business deal between two companies or a contr...

Borderline Personali...

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

Practitioners Take N...

The Federal Tort Claims Act is the way that the federal government is sued for negligence. There are...

Top Ten Tips for Dra...

In the rapidly evolving landscape of employment law, arbitration agreements have become a cornerston...