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

AI Governance Basics...

This presentation provides a basic overview of AI governance in the United States for in-house attor...

Trade Secret Litigat...

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

Currency Reporting i...

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

The Burned Out Lawye...

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

Corporate Counsel’...

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

New York City’s Pi...

New York City’s new Non-Primary Residence Property Surcharge—commonly known as the pied-...

Artificial Intellige...

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

The Perfectionism Pa...

Perfectionism is often rewarded in the legal profession. It drives attention to detail, thorough pre...

Key Trends In Privac...

Data privacy remains one of the most rapid areas of growth in the class action space. Plaintiffs con...

AI Agents Unleashed:...

AI agents — autonomous systems capable of planning, deciding, and acting independently across ...