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

Electronic Payment F...

As law firms increasingly transition from paper-based disbursements to electronic payment systems&md...

Building Inclusive L...

This interactive course is designed to equip legal professionals with the knowledge, tools, and stra...

Aligning Your Legal ...

Aligning Your Legal Career with Your Values, explores the profound impact of values alignment on ind...

Litigation Series: T...

The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...

Top Ten Tips for Dra...

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

The Practical Lawyer...

Review the basic software concepts and effective uses of generative AI, prompting strategies, and me...

Complying with the M...

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

Litigation Strategie...

This program is geared towards lawyers, experts, commercial property owners, and others in the envir...

Resilience in the Wo...

Resilience in the Workplace, delves into the critical importance of resilience in navigating the cha...

Litigation Series: E...

Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...