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

Conducting an Intern...

Conducting an internal investigation that is incisive, effective and legally compliant is tough enou...

When the Court Uses ...

Most lawyers are aware of the high-profile cases in which attorneys were sanctioned or otherwise dis...

Winning Military Pay...

I was wrongfully separated from the military and I will get no military pay and disability retiremen...

POLAROID at 65 - Lik...

This program examines the legal standards and factors courts throughout the United States apply when...

There’s a Reporter...

You’ve arranged to speak with a reporter. Do you know how to deliver insights that are memorab...

Restoring Second Rig...

During this course you will learn about the Federal Firearm Rights Restoration program and the Feder...

Napkin Litigation Fr...

Business disputes involving closely held companies, partnerships, shareholders, and informal busines...

Federal Titling, Ind...

This course analyzes federal titling and indexing requirements and how to expunge or amend your reco...

How to Fix the U.S. ...

The United States Constitution is one of the most influential legal documents in history, establishi...

Grand Jury Proceedin...

The bar that grand jury targets face in challenging a grand jury subpoena or seeking access to a gra...