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

Real Lessons for Law...

In Part 2, Mr. Kornblum will again use segments from the movies to teach pre-trial and trial tactics...

Open Source AI: The ...

Open-source AI models have gone from niche developer tools to enterprise essentials almost overnight...

Pre-Trial Discovery ...

For at least the last half-century, the success or failure of most litigations is determined by how ...

Federal Contractor B...

As the largest purchaser of goods and services in the world, the United States Government requires f...

Discovery: Practical...

This program provides a practical roadmap to mastering every stage of the discovery process in civil...

Trade Secret Litigat...

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

Beyond the Bargainin...

Modern mediation increasingly brings together parties, counsel, and neutrals across a broad range of...

Religion and Reasona...

Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...

Estate Planning Mode...

Estate planning for LGBTQ+ clients and families formed through assisted reproductive technology requ...

Advanced Negotiation...

Advanced Negotiation Strategies for Lawyers explores the psychology and strategy behind successful l...