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

Evolving Ethically: ...

This course provides a roadmap for ethical AI integration in high-volume practices through real-worl...

Litigation Series: M...

This Shakespeare?inspired program illustrates how Shakespearean technique can enrich courtroom advoc...

Building Inclusive L...

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

Legal and Tax Consid...

In “Choosing the Right Business Entity,” I will walk through the issues that matter most...

Best Behavior: Effec...

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

Litigation Series: E...

Evidence Demystified Part 1 introduces core evidentiary principles, including relevance, admissibili...

What Is GAAP? (Defin...

This course breaks down GAAP’s ten foundational principles and explores their compliance impli...

Resilience in the Wo...

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

Vibecoding for Lawye...

This program provides attorneys with a practical and ethical framework for understanding and respons...

Key 2025 Development...

United States patent law and the United States Patent and Trademark Office’s patent-related gu...