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

Mastering US GAAP: A...

This advanced CLE dives into complex GAAP topics relevant to attorneys advising corporate, regulator...

1099 and W-9 Update ...

This CLE program covers the most recent changes affecting IRS information reporting, with emphasis o...

MODERATED-Legal Ethi...

Protect clients and yourself by knowing some of the more common ethical issues that can affect your ...

Litigation Series: S...

This presentation teaches attorneys how to deliver memorized text—especially openings and clos...

The Evidence is Out ...

Attorneys navigating today’s litigation landscape face growing challenges in identifying, pres...

Litigation Series: S...

This program examines the strategy and artistry of closing argument, positioning it as a lawyer&rsqu...

Litigation Series: S...

This comprehensive program synthesizes theatrical technique, psychology, communication theory, and t...

MODERATED-Master Tri...

MODERATED-Session 5 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over ...

Litigation Series: S...

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

Law in the Age of La...

Large World Models (LWMs)— the next generation of AI systems   capable of generating...