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

Correcting Military ...

Incorrect military records prevent active duty and reserve Soldiers, Airmen, Guardians, Marines, Sai...

What Helps Until it ...

The practice of law places legal professionals under extraordinary and often chronic stress, making ...

The New Patent Wars:...

Artificial intelligence is reshaping the strategy and economics of patent litigation, from locating ...

Conducting an Intern...

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

Grand Jury Proceedin...

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

When the Court Uses ...

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

Preventing Death by ...

Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...

How To Win Bid Prote...

During this course you will take a deep dive into federal bid protest litigation at the U.S. Court o...

Billing Brilliance: ...

Unrecorded time, vague entries, and end-of-month write-offs cost firms significant revenue. This pra...

Corporate Counsel’...

Class action litigation continues to expand in both number of filings and monetary exposure, with se...