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

Recognizing and Comb...

This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...

Identifying and Miti...

This program provides attorneys with a practical examination of how legal, regulatory, and liability...

Litigation Strategie...

This program is geared towards lawyers, experts, commercial property owners, and others in the envir...

Export Controls Comp...

What are the left and rights limits, penalties, and best practices for export controls under Interna...

Tactical Trial Strat...

There are countless trial skill CLEs that will teach you the basics of trial strategies. This CLE is...

Reflection on Separa...

Separation of Powers in United States and Israel from a Perspective of the Ongoing Debates in Both C...

Whistleblowing, Tax ...

Whistleblowing, Tax Fraud, and Government Gatekeeping is a one-hour continuing legal education cours...

Trade Agreements Act...

This course analyzes federal contractor obligations under the Trade Agreements Act. Learn how to ens...

How to Comply with t...

This follow?on CLE builds on National Security & Data Privacy: Complying with the Bulk Data...

Protecting Kids Onli...

U.S. businesses providing online services that are used by minors face a rapidly evolving patchwork ...