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

The Twelfth Juror: W...

The Twelfth Juror: Lessons on Jury Selection from a Trial Lawyer’s Novel and a Trial Consultan...

Not for the Faint of...

Section 337 provides powerful, efficient and rapid remedies for a wide range of unfair methods of co...

Artificial Intellige...

This course examines the latest legal and compliance developments in the artificial intelligence (AI...

When the Attorney Be...

This program addresses a gap no standard ethics CLE reaches: the psychology of what happens inside t...

Beyond the Bargainin...

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

The Perfectionism Pa...

Perfectionism is often rewarded in the legal profession. It drives attention to detail, thorough pre...

Federal Contractor R...

During this course, you will learn about best practices and strategies for retaining intellectual pr...

Federal Contractor B...

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

AI Agents Unleashed:...

AI agents — autonomous systems capable of planning, deciding, and acting independently across ...

Preventing Death by ...

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