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

Litigating at Civili...

My contract was terminated and the contracting officer did not pay my invoices – what can I do...

Export Controls Comp...

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

The AI Trap: How Leg...

Many law firms now rely on AI?driven research, drafting, and workflow tools without fully understand...

How to Comply with t...

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

Cybersecurity Compli...

This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...

Legal Challenges in ...

Use of artificial intelligence and other automated tools for performance and predictive analytics in...

Navigating the Curre...

The course will explore new guidance concerning FCPA enforcement issued by the Trump Administration ...

Identifying and Miti...

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

Trade Agreements Act...

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

Class Actions...

Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...