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

Litigation Series: F...

This program provides a detailed examination of the Black Market Peso Exchange (BMPE), one of the mo...

The Inner Critic and...

In high-stakes, high-pressure environments like the legal field, even the most accomplished professi...

Litigation Series: S...

The direct examination presentation outlines how attorneys can elicit truthful, credible testimony w...

Building the Data Pr...

Effective data privacy and artificial intelligence governance programs do not happen by accident. Th...

Resilience in the Wo...

Resilience in the Workplace, delves into the critical importance of resilience in navigating the cha...

Litigation Series: E...

Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...

Litigation Series: C...

This program provides a comprehensive analysis of the Sixth Amendment Confrontation Clause as reshap...

Litigation Series: E...

Evidence Demystified Part 2 covers key concepts in the law of evidence, focusing on witnesses, credi...

Top Ten Tips for Dra...

In the rapidly evolving landscape of employment law, arbitration agreements have become a cornerston...

Key 2025 Development...

United States patent law and the United States Patent and Trademark Office’s patent-related gu...