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

AI Agents in Your Fi...

AI agents and generative AI tools are rapidly entering law firm workflows, including legal research,...

The Bulk Sensitive D...

The “Preventing Access to U.S. Sensitive Personal Data and Government-Related Data by Countrie...

2026 Consumer Protec...

State attorneys general continue to play a central and increasingly aggressive role in consumer prot...

Reflection on Separa...

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

Ethical Billing in t...

Protect your practice from the ethical vulnerabilities of AI by mastering Model Rules 1.1 and 1.5. T...

Introduction to Deri...

This program provides attorneys with a foundational understanding of derivatives and their role in m...

GDPR in Practice: Da...

The General Data Protection Regulation (GDPR) continues to impact legal firms and organizations worl...

Building Inclusive L...

This interactive course is designed to equip legal professionals with the knowledge, tools, and stra...

Complying with the M...

This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...

White Collar Sentenc...

This program examines mitigation strategies for white-collar defendants in the post-Booker sentencin...