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

Federal Titling, Ind...

This course analyzes federal titling and indexing requirements and how to expunge or amend your reco...

Correcting Military ...

Incorrect military records prevent active duty and reserve Soldiers, Airmen, Guardians, Marines, Sai...

Is Your Voice Biomet...

“Is Your Voice Biometric Data? BIPA, AI and the New Era of Voiceprint Litigation” looks ...

Defense Strategies f...

Class action waivers in arbitration agreements remain enforceable, but a decade of U.S. Supreme Cour...

Exit on Your Terms: ...

Turn decades of client relationships into lasting equity. This practical CLE shows attorneys how to ...

How to Fix the U.S. ...

The United States Constitution is one of the most influential legal documents in history, establishi...

NDAs: Beware the Rou...

Confidentiality Agreements (also called NDAs) are too often treated as routine.  So routine, th...

Grand Jury Proceedin...

The bar that grand jury targets face in challenging a grand jury subpoena or seeking access to a gra...

The New Patent Wars:...

Artificial intelligence is reshaping the strategy and economics of patent litigation, from locating ...

Restoring Second Rig...

During this course you will learn about the Federal Firearm Rights Restoration program and the Feder...