The Lawyer’s Guide to Financial Planning can be offered as a breakout session with substantive CLE credits. The length of the presentation depends upon your needs. Last line on page, change as follows: Author customizes course agenda in collaboration with the Program Planner or Committee.
This program explores 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. The content of the program is based upon my book The Lawyers’ Guide to Financial Planning published by ABA Book Publishing in June of 2014.
Topics covered include:
Factors to Consider When Choosing a Financial Advisor
Asset Conservation Strategies
Retirement Planning Vehicles
The Long Term Care Dilemma
DETAILED COURSE AGENDA(The Lawyer’s Guide to Financial Planning)
Attorneys often review a client’s portfolio in the context of representation - particularly corporate, estate planning and elder law lawyers as well as matrimonial and real estate practitioners. Sounder advice can be rendered by lawyers who understand the basics outlined in this session.
A. Investment Perspectives
Six Step Approach to Financial Security
Risk Minimization Techniques
B. Factors to Consider when Choosing a Financial Advisor
Pros and Cons of Managing Own Portfolio - Role of a Financial Advisor
What the Credentials Really Mean
Compensation Structures Demystified
C. Asset Conservation Strategies
Minimizing Investment Mistakes
How Debt Eats Away at Your Future
Credit Report/Credit Score
Bankruptcy and Lawyers
D. Retirement Planning Issues
How Much to Save
Qualified vs. Non-Qualified Plans How Much to Withdraw After Retirement
Social Security Benefits (Old Age and Survivors)
Tax Qualified Plans
E. The Long Term Care Dilemma
Medicare: What You Need to Know
Long Term Care Insurance - Contractual Terms Explored
If I asked you to list your 5 major competitors, you could probably give me names in less than a minute. However, you might have more difficulty if I asked you to list your competitor’s connections or the organizations to which they belong.
Cynthia Sharp is an excellent facilitator and an excellent communicator. Cynthia brings energy and enthusiasm to her speaking programs and she has a way of making things clear as well as encouraging each participant by highlights their individual s…