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:
DETAILED COURSE AGENDA (The Lawyer’s Guide to Financial Planning)
Introduction
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
B. Factors to Consider when Choosing a Financial Advisor
C. Asset Conservation Strategies
D. Retirement Planning Issues
E. The Long Term Care Dilemma
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Although I am a seasoned and licensed practitioner, I no longer actively engage in the practice of law and do not render legal advice to anyone. Nonetheless, I love the law and read various legal journals, blogs and books on a daily basis. I gladly share these resources with my clients, colleagues, CLE students as well as readers of my website and other social media outlets.