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The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients)
In this program, attendees will understand the conflicts of interest embedded in financial services. Specifically, how these conflicts affect your clients. Attendees will learn how to properly do due diligence before referring a client to a financial services provider.
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1.00 total credit hours including
General
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1.00 credit hours
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11/15/2025
1.00 total credit hours including
General
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1.00 credit hours
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11/15/2024
1.00 total credit hours including
General
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1.00 credit hours
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11/15/2025
1.00 total credit hours including
Substantive Law
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11/15/2025
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1.00 credit hours
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12/31/2024
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General
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1.00 credit hours
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11/15/2025
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11/15/2024
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General
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1.00 credit hours
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05/31/2024
1.00 total credit hours including
General
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Applied for
1.00 credit hours
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12/31/2023
1.00 total credit hours including
General
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1.00 credit hours
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11/15/2025
1.00 total credit hours including
General
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1.00 credit hours
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11/15/2024
1.00 total credit hours including
General
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Self apply
1.00 credit hours
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11/15/2027
1.00 total credit hours including
General
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1.00 credit hours
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11/15/2024
1.00 total credit hours including
General
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1.00 credit hours
Available until:
12/31/2023
1.00 total credit hours including
General
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1.00 credit hours
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11/15/2023
1.00 total credit hours including
General
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Approved
1.00 credit hours
Available until:
11/15/2024
1.00 total credit hours including
General
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Self apply
1.00 credit hours
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11/15/2025
1.00 total credit hours including
General
Status:
Approved
1.00 credit hours
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11/15/2024
1.00 total credit hours including
General
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Approved
1.00 credit hours
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11/15/2024
1.00 total credit hours including
General
Status:
Approved
1.00 credit hours
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11/15/2025
1.20 total credit hours including
General
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Available for credit
1.20 credit hours
Available until:
11/15/2025
1.00 total credit hours including
General
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Self apply
1.00 credit hours
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11/15/2025
1.00 total credit hours including
General
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Self apply
1.00 credit hours
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11/15/2024
1.00 total credit hours including
General
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Approved
1.00 credit hours
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12/31/2025
1.00 total credit hours including
General
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Available for credit
1.00 credit hours
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11/15/2025
1.20 total credit hours including
General
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Reciprocity
1.20 credit hours
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11/15/2025
1.00 total credit hours including
General
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1.00 credit hours
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11/15/2027
1.00 total credit hours including
Areas of Professional Practice
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1.00 credit hours
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11/15/2025
1.00 total credit hours including
General
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Applied for
1.00 credit hours
Available until:
12/31/2023
1.00 total credit hours including
General
Status:
Approved
1.00 credit hours
Available until:
11/15/2025
1.00 total credit hours including
General
Status:
Approved
1.00 credit hours
Available until:
11/15/2025
1.00 total credit hours including
General
Status:
Approved
1.00 credit hours
Available until:
12/31/2023
1.00 total credit hours including
General
Status:
Applied for
1.00 credit hours
Available until:
11/15/2025
1.00 total credit hours including
Substantive
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1.00 credit hours
Available until:
11/15/2025
1.00 total credit hours including
General
Status:
Approved
1.00 credit hours
Available until:
11/15/2025
1.00 total credit hours including
General
Status:
Approved
1.00 credit hours
Available until:
11/15/2024
1.00 total credit hours including
General
Status:
Approved
1.00 credit hours
Available until:
11/15/2024
1.00 total credit hours including
General
Status:
Available for credit
1.00 credit hours
Available until:
11/15/2025
1.00 total credit hours including
General
Status:
Self apply
1.00 credit hours
Available until:
11/15/2025
1.00 total credit hours including
General
Status:
Approved
1.00 credit hours
Available until:
11/15/2024
1.00 total credit hours including
General
Status:
Approved
1.00 credit hours
Available until:
10/31/2024
1.00 total credit hours including
General
Status:
Applied for
1.00 credit hours
Available until:
11/15/2025
1.00 total credit hours including
General
Status:
Approved
1.00 credit hours
Available until:
11/15/2025
1.20 total credit hours including
General
Status:
Approved
1.20 credit hours
Available until:
11/15/2025
1.00 total credit hours including
General
Status:
Applied for
1.00 credit hours
Available until:
10/31/2024
1.00 total credit hours including
Law & Legal Procedure
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Approved
1.00 credit hours
Available until:
11/15/2027
1.20 total credit hours including
General
Status:
Applied for
1.20 credit hours
Available until:
11/15/2025
1.00 total credit hours including
General
Status:
Approved
1.00 credit hours
Available until:
11/15/2023
1.00 total credit hours including
General
Status:
Self apply
1.00 credit hours
Available until:
11/15/2025
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This program will help attendees understand the conflicts of interest embedded in financial services, as well as why that's important in preparing for one's own retirement. Attendees will be provided the resources to be able to properly do due diligence before referring a client to a financial services provide. Specifically, attendees will:
SL2211DISOLC
60
11/16/2022 12:00:00 AM
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The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients)
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