Apr

    A New Look at The Lawyer's Guide to Financial Planning - GPSolo Podcasts - Brown Bag Series

    12 PM CDT

    • Free for Solo, Small Firm and General Practice Division (GPSolo) and Co-Sponsor members as a member benefit.

    • The GPSolo Podcasts - Brown Bag Series features presentations on timely legal topics and practice management advice.

    • The podcasts are recorded as live teleconference programs and posted online.

    • The ABA is not seeking CLE credit for this program.

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    Program Description:

    This program 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.  The content of the program is based upon Cynthia Sharp’s book The Lawyer’s Guide to Financial Planning published by ABA Book Publishing.

    Topics covered include:

    -- Investment Perspectives
    -- Factors to Consider When Choosing a Financial Advisor
    -- Asset Conservation Strategies
    -- Retirement Planning Vehicles
    -- The Long-Term Care Dilemma

    Moderator:

    Lynn Howell
    GPSolo Programs Board, Chair

    Presenters:

    Cynthia Sharp
    The Sharper Lawyer

    Sponsored by:

    ABA Solo, Small Firm and General Practice Division

    Presented by:

    GPSolo Programs Board
    Lynn Howell, Chair
    Charles Gallagher, Vice Chair
    Kelly Herdman, Programs Board Law Student Member

    FREE for members of:

    ABA Solo, Small Firm and General Practice Division (GPSolo)

    Save the Date:

    Next Session | Wednesday, May 9, 2017 | 12:00 PM- 1:00 PM Central

    Event Details

    Format

    Teleconference

    Date

    Apr 11, 2018

    2018-04-11T12:00:00-05:00 2018-04-11T13:00:00-05:00 A New Look at The Lawyer's Guide to Financial Planning - GPSolo Podcasts - Brown Bag Series

    • Free for Solo, Small Firm and General Practice Division (GPSolo) and Co-Sponsor members as a member benefit.

    • The GPSolo Podcasts - Brown Bag Series features presentations on timely legal topics and practice management advice.

    • The podcasts are recorded as live teleconference programs and posted online.

    • The ABA is not seeking CLE credit for this program.

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