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.
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