Financial Planning for Lawyers

CLE Courses Available Online and with iOS/Android App!

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About This Course

While everyone understands the importance of financial planning, most presentations are centered around retirement planning. However, attorneys have other concerns. Right out the gate they are burdened with significant student loan debt. They start to make good money, but are paying more in taxes. As a result, their children are less likely to qualify for financial aid so they have to weigh their own retirement against their kids’ education. Depending on their comp structure, salary may be dispersed at the end of the year making budgeting difficult to plan for.

The seminar will cover the following topics:

  • Retirement Planning
  • Family Planning
  • Tax Reduction Strategies
  • Student loan repayment strategies
  • Estate Planning
  • Planning for aging parents
  • Budgeting

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