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Financial Planning for Lawyers

SKU: BUS9600
Total Credits
1 - 1.5
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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

Lecturer Bios

Samantha Kathleen Massenzio, Esq.

Samantha K. Massenzio (formerly Samantha K. Boos). is an attorney at Weinberger Divorce & Family Law Group. Ms. Massenzio exclusively concentrates her practice on matrimonial and family law matters, including divorce, separation, child custody, child support, alimony, division of assets, prenuptial agreements, and guardianship of incapacitated adults. She is deeply committed to providing her clients with compassionate, knowledgeable guidance through what she knows can be an extremely difficult time in their lives.

Whether Ms. Massenzio is litigating a complex family law dispute or negotiating a settlement agreement, protecting her clients’ best interests is her top priority. She is a highly skilled advocate and creative problem solver. Her attention to detail and strategic planning gives her clients needed clarity and peace of mind from start to finish in their matter. Ms. Massenzio is also trained in the alternative dispute resolution method of collaborative divorce, which enables her to help clients avoid litigation through this non-adversarial settlement process.

Ms. Massenzio has extensive experience with real estate transactions, which is helpful in guiding her clients through any distribution of assets in a divorce or separation that may involve residential or commercial real estate. Her knowledge of Elder Law, including Wills, Trusts (including Special Needs Trusts), Estates Planning/Administration, and Medicaid Planning, are also beneficial to family law clients dealing with issues relating to those matters.

Ms. Massenzio received her Juris Doctorate from New England Law, Boston, where she participated in the Family Law Clinic as an SJC 3:03 Certified Student Attorney. She also served as Judicial Intern to the Honorable Joseph A. Dickson, United States Magistrate Judge for the District of New Jersey. She is admitted to the New Jersey State Bar, the New Jersey District Court Bar, and the New York State Bar. She is presently a member of the New Jersey State Bar Association, the New York State Bar Association, and the American Bar Association. She has been appointed to the NJSBA Family Law Executive Committee, Young Lawyer’s Sub Committee. She is also a member of the Passaic County Bar Association, and served as the Young Lawyer Trustee. Ms. Massenzio is also a member of the Barry I. Croland Inn of Court.

Samantha Massenzio resides in North Jersey and is a member of Montville Township Kiwanis Club, serving as Club Secretary and a leader in the Club’s annual delivery of Thanksgiving baskets to families in need in the Montville area. She is a longtime volunteer with DAWNcil, an independent living center that provides support to persons with disabilities. Ms. Massenzio has also volunteered with Morris County Housing Partnership, where she led seminars for first-time home buyers on what to expect from a real estate closing. She was recognized by the Housing Partnership as Volunteer of the Year in 2018.

Niraj Chhabra, CFP®, MBA, CRPC®, CLTC

Niraj Chhabra, Financial Advisor

Business Experience 2006 to present

  • Financial Advisor, Ameriprise Financial Services, Inc., Cedar Knolls, NJ
  • Education MBA , 2015 , Finance Rutgers University, Newark, NJ Business Administration , 2005 , Management & Marketing Montclair State University, Montclair, NJ

Designations CFP ®, MBA, CRPC ®, CLTC

Professional associations Commerce & Industry Association of New Jersey, Ambassador, Generation Now Committee, Paramus, NJ Parsippany Area Chamber of Commerce, Member, Parsippany, NJ South Asian Bar Association of New York, Member, New York, NY Asian American Bar Association, Member,

My approach

A unique and disciplined approach What makes my practice unique is my focus on clients in the legal profession. I strive to help attorneys at all stages of their careers to grow ?nancially as they grow within their profession. I do this by providing holistic ?nancial planning and complimentary educational workshops. My goal is to help attorneys navigate through their unique tax challenges and modify their ?nancial plan as their careers evolve.

Areas of focus

  • Family finances
  • Tax planning strategies
  • Estate planning strategies
  • Retirement planning
  • Financial planning for small business

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