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Self-Paced Online

Financial Planning for Lawyers

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Date Published

April 20, 2021

Publisher

Bucks County Bar Association

Subjects

General

Questions

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Summary

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. This seminar covers retirement planning, family planning, tax reduction strategies, student loan repayment strategies, estate planning, planning for aging parents & budgeting.

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Presenters

Niraj Chhabra, CFP®, MBA, CRPC®, CLTC
Financial Advisor at Ameriprise Financial Services, Inc.


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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
Slide deck copy
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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