Financial Fluency for Family Lawyers: Retirement Projections, Tax Planning and More (Click here for details)
October 3 @ 11:30 am - 1:00 pm
Topic Title: Financial Fluency for Family Lawyers: Retirement Projections, Tax Planning and More
Date: Thursday, October 3, 2024
Time:
11:30 AM Attendees login
11:40 AM Welcome and introductions
11:45 AM Presentation begins
1:00 PM Presentation end
Location: Zoom.
Link will be provided in the confirmation email once you are registered.
Description: By popular demand, this is a repeat of the presentation first offered on June 6.
This fast-moving session will help you gain insights into the current market landscape, including election year influences, and provide strategies for handling market volatility. We’ll explore behavioral finance and its impact on decision-making during divorce. Elevate your comprehension of long-term retirement projections, including social security and considerations for longevity. And we’ll cover top hits on maximizing assets through effective tax planning.
Speakers:
Amy J. Wolff, CFP®, CDFA®
Chad Olson, CFP®, CDFA®
AJW Financial | www.ajwfinancial.com
CE Credits: 1.25 CLE credits PENDING
Cost:
CLI Members: $25.00
Non CLI Members: $45.00
CLI Student & Emeritus members, and CLI Sponsors No charge
Who Should Attend: CLI Members, Family Law Professionals
Educational Level: Overview
Training Committee Chairs:
Louise Livesay-Al | louise@livesaylawoffice.com
Rebecca Randen | rebecca@randenlaw.com
For questions on registration contact: Sandy Beeson: cli@collaborativlaw.org
