Learn strategies to help you understand and improve your financial situation.
Lawyers work in one of the most financially rewarding careers, but most lawyers have never received any education and training on managing their finances. Without a foundational understanding of their finances, lawyers can have significant holes in their financial plan. These gaps in their financial plan can contribute to lawyers failing to meet their financial goals, undue financial stress in their families, and missed financial opportunities.
This presentation will help you understand all of the aspects of your financial life. It will describe what decisions you will face regarding each of these aspects, as well as some strategies to consider when making your decisions. You will leave the conversation with a better understanding of your financial life and actionable strategies you can implement in your personal finances to improve your current financial situation.
Agenda
Protecting Your Wealth
- Health, Auto, Homeowners Insurance
- Life Insurance
- Disability Insurance
Enjoying Today
- Creating a Spending Plan
- Distinguishing Between Needs and Wants
- How Much to Save and Where to Save It
Growing Your Money for Tomorrow
- The Role of Investing in Building Wealth
- The Basics of Compounding Growth
- The Importance of Diversification and Fees
Managing Your Debt
- Student Loan Repayment Strategies
- When to Make Extra Payments on Debt
- Credit Card Dos and Don’ts
Additional Planning Topics
- Estate Planning
- Goal Planning
- Tax Planning
Speakers
L.J. Jones
Developing Financial LLC
- Founder and financial planner of Developing Financial
- CPA, CFP Candidate, and Certified Student Loan Professional
- Has spoken on multiple lawyer-related podcasts and presented to the Women’s Bar Association of the District of Columbia
- Quoted in over 20 legal and financial publications, including the American Bar Association and BigLaw Investor
- Author of the ebook The Financial Guide for Young Lawyers
- Master’s degree in professional accounting, The University of Texas at Austin; bachelor’s degree in business administration, The University of Texas at Austin
Who Should Attend
This live webinar is designed for attorneys. Other legal professionals may also benefit from attending.
