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OnDemand Course

Personal Financial Planning for Attorneys

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.

65 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on May 16, 2023.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

L.J. Jones

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
  • Can be contacted at [email protected]
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Add to Wishlist

More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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$699/year

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Product ID: 410421
Published 2023
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Available in Multiple Formats

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