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.
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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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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.
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.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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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.
Faculty
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]
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.
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.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
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Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
