Financial Planning for Lawyers and Their Clients


This class will be held at the NCBA Office

While everyone understands the importance of financial planning, most presentations are centered around retirement planning.  However, attorneys and their clients have other concerns such as student loans, starting a family, and minimizing their taxes as their careers advance.  This seminar will discuss:

  • Retirement Planning Strategies
  • Family Planning
  • Tax Reduction Strategies
  • Estate Planning
  • Planning for aging parents
  • Budgeting


SKU: N/A Category:

Speaker: Niraj Chhabra, MBA, CFP, CLTC

Location:  NCBA Office

1-Hour Substantive Credit