Financial Fluency for Family Lawyers

Date and time:

October 3, 2024 - 11:30am to 1:00pm

Event type:

Educational Opportunity

Topic Title: Financial Fluency for Family Lawyers: Retirement Projections, Tax Planning and More
Date: Thursday, October 3, 2024
Schedule:

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 by CLI – MN 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
CLI Members: $25.00
Non CLI Members: $45.00
CLI Student & Emeritus members, and CLI Sponsors No charge

Training Committee Chairs:
Louise Livesay-Al |louise@livesaylawoffice.com
Rebecca Randen | rebecca@randenlaw.com
For questions on registration contact: Sandy Beeson: cli@collaborativlaw.org

Location:

Zoom. (The login link will be provided in the confirmation email once you are registered.)

Event URL:

https://collaborativelaw.org/events/list/

Trainers:

Amy J. Wolff, CFP®, CDFA®
Chad Olson, CFP®, CDFA®

Contact email:

cli@collaborativelaw.org

Price info:

CLI Members: $25.00
Non CLI Members: $45.00
CLI Student & Emeritus members, and CLI Sponsors No charge