ASSET MANAGEMENT & FINANCIAL PLANNING FOR LAWYERS
Become a savvy consumer of financial services and a financially street-smart trust and estate attorney. Master the fundamentals of investing; diving into stocks, bonds, mutual funds, exchange traded funds, hedge funds, private equity, commodities, and venture capital. Gain exposure to key finance, risk, and tax concepts related to investment portfolio structure. Develop a familiarity with the pros and cons of financial products and investments ranging from life insurance to annuities to real estate investment trusts. Explore the financial planning process to answer two questions: How much money do you need? When do you need it? Most importantly, hone your reasoning abilities to navigate your and your clients financially challenging life transitions.
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