A Guide to Wealth Planning for Legal Professionals

Attorneys who are early in their careers often find themselves in a complex (and exciting!) financial situation - income is inflecting positively, student loans are getting paid off, families are getting started, and homes are being purchased. But with increasing responsibilities both at work and at home, it can be difficult to find time to manage important financial priorities.

In this webinar, Adam Souply and Jeremy Suschak share perspectives on how early career attorneys can simplify the complexities of their financial lives by approaching wealth plans holistically. Adam and Jeremy's insights during the presentation span:

1. Setting financial goals and managing cash flow effectively
2. The nuanced importance of risk management for legal professionals
3. Tax considerations for early career attorneys
4. Creating an investment strategy that works for you
5. Wealth planning for a family

We hope you enjoy.