One of the biggest factors of financial success is having a basic knowledge of the different components of a financial plan, such as budgeting, investments, insurance, and taxes. You don’t need to know everything about personal finance, but you need to know enough to ask the right questions. At the end of the day, you don’t know what you don’t know. Our workshops are meant to educate attorneys on the different components of a financial plan and how these components interact with each other.
The Topics Covered Include:
- Budgeting
- Goal Planning (e.g., Buying A Home)
- Student Loans
- Savings/Investments
- College Savings
- Estate Planning
- Insurance
- Taxes
Interested in hosting a workshop at your firm? Reach out to info@sharpedgefinancial.com
We’ve proudly hosted workshops at the following law firms:
