9:00 – 9:15 a.m.
Introduction
Attorneys often review a client’s portfolio in the context of representation  – particularly corporate, estate planning and elder law lawyers as well as matrimonial and real estate practitioners. Sounder advice can be rendered by lawyers who understand the basics outlined in this session. 

Investment Perspectives

• Six Step Approach to Financial Security 
• Risk Assessment
• Risk Minimization Techniques 

9:15 – 9:45 a.m.
Factors to Consider when Choosing a Financial Advisor 

• Pros and Cons of Managing Own Portfolio
• Role of a Financial Advisor
• What the Credentials Really Mean 
• Compensation Structures Demystified 

9:45 – 10:30 a.m.
Asset Conservation Strategies 

• Minimizing Investment Mistakes
• How Debt Eats Away at Your Future – Credit Report/Credit Score
• Bankruptcy and Lawyers 
• Preserve Wealth by Reducing Income Tax Liability

10:30 – 10:45 a.m.
BREAK

10:45 – 11:00 a.m.
Tips for Building and Ethically Selling a Niche Law Practice 
Compliance with Rule 1.17 in the Context of: 

• Building a Practice to Sell
• Valuation of Practice 
• Negotiating Points to Consider
• Pitfalls to Avoid 

11:00 – 11:30 a.m.
Retirement and Retirement Planning

• Practice Considerations
• Whether the attorney would need to maintain malpractice insurance for the chosen retirement (especially if serving as “of counsel,” advisor to a board or not for profit, doing pro bono work, etc. 
• Where to Live (Focus on tax, economic and legal impact) 
• Establishing Residency – Two Home Families 
• How Much to Save
• How Much to Withdraw After Retirement 
• Social Security Benefits (Old Age and Survivors) 
• Tax Qualified Plans 

11:30 a.m. – 12:00 p.m.
The Long-Term Care Dilemma 

• Medicare: What You Need to Know 
• Medigap Policies
• Medicaid
• Veterans Benefits 
• Long-Term Care Insurance  – An Exploration
• Reverse Mortgages  – Analysis of Contracts 

12:00 – 12:15 p.m.
Review of Concepts

– Cynthia Sharp, Esq.; The Sharper Lawyer

$195

Other discounts that may apply:

• Season Pass Discount
• New Lawyer Discount

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE has applied to the Minnesota State Board of CLE for 3.0 standard CLE credits. The maximum number of total credits you may claim for attending this program is 3.0 credits.