Financial Planning for Solo and Small-Firm Lawyers (6/27/23)

Join Robby Lewis and Mike Baker from Gerber Kawasaki Wealth and Investment Management for this informative seminar on financial planning for solo and small-firm lawyers.  The speakers will address the financial planning needs of lawyers with solo practices and small-medium sized firms, homing in on the following topics:
• Proper Investment Strategy Based on Your Age/Risk Tolerance
• SEP IRA, Solo 401k, and 401k
• Roth vs Pre-Tax
• Social Security
• Required Minimum Distribution (RMDs)
• How Long Will Your Retirement Last?
• Weathering the Times 

Learn how all these elements work together to build a solid foundation in your financial plan. Attendees will have the opportunity to ask questions in an open environment and gain a better understanding of their financial futures.

Speakers: Mike Baker, CFP®,  and Robby Lewis are Investment Advisor Representatives from Gerber Kawasaki Wealth and Investment Management. They provide comprehensive financial planning and wealth management to individuals, families, and business owners. Mike received his degrees in business and finance from San Diego State University. Robby received his degrees in economics and finance from University of California, Davis.   

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Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live. 

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Financial Planning for Solo and Small-Firm Lawyers Recorded (6/27/23)
Open to view video.
Open to view video. To receive MCLE Credit for this program, you must: 1. Close the video window after you have completed the program, 2. Click on "Claim MCLE Credit," and 3. Click on the yellow "View/Claim Credit" box. You will need to provide your ARDC number to view/download/print your MCLE certificate. We would also appreciate your completing a program evaluation in the “Evaluation” section.
You must register to access.
Financial Planning for Solo and Small-Firm Lawyers (6/27/2023)
06-27-2023 at 10:30 AM (CDT)  |  60 minutes
06-27-2023 at 10:30 AM (CDT)  |  60 minutes To receive MCLE Credit for this program, you must: 1. Close the video window after you have completed the program, 2. Click on "Claim MCLE Credit," and 3. Click on the yellow "View/Claim Credit" box. You will need to provide your ARDC number to view/download/print your MCLE certificate. We would also appreciate your completing a program evaluation in the “Evaluation” section.
You must register to access.
Evaluation (2 speaker)
8 Questions
8 Questions
You must register to access.
Financial Planning for Solo and Small-Firm Lawyers (live webcast, 0.75 IL MCLE Credit)
Up to 0.75 CLE credits available  |  Certificate available
Up to 0.75 CLE credits available  |  Certificate available
You must register to access.
Financial Planning for Solo and Small-Firm Lawyers (on demand webcast, 0.75 IL MCLE Credit)
Up to 0.75 CLE credits available  |  Certificate available
Up to 0.75 CLE credits available  |  Certificate available
You must register to access.