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American Bar Association Webinar
"Investing in Well-being: Creating and Preserving Generational Wealth"

March 10, 2021

Brian Balduzzi, Davis & Private Client Services associate, will speak during the webinar "Investing in Well-being: Creating and Preserving Generational Wealth" hosted by the American Bar Association on March 10.

Session Overview
This program looks at young lawyer wealth creation, preservation, and transfer. Appropriate for young lawyers who do or do not have children, are married or single, and have high income or modest income, this program's learning objectives include introductory understandings of the following: Cash flow, debt, savings, retirement, credit, tax issues, financial planning, insurance, philanthropy, and how all of these are interrelated. Following this webinar, young lawyers will hopefully be better able to spot issues pertaining to their own financial health, feel more empowered, and have an idea of which types of professionals they might seek to address their concerns. First generation lawyers and those who were not raised with the benefit of financial wealth might particularly benefit from this program. In this judgment-free zone, attendees may discreetly ask questions they have privately held.

For more information, or to register, please click here.