Presented by the Solo and Small Firm Section of the Barristers Club
The Financial Elephant in Your Firm: Debt, Assets, and Insurance
|| Tuesday, September 29, 2020
|| 2:00-3:15 p.m.
|| 1 Hour
New York Life Insurance Company
Jen Lee Law
Wendy Roberts, CPA, CIA, CISA
Principal CEO, Spectrum Business Financing
The elephant in every room is that more than 70% of Americans have a debt or credit problem, including our clients. But, none of us are willing to talk about it because we think we are alone, that others won’t understand, and/or that we will be judged. In reality, we are all struggling with the exact same issues and it’s becoming more difficult to ignore the weight of financial stress on attorneys and clients.
- Discussing financial realities with clients
- Issues in getting paid under the Rules of Professional Conduct
- Dealing with debt, including student loans
- Financial stress and the impact on lawyers and competency
Anna Liu, Steven Adair MacDonald & Partners & Liên Payne, Kennedy Payne
For a printable flyer, click here.
Event Code: B201472
||BASF Law Student
Prices increase $10 on the day of the program.
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To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103
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