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PROGRAM SERIES: 2024 - 2025 Wealth Management 7-Part Series
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Category: Communities, Administrative Law and Agency Practice, Antitrust and Consumer Law, Arts, Entertainment, Media and Sports Law, Corporation, Finance and Securities Law, Criminal Law and Individual Rights, District of Columbia Affairs, Early Career Lawyers, Environment, Energy and Natural Resources, Estates, Trusts and Probate Law, Family Law, Government Contracts, Health Law, Intellectual Property Law, International Law, Labor and Employment Law, Law Practice Management, Law Student, Lawyer Well-Being Community, Litigation, Public Interest and Courts, Real Estate, Housing and Land Use, Taxation, Tort Law (show less)
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Credit: 0 CLE Credit Hours Join the D.C. Bar Communities Office for this annual series. This is your chance to secure your space for this new year with a one-time registration. Register for all 7 programs now and receive program reminders ahead of each session. The Wealth Management Series is designed to help plan your personal finances. Topics covered in prior years include: inflation; Medicare; year-end tax planning; understanding and maximizing your social security benefits; financial planning for senior living; preparing for retirement; coupling your finances; decluttering your financial life; and the future of ESG investing. Topics and dates for this year’s series:
- Tuesday, September 10, 2024 – Market and Economic Update
- Tuesday, October 8, 2024 – Medicare Made Simple With Chapter
- Tuesday, November 19, 2024 – 2024 Year-End Tax Planning Strategies
- Tuesday, February 11, 2025 – topic to be announced.
- Tuesday, March 4, 2025 – topic to be announced.
- Tuesday, April 1, 2025 – topic to be announced.
- Tuesday, May 6, 2025 – topic to be announced.
Pre-registration for this series is encouraged. Please note, registration for the entire series is not a part of the free Community member offer, see Pricing Information tab for fees. If you would like to secure your spot now, please click “Add to Cart”. If you would like to take advantage of the Community member offer, individual session registration will be available two to three weeks prior to the program date. Series registration will end on Tuesday, September 10, 2024, or as space is available. Feel free to share this invitation with colleagues. D.C. Bar membership is not required to register. Non-members will need to create a profile to register and access the content. Renew or join Communities to receive the best discount on registration. Click here to log in and join Communities. Are you a current law student and looking to register for one of our programs? Learn about the D.C. Bar Law Student Community and attend most individual programs at a discounted rate. Find out more here. Individual program dates and times are subject to change. This remote series will be hosted on the Zoom platform. You will receive access information from D.C. Bar Communities staff the afternoon prior to the program. The Zoom access information should not be shared with other, as registration is required. Sponsored by: D.C. Bar Communities Office Speakers:
- Alp Atabek, Founder and Managing Partner, HUB Investment Partners (formerly AFS Financial Group, LLC)
- Jason Dahl, Partner and Director of Financial Planning, HUB Investment Partners (formerly AFS Financial Group, LLC)
**Early bird registration will end on Friday, August 30.
Early Bird rate expired on Friday, August 30, 2024 Registration Fees | Early Registration | Standard |
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Non-Member | $130.00 | $150.00 | D.C. Bar Member | $110.00 | $130.00 | D.C. Bar Premium Community Member | $35.00 | $50.00 | D.C. Bar Regular Community Member | $70.00 | $90.00 | Law Student Community | $35.00 | $50.00 |
Government Attorney Registration | Early Registration | Standard |
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Non-Member | $95.00 | $115.00 |
Non Profit Registration Fee | Early Registration | Standard |
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Non-Member | $95.00 | $115.00 |
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