Continuing Legal Education

Financial Planning for Lawyers (CHICAGO)

February 28, 2014
9:00 a.m. – 4:45 p.m.
6.00 MCLE hours, including 1.00 approved Professional Responsibility MCLE credit hours

ISBA Regional Office
20 S. Clark Street, Suite 900
(map and directions)

Masters Series

Learn how to properly guide your clients on important financial matters!

Many clients turn to their lawyer for all forms of guidance, including advice on important financial matters. This makes it essential for you to be able to effectively counsel your clients to help them improve their financial lives. Join us for this full-day seminar taught by Master Series speaker, Ken Robinson, to better understand:

  • The origins of financial planning and the elements of a comprehensive financial plan;
  • Why you need to be prepared for clients to ask you for financial advice;
  • How to decide whether to add Financial Planning to your law practice or whether you should form an alliance with a financial advisor;
  • The ethical issues an attorney may face when providing financial planning services;
  • How to tackle problems with cash flow, including budgeting, credit cards, and psychological factors;
  • The essential steps before making an investment, including insurance, taxes, goals, and estate planning;
  • The fundamentals of investment planning, including what works and what doesn’t; and
  • Much more!

Seminar materials include a copy of Kenneth Robinson’s book, Don’t Make a Budget: Why It’s So Hard to Save Money and What to Do About It.


Program Speaker:
Kenneth F. Robinson
, JD, CFP®, Cleveland, Ohio


Kenneth F. Robinson is a holistic, no commission financial advisor who believes, “The moment you stop worrying about money, life gets better.” He has provided fee-only financial guidance to individuals and families for more than 10 years. Mr. Robinson is the owner of Financial Self-Confidence, which provides keynote speeches and seminars on personal finance, as well as Practical Financial Planning, a fee-only financial advisory firm in Cleveland, Ohio. He is the author of several books on financial planning, including the groundbreaking Don’t Make a Budget: Why It’s So Hard to Save Money and What to Do About It. He also wrote, produced, and directed a critically acclaimed video about the economy in recession. He has been quoted in Kiplingers Personal Finance and Money magazines, and his writing has appeared in Cleveland’s The Plain Dealer and in the journal Science. Mr. Robinson worked as a lawyer in private practice in Northeast Ohio. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Cambridge Advisors (ACA), and holds the CERTIFIED FINANCIAL PLANNER™ designation.



9:00 a.m. – 12:15 p.m.  Financial Planning – Part 1
(This includes a 15-minute break)

12:15 – 1:15 p.m.   Lunch (on your own)

1:15 – 4:45 p.m.  Financial Planning – Part 2
(This includes a 15-minute break)