“If I Leave the Law” A Webcast Series

Careers in Wealth Management

Estate Planning, Family Offices, Planned Giving

Wednesday, May 7, 2025 at 1pm EST

Why are careers in Wealth Management a great fit for lawyers?

Law and Finance intersect in several areas including estate planning, investments, tax strategies, and planned giving. Whether advising individuals, family offices or institutions, lawyers are well equipped to pivot to careers in Wealth Management.
 
Analyzing and synthesizing complex information is crucial to developing tailored financial strategies. 
 
The combination of analytical skills, attention to detail, strong communication, legal knowledge, ethical standards, and entrepreneurial spirit makes lawyers well-suited to careers as financial advisors.

Key Speakers

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Kathleen Sablone, JD, AEP®

Principal – Estate and Financial Planning
CAPTRUST
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William D. Strickland, JD, CSPG, CEPA

Senior Executive Director
Planned Giving
City of Hope
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Joshua S. Miller, J.D., CFP®, AEP®, TEP

President & CEO
Acadia Management Co.
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David Lenok, JD

Senior Editor
WealthManagement.com
Moderator

Register Now

“If I leave law, what am I best suited for?” – A Webcast Series

Careers in Wealth Management

Estate Planning, Family Offices, Planned Giving

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