“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

Kathleen Sablone, JD, AEP®

William D. Strickland, JD, CSPG, CEPA
Planned Giving

Joshua S. Miller, J.D., CFP®, AEP®, TEP
![david lenok web[56] (1)](https://exjudicata.com/wp-content/uploads/david-lenok-web56-1.jpg.webp)
David Lenok, JD
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“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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