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Tag: investment counsel

ABA CLE Course 1 PM EST Nov. 16, 2022 How to Recognize and Avoid Conflicts of Interest Before Referring a Financial Adviser to Clients

Press Release

Faculty: Investment counsel Julie Jason, JD, LLM, Author of an American Bar Association Publication, “The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients)” November 16, 2022, at 1 PM EST. Register today. Stamford, CT, November 14, […]

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Attorney Coach Shares an Important Message About Preparing for a Successful Retirement

Press Release

  The Discerning Investor Personal Portfolio Management in Retirement for Lawyers (and Their Clients) Julie Jason is available for Interviews Byline/guest articles Speeches and CLE Meetings with Law Firm Management Committees     Stephen Seckler, President of Seckler Attorney Coaching, […]

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New Book for Lawyers & Their Clients: “The Discerning Investor” Shows Lawyers How to Avoid “Trial & Error” in Retirement

Press Release

A new American Bar Association publication titled “The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients)” provides  in-the-trenches insights from seasoned investment counsel. “This is the one book lawyers and clients should read to become knowledgeable […]

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