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Wealth Management Wednesdays: Financial Planning & Wealth Management for You & Your Clients

Updated: Jul 20, 2023

This August and September ICLEF will be hosting several 1-Hr. webcasts focusing on financial planning and wealth management for you and your clients. We do offer a price break for attending more than one program. Once on the registration page click Special Offer to combine seminars.

1 CLE - Wednesday, August 2; 11:00 A.M. - 12:00 P.M.

Discussing the role of fixed income in a portfolio, breaking down recent market events, and offering ideas about how attorneys can take a more disciplined approach to their fixed income investments.

1 CLE - Wednesday, August 30; 11:00 A.M. - 12:00 P.M.

Wealth transfers sometimes fail, damaging sibling relationships and affecting the impact you want your client’s assets to have. This seminar helps attorneys understand why family wealth transfers can fail, how to avoid mistakes and how open communication between family members may lead to successful transfers of wealth.

1 CLE - Wednesday, September 6; 11:00 A.M. - 12:00 P.M.

Caregiving often comes on suddenly without warning, guidance, or support. During this seminar attorneys will discover practical ways to navigate and manage the emotional and financial demands of caregiving for their clients.


Nicole C. McGoff, CDFA - Merrill Lynch Wealth Management, Indianapolis

David Ghormley, CFA - MFS Investment Management, Indianapolis

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE

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