The Brooklyn Women’s Bar Association Presents,
Co-Sponsored by the Puerto Rican Bar Association,
Women & Money
You’ve Earned It — Now What Do You Do With It?
Building Wealth Through Long Term Investing.
J. Richard Supple, Esq. & Lauren Lambert CFA
May 10th, 2018 12:30 PM – 2:30 PM
Kings County Supreme Court – 11th Floor Conference Room
360 Adams Street, Brooklyn, NY
R.S.V.P to email@example.com
Earn, Save, Invest – the Wealth Creation Process
-Goals – the animating force
-Net Worth – the financial yardstick
-Prioritize your savings & manage your Debt
Investment concepts – the basics
-Time is on your side: compound growth
-Asset classes, allocation, & Portfolio Construction
Wealth Management – Why pay someone to take care of your money?
-Skills inventory and services offered by financial advisors
-Fiduciary rule vs Suitability standard
-Choosing an advisor – Where to begin – Top 10 questions
Staying out of Trouble: Ethical issues around personal investments:
– Investing as an “angel” or venture capitalist in clients’ businesses
– Investing beyond your means – when have you crossed the line?
– Borrowing best practices
.5 CLE Credit Ethics [through the BWBA]
Bring Your Own Lunch. Coffee and Light Refreshments to be Served
Registration Fee For Attorneys: $110*
*Free to WBASNY, PRBA, & BWBA Members, Students, Grads Awaiting Admission
Financial Aid Policy: Unemployed Attorneys- Free; Attorneys with Income to $35,000 – 75% discount; Attorneys in Public Service or with Income from $35,000 to $50,000 – 50% discount