"The moment you stop worrying about money,
life gets better."
Ken Robinson, JD, CFP®
Real Financial Guidance For Real People
- Keynote presentations
Addressing the money concerns of real people.
Financial Planning for Lawyers
It’s no wonder people might turn to their lawyers for financial guidance. Your clients are offered many different financial opportunities throughout their lives. But do these opportunities benefit the client, or just the person trying to sell them a financial product?
For many people, their lawyers are the only trusted advisors in their lives. When your client asks you a question with a financial dimension, do you know how to respond? Should you respond at all?
Ohio Public Pension Reform: What it Means for You
Especially for public employees in Ohio—what to expect from pension reform, and what you can do about it.
Sweeping pension reform has been enacted for Ohio's five state pension systems: OPERS, STRS, SERS, OP&F, and HPRS. What's going to happen, and just how certain is it?