The Best Retirement and Estate Plans for Attorneys

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Registration Options

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TypeTitleStartEndCLEPrice
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTMon., Jul. 16, 2018
9:00 AM
ENDMon., Jul. 16, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Butler
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Chambersburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Greensburg
Westmoreland Intermediate Unit 7
102 Equity Drive, Greensburg PA, 15601
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Mansfield
Mansfield University
20 Straughn Drive, Mansfield PA, 16933
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Meadville
Economic Progress Alliance Conf. Ctr. - William J. Douglass Jr. Corp. Conf. Center.
764 Bessemer Street, Ste. 101, Meadville PA, 16335
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Montrose
The Community Foundation of the Endless Mountains
270 Lake Avenue, Montrose PA, 18801
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Norristown
Montgomery Bar Association
100 West Airy Street, P.O. Box 268, Norristown PA, 19404
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Reading
Berks County Bar Association
544 Court Street, Reading PA, 19601
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Uniontown
Penn State University Fayette Campus - Eberly Corporate Training Center
Route 119 North, Uniontown PA, 15401
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Warren
Warren Library Association
205 Market St., Warren PA, 16365
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
York
York College of Pennsylvania
Grantley Hall, York PA, 17403
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth* PRICE Regular: $279.00
New Attorney: $140.00
Webcast
Online
STARTMon., Jul. 09, 2018
9:00 AM
ENDMon., Jul. 09, 2018
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00

* = Ethics information has been integrated throughout this program. To receive ethics credit, you must attend the entire course.

About

NEW TAX LAWS CREATE UNINTENDED BENEFITS FOR SAVVY LAWYERS WHO ACT QUICKLY

This retirement and estate planning workshop, includes both classic and new strategies to get the most out of your IRAs and retirement plans. PBI encourages your spouse or partner to attend free of charge as the topics are not only critical for your financial well-being, but also for the long-term security of your family. (No CLE credits or materials will be provided for non-paying spouses)

TOPICS:

  • How attorneys can exploit the unintended benefits of the new tax law.
  • How attorneys can get the most from their IRA while they are alive and provide long-term benefits for their families after they are gone.
  • The best estate plan for married attorneys.
  • The peer-reviewed math behind Roth IRA conversions.
  • A comprehensive explanation of required minimum distributions while you are alive and after you are gone.
  • Tax-free conversions of after-tax dollars in IRAs and retirement plans.
  • Maximizing your Social Security benefits.
  • The synergy between Social Security and Roth IRA conversions—timing is everything.
  • The advantage of investing in low-cost index funds.
  • Controlling from the grave: trust planning for attorneys.

MEET THE INSTRUCTOR
James Lange, CPA/Attorney
Lange Legal Group, LLC, Pittsburgh

Jim is a returning instructor who consistently gets excellent evaluations. Jim’s PBI workshops have been offered in Pittsburgh, Mechanicsburg and Philadelphia. He is the bestselling author of seven books on retirement and estate planning and Social Security. His books enjoy glowing endorsements from Charles Schwab, Larry King, Jane Bryant Quinn, Billie Jean King, Ed Slott, Natalie Choate, Bob Keebler, Burton Malkiel, and more than 60 other financial, legal and tax experts. Jim’s strategies have been published 36 times in The Wall Street Journal. Jim’s six peer-reviewed articles and his seven books offer extensive quantitative and qualitative analysis of retirement planning strategies and dispel many pre-conceived notions about optimal retirement planning.

COMMENTS FROM YOUR COLLEAGUES

“Best course I have attended in 40+ years of practice. Insight and examples were very practical.”

“Please let Jim know that I have been attending Pennsylvania Bar Institute for 5+ years and I think he gave the best CLE I’ve ever had there.”

“Great program! Lots of practical advice and info about Roth IRA conversions. I learned a lot!”

“Excellent job! Loving this seminar! Glad my CLE courses included yours.”

“Thank you for a brilliant presentation."

Faculty

NameFirm/Company
Mr. James Lange J.D., CPA Lange Legal Group LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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