Daniel Betzel of Betzel Wealth Advisors will present three special 2.5 hour CLE courses titled “What Every Attorney Needs to Know about Financial Planning and the Financial Planning Profession” for the Ohio State Bar Association. The first of his series of talks will be given on March 11, 2014 at the OSBA District 9 Annual Meeting in Lancaster, Ohio. On March 25, Dan will speak at the OSBA District 1 Annual Meeting in Cincinnati, Ohio. He will give his final presentation on May 1, 2014 for law professionals from all over the state at the Annual Ohio State Bar Association Convention in Columbus, Ohio.
This CLE topic on financial planning will be particularly helpful to attorneys of all ages and all stages of legal practice, from the recently admitted attorney carrying a sizable student loan debt, to attorneys looking to fund their children’s college education, to attorneys ready to spend their golden years living a life of leisure, to attorneys advising clients in similar situations.