Just Made Partner – Now What?

October 22nd, 2025 1:00 – 1:30pm EST

You’ve earned the title, the seat at the table… and a whole new set of financial questions.

Partnership is one of the biggest milestones in an attorney’s career, but it also comes with new layers of financial complexity. 

This month’s wealth building workshop is for attorneys who are:

✔ Anticipating partnership and want to be ready
✔ Newly promoted and navigating buy-ins, tax shifts, and cash flow changes
✔ Or already partners who want to revisit their plan and make sure nothing slipped through the cracks

In just 30 minutes, we’ll walk through:

✅ Equity buy-ins and liquidity planning
✅ Income structure changes and tax surprises
✅ Adjustments to your long-term financial plan
✅ Blind spots like lifestyle creep, delayed savings, and insurance gaps

This isn’t just a career upgrade — it’s a financial turning point. Taking the time to get clarity now can help you avoid stress and missteps down the road.