Yes, these courses qualify for mandatory continuing legal education for: National Association of Legal Assistants, State Bar of California, Florida, North Carolina, and Louisiana State Paralegal Association. For all others please check with the corresponding institutions.
ODW2204 – Financial Planning for Paralegals
Do you ever stress about money? Whether tackling student loan debt, looking to invest, or just needing some assurance, managing your finances can be one of the most emotionally fraught aspects of your life.
Course Category: On-Demand Webinars
Course Level: Basic
CLE Credit: Non-substantive
CLE Hours: 1.0
Fees: $49 for Members and $70 for Non-Members
Course Materials: Webinar recording and a PDF of the PowerPoint slides.
Description: Do you ever stress about money? Whether tackling student loan debt, looking to invest, or just needing some assurance, managing your finances can be one of the most emotionally fraught aspects of your life. In addition, the fast-paced world you work and live in brings challenges that too often prevent paralegals from adequately addressing their own situation. During this program, Kristin Printon, Co-Founder and Vice President of Moxie Wealth Management, will provide practical tools and tips to help you define your goals and create long-term financial strategies that address every level of your “financial house.”
Course Year: 2022
Presenter Biography: Kristin Printon, Co-Founder and Vice President of Moxie Wealth Management, has developed a national financial planning practice and is an Accredited Investment Fiduciary®. In 2011, she also co-founded the Law Division of her parent company, which focuses on working with individuals within the legal field. She truly believes that staying in control of your financial future is a process, not a one-time event. Kristin is honored to have been recognized for her hard work, dedication to the industry, community involvement, and leadership through several awards. These include being a 2015 and 2019 Top Women in Finance honoree by Finance & Commerce Magazine, the 2015 Scott Richards Memorial Scholarship winner, the 2017 WaveMaker Award winner from TeamWomen, and a 2018-2022 Five Star Wealth Manager from the Twin Cities Business Journal.
After successfully completing this course a completion email will be sent stating that your certificate is now available. To view your certificate and transcript please visit nala.education. Click on the blue arrow in the top right and select transcript. From this menu, you can view or print certificates or your transcript.
Courses are priced for individual use and consumption and are not intended for rebroadcast and sharing.