How to Accumulate and Manage Wealth

Boston Bar Association, New Lawyers Section
February 18, 2010 (12:00 p.m.)
Boston Bar Association, 16 Beacon Street, Boston, MA

Amy E. Sheridan was a panelist at "Developing a Road Map for Saving and Investing: How to Accumulate and Manage Wealth," a seminar sponsored by the New Lawyers Section of the Boston Bar Association. The panel discussion focused on saving, investing and wealth management best practices. Topics of review included:

How to evaluate your financial situation, understand your saving/investing needs and develop a plan of action to reach your goals
Tax and retirement planning considerations
Best practices for allocating your investments in accordance with your risk tolerance, time horizon and financial goals