A Chapter of the Association of Legal Administrators

Personal Finance for Legal Administrators
presented by Mark Connely of Wealth Design Group

You've wrapped up your firm's budget for the coming year - how about your own personal budget?   Legal administrators are expected to watch over their firm's finances, but sometimes neglect their own. 
This presentation will guide attendees towards personal financial literacy to enable you to make wise decisions pertaining to real estate, insurance, investing, saving, tax planning and retirement.

Mark Connely of Wealth Design Group has been working with physicians, business executives, retirees, attorneys, and professional athletes since 1996 to help them achieve wealth, happiness, and success.  His firm provides clients with innovative strategies, and outstanding service that help them make informed financial decisions. Clients of Wealth Design Group have access to quality specialists, products, and services they normally would not have on their own.

Mark is a graduate of Texas A&M University, with a degree in Business Administration.   He is a Certified Financial Planner^TM  CFPÒ, and a Financial Planning Speaker at University of Texas Medical School, Baylor College of Medicine, and University of Texas Medical Branch in Galveston.  Awards and recognition include: Texas Monthly 5-Star Wealth Manager Award Winner (2010); MDRT (Million Dollar Round Table) qualifier 11 years and Court of The Table in 2010; Wealth Design Group Top Planner Award 2003, 2004, 2008, & 2009; and Wealth Design Group Elite Planner Award 2003-2010.  

Tickets

$0.00 Member Registration

$0.00 Titanium & Platinum Level Business Partner Registration

$40.00 Guest Registration