Financial Planning for Plaintiff’s Attorneys


Members Only
(Attorneys, Law Students & Paralegals) 

Co-hosted by Millennium Settlement Consulting
Benefitting the CASD Foundation in support of Outreach

Location:The Kindley Firm, APC / Law Offices of Robert Hamparyan, APC 
Address: 275 West Market St., San Diego, CA 92101 
Check in and light dinner/drinks: 5:30 - 6:00 pm 
Program: 6:00-7:00 pm
MCLE: 1 General MCLE Credits

Financial Planning for Plaintiff’s Attorneys: Managing Uncertainty, Being Tax-Efficient, & Maximizing Your Hard-Earned Contingency Fees

Program Summary:

If you work on contingency, you enjoy unlimited financial potential but also have unique financial concerns. Learn how to grow your wealth, mitigate your tax liability, and manage uncertainty. A financial adviser, CPA, and structured settlement consultant will offer guidance, specifically tailored to plaintiff’s attorneys. It can be stressful fronting costs, not knowing when/if you’ll receive your fee, putting money away for retirement and education, etc. This seminar will enable you to stress less and control more

Topics covered:

  • How to invest in the market, given your timeframe and financial goals
  • How to utilize tax-advantaged retirement and education savings plans while having sufficient liquidity
  • How legal fee structures can fit into your financial plan
  • Best practices for write offs, taking care of your employees, and other tax preparation tips

Learn to minimize financial worries, enjoy your work more, and take advantage of some tax benefits available only to plaintiff’s attorneys. 

Sign up today! Space is limited.



Marjorie Ford Smith, Certified Structured Settlement Consultant, Registered Investment Adviser
Millennium Settlement Consulting, Inc.
Ford & Smith Consulting, Inc.

Jeffrey Tadder, Certified Financial Planner, Certified Investment Management Analyst
Managing Director of Investments
Ranch Investment, Consulting Group of Wells Fargo Advisers

Troy Faris, Certified Public Accountant
Considine & Considine

This activity has been approved for Minimum Continuing Legal Education (MCLE) by the State bar of California in the amount of 1 hours of General MCLE Credit. CASD verifies that this activity conforms to the standards for approved education prescribed by the rules and regulations of the State Bar of California governing MCLE.


This program has been approved for credit in the following jurisdiction(s):

State Bar Of California

Credit has been approved with the State Bar Of California for 1.00 General credit. The Consumer Attorneys of San Diego is a State Bar of California approved MCLE provider.


275 West Market St., San Diego, CA 92101 


Millennium Settlement Consulting - Rosa Florentino & Marjorie Smith
O: Rosa: 619-942-1060 | Margie: (858) 784-1189
E: |
CASD Gold Affinity Partner
Cancellation Policy

* CASD considers years in practice from date of first admission to the Bar.

Refunds less a $5.00 cancellation fee for requests received by June 16, 2016

No refunds after that date.