The Ohio State Bar Association (OSBA) this month has planned a CLE seminar titled What Lawyers Need to Know About Wall Street in three locations throughout the state.
Programs will take place on Wednesday, August 10 at the Holiday Inn, I-275 North, Cincinnati; on Tuesday, August 11 at the OSBA offices, 1700 Lake Shore Drive, Columbus, OH, and on Friday, August 12 at the Forum Conference Center, East 9th and St. Clair streets, Cleveland. Sessions run from 8:30 a.m. to 4:30 p.m., with registration beginning at 8 a.m.
The featured speaker will be Michael McGowan, senior associate at Frank Sanitate Associates. He is a former trial lawyer who has worked and taught in the financial services industry.
Among the topics he will address are:
- Assist Clients in Writing a Financial Plan;
- Give Clients Familiarity With Basic Information;
- Enable Clients toFind and Capture Investment Ideas: Using the Computer for Investment Management;
- Help Clients to Analyze Investment Ideas;
- Behavioral Finance (The Psychology Part - Handling Ourselves);
- Enable Clients to Manage Investments Wisely;
- Help Clients to Monitor and Adjust Their Portfolio: Tactics, Marking to the Market and Other Concepts;
- How to Measure Performance: Benchmark Formulas and Feedback.
For details on registration fees and CLE credits, see the Bulletin Board on The Metropolitan Corporate Counsel website at www.metrocorpcounsel.com.
To register for any of the programs, call (800) 232-7124 or visit www.ohiobar.org.