Prior Speaking Engagements

2014

  • October 2014 in Orlando, Florida: The Ultimate LevelTM Practice Building 2½ Day Program for Estate Planning Attorneys
  • September 2014 in Dallas, Texas: The Ultimate LevelTM Practice Building 2½ Day Program for Estate Planning Attorneys
  • Monthly Practice-Building Series (12-Month Program for Estate Planning Attorneys)
  • May 2014 in Los Angeles, California: The Ultimate LevelTM Practice Building 2½ Day Program for Estate Planning Attorneys
  • 3-Part Teleconference Series on: “Traps & Tricks of Drafting IRA Beneficiary Trusts”, “Proper Post-Death Administration of IRA Beneficiary Trusts” and “How to Market & Sell More IRA Beneficiary Trusts”

2013

  • Personal Family Lawyer’s Training on “How to Successfully Add IRA Beneficiary Trust Planning to Your Practice”
  • October 2013: The Ultimate LevelTM Practice Building 2½ Day Program for Estate Planning Attorneys
  • AVIVA USA’s Sales Expo 2013 on “The Top 22 Overlooked Uses of Life Insurance in 2013”
  • Million Dollar Round Table (“MDRT”) Annual Meeting on “The Top 22 Overlooked Uses of Life Insurance in 2013”
  • May 2013: The Ultimate LevelTM Practice Building 2½ Day Program for Estate Planning Attorneys
  • February 2013: The Ultimate LevelTM Practice Building 2½ Day Program for Estate Planning Attorneys
  • Teleconference on “The Capital Gains Bypass Trust”

2012

  • 3-Part Teleconference Series on: “Traps & Tricks of Drafting IRA Beneficiary Trusts”, “Proper Post-Death Administration of IRA Beneficiary Trusts” and “How to Market & Sell More IRA Beneficiary Trusts”
  • Teleconference on “How to Successfully, Hire, Train & Manage Associate Attorneys”
  • Teleconference on “The 22 Overlooked Uses of Life Insurance (and ILITs)”
  • The Ultimate Estate Planner’s 2012 Planning Teleconference Series – Call #2 on “Running a Profitable Basic Estate Planning Practice in 2012”
  • Teleconference on “Successful Initial Client Interview & Appointment Closing Tips”
  • Teleconference on “How to Convert Prospects with Old Trusts Into Clients”

2011

  • Teleconference on “How to Read a 1040 for Profit (and Fun!)”
  • KFNN Financial Fest with Secured Financial Solutions, LLC on “Is the IRS the Beneficiary of Your IRA?”
  • Secured Financial Solutions, LLC Radio KFNN Monthly Radio Show
  • The Ultimate Estate Planner’s 2011 Super Teleconference Series – Call #1 on “Basic & Advanced Estate Tax and Asset Protection Planning” with guest speaker Steven J. Oshins, Esq.
  • The Laureate Center for Wealth Advisors 2011 Gathering on “How to Thrive in an Under $5 Million Estate Market”
  • Teleconference on “Successful Referral Relationships That Actually Work!”
  • Secured Financial Solutions, LLC Power Producers Conference on “Capturing More Large IRAs (Using Strategies That Will Set You Apart)”

2010

  • The Final Resolution of the 2010 Estate Tax Teleconference with co-speaker Robert S. Keebler
  • 10-Part IRA “Learn it Now” Course with Robert S. Keebler on “Paying IRAs to Trusts” and “IRA Trust Drafting”, plus Expert Panel
  • The Ultimate Roth IRA Training Teleconference 6-Part Teleconference Series with co-speaker Robert S. Keebler
  • Secured Financial Solutions, LLC Power Producers Conference on The 22 Overlooked Uses of Life Insurance
  • Teleconference on “Paying IRAs to Trusts: The Lessons of PLR 201021038” with co-speaker Robert S. Keebler
  • Teleconference on “Overview of the 3.8% Investment Tax Under the Health Care Bill” with co-speaker Robert S. Keebler

2009

  • Investor’s Capital Corp National Conference on A Secret to Increasing Rep Production in Tough Times
  • LPL Financial focus09 National Conference on “Keys to Developing a Successful Estate Planning Attorney Relationship”
  • Grubb & Ellis Annual Due Diligence Meeting on Developing Effective Attorney & Advisor Referral Relationships.
  • The Ultimate Roth IRA Training Teleconference Series on 1) The “Basics” of Roth Conversion Planning, 2) Advanced Roth IRA Planning and 3) Special Estate Planning for Roth IRAs with co-speaker Robert S. Keebler.
  • Great Lakes Retirement Group Radio Show on The Personal Asset TrustSM & The IRA Inheritance Trust®.

2008

  • Sidney Kess’ Ultimate Estate, Retirement and Financial Planning Conference on The Top 10 IRA Planning Mistakes Clients (And Their Advisors) Make! and Over 24 Commonly Overlooked Life Insurance Trust (and Tax Compliance) Opportunities
  • Advisors Excel IRA College Level I and Level II Programs on The IRA Inheritance Trust® and Referral Relationships Between Financial Advisors & Estate Planning Attorneys
  • American Bar Association (ABA) teleconference on Avoiding Retirement Plan Disasters: Trusts as Beneficiaries and Creditor Protection for IRAs with co-speaker, Robert S. Keebler
  • PESI, LLC continuing education webinar on The IRA Inheritance Trust®

2007

  • American Bar Association (ABA) teleconference on How to Avoid the Top 10 Retirement Distribution Disasters with co-speakers, April Caudill and Robert S. Keebler
  • Million Dollar Round Table (“MDRT”) Annual Meeting (June 2007) on The IRA Inheritance Trust®
  • Advanced Planning Legal Network (“APLN”) teleconference trainings on the IRA Inheritance Trust® and Watch Out for Your State Bar Ethics Rules & Be Careful with Your Marketing!
  • Dennis Tubbergen’s Financial Advising Conference on the IRA Inheritance Trust®

2006

  • LIMRA Advanced Sales Forum on The IRA Inheritance Trust®
  • Society of Financial Service Professionals on The IRA Inheritance Trust®
  • WealthCounsel’s 9th Annual National Conference on Planning After PLR 200537044: Understanding One of the Most Significant Rulings of 2005
  • John Hancock Annuities 3rd Annual Premier Partner Symposium on The Hottest, Breakthrough IRA Strategy (And Huge Marketing Opportunity!): The IRA Inheritance Trust®
  • PESI, LLC teleconference on The Newest Breakthrough IRA Strategy (and Client Marketing Opportunity)

Additionally, Mr. Kavesh has spoken before numerous professional organizations, both locally and throughout the country. These include, but are not limited to:

  • Allied Signal
  • Associated Securities Corp.
  • California Assoc. of Financial Planners
  • California Society of CPAs
  • California Society of Enrolled Agents
  • Financial Planning Association
  • Fortune Financial
  • HD Vest
  • LPL Financial
  • Royal Alliance

TESTIMONIALS:

“I attended Phil Kavesh’s presentation entitled, ‘How to Find, Hire, Train, Manage and Keep Associate Attorneys’ and this comprehensive program presents Phil’s unique insight into the single most challenging aspect of the law business for the small firm practitioner. The beautiful thing is that Phil explains in detail each and every key to developing a long-term successful associate attorney relationship. From regrooving your mindset to how to review resumes to how to set up compensation, Phil covers it all. I have been looking for something like this for 5 years and I must say that it was well worth the wait!”

Ted Gudorf
Estate Planning Attorney
Dayton, Ohio
Practice-Building Teleconference Attendee

Would you like to have Phil speak for your organization? From teleconferences to webinars to live presentations, Phil is currently available for speaking engagements. Please take a moment to submit a request to us and someone from our team will be in touch with you shortly.

SUBMIT REQUEST

“In my 37 years of going to these meeting, Phil’s presentation was one of the most useful – – keeping very complex ideas very simple and easy to understand!”
Gary H. Pendleton, CLU, ChFC
Pendleton Financial
Raleigh, North Carolina
MDRT 2013 Annual Meeting Attendee

“Phil’s presentation was one of the highlights of my MDRT experience
this year. Thank you!”

Mark Sheinkopf, CLU
Prudential
Bethesda, Maryland
MDRT 2013 Annual Meeting Attendee