Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law and President of The Ultimate Estate Planner, Inc. and the Law Firm of Kavesh, Minor & Otis, Inc. has been a professionally paid speaker before numerous organizations over the past 30 years. If you are interested in having Mr. Kavesh speak for your organization, please contact us at 1-866-754-6477.
Here are some of Mr. Kavesh's more recent speaking engagements.
2013
- The Ultimate LevelSM 2-Day Training Program for Estate Planning Attorneys
February & May - Redondo Beach, CA (more info)
- 2013 Million Dollar Round Table (MDRT) Annual Conference (Philadelphia, PA)
Topic: Top 22 Overlooked Uses of Life Insurance in 2013
- IRA Beneficiary Trusts & Post-Death Administration: New Estate Planning Tool with Gregory Herman-Giddens, J.D.
Strafford Webinars
- Southern California Institute and Laureate Center for Wealth Advisors Present "What Now for Estate Planning Attorneys & Their Practices?" One-Day Program (San Diego, CA)
Topic: Ten Biggest Mistakes Estate Planning Attorneys Make - - Running Their Business!
- The Capital Gains Bypass Trust (more info)
The Ultimate Estate Planner, Inc. Teleconference
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2012
- The 22 Overlooked Uses of Life Insurance (and ILITs) (more info)
The Ultimate Estate Planner, Inc. Teleconference
- Convert Prospects with Old Trusts Into Clients! (more info)
The Ultimate Estate Planner, Inc. Teleconference
- Get More Estate Planning Attorneys to Refer Qualified, Motivated and Pre-Closed Clients to You (more info)
Educational Program for Financial Advisors
The Ultimate Estate Planner, Inc. Teleconference
- How to Market & Sell More IRA Beneficiary Trusts (more info)
The Ultimate Estate Planner, Inc. Teleconference
- How to Successfully Hire, Train, Manage and Keep Associate Attorneys (more info)
The Ultimate Estate Planner, Inc. Teleconference
- The New Revocable Irrevocable Trust with Bruce Givner, Esq. (more info)
The Ultimate Estate Planner, Inc. Teleconference
- Proper Post-Death Administration of IRA Beneficiary Trusts (more info)
The Ultimate Estate Planner, Inc. Teleconference
- Running a Profitable Basic Estate Planning Practice in 2012 (more info)
The Ultimate Estate Planner, Inc. Teleconference
- Successful Initial Client Interview & Appointment Closing Tips (more info)
The Ultimate Estate Planner, Inc. Teleconference
- Successful Referral Relationships that Actually Work! (more info)
Educational Program for Estate Planning Attorneys
Ultimate Estate Planner, Inc. Teleconference
- The Traps & Tricks of Drafting IRA Beneficiary Trusts (more info)
The Ultimate Estate Planner, Inc. Teleconference
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2011
- KFFN - Financial News Network Financial Fest with Secured Financial Solutions
Topic: Will the IRS Be the Beneficiary of Your IRA?
- The 3 Gigantic, Yet Hidden, Challenges to Your Estate Planning Practice Today
The Ultimate Estate Planner, Inc. Teleconference
- How to Read a Tax Return for Fun and Profit
The Ultimate Estate Planner, Inc. Teleconference
- KFFN - Financial News Network Radio Show Program with Secured Financial Solutions
Topic: IRA Planning & IRA Stretchouts
- Secured Financial Solutions Power Producer Conference
Topic: Capture More IRA Money! (Using Strategies That Will Set Your Apart!)
- How to Thrive in an Under $5 Million Estate Market
The Ultimate Estate Planner, Inc. Teleconference
- Successful Referral Relationships that Actually Work!
The Ultimate Estate Planner, Inc. Teleconference
- The Gathering for the Laureate Center for Wealth Advisors
Topic: How to Thrive in an Under $5 Million Market
- Basic and Advanced Estate Tax & Asset Protection Planning in 2011
The Ultimate Estate Planner, Inc. Teleconference
- Secured Financial Solutions, LLC - Power Producer Conference
Topic: The Top 22 Overlooked Uses of Life Insurance
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2010
- Secured Financial Solutions, LLC - Power Producer Conference
Topic: The Top 22 Overlooked Uses of Life Insurance
- Paying IRAs to Trusts: The Lessons of PLR201021038
The Ultimate Estate Planner, Inc. Teleconference
Speakers: Robert S. Keebler, CPA, MST, AEP & Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC
- Overview of the 3.8% Investment Tax Under the Health Care Bill
The Ultimate Estate Planner, Inc. Teleconference
Speakers: Robert S. Keebler, CPA, MST, AEP & Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC
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2009
- Grubb & Ellis Securities, Inc. Due Diligence Meeting
Topic: A Secret to Increasing Rep Production During Tough Times
- The Ultimate Roth IRA Teleconference Series
Topic: Special Estate Planning for Roth IRAs
Speakers: Robert S. Keebler, CPA, MST, AEP & Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC
- Great Lakes Retirement Radio Show with Bill Smith
Topic: The IRA Inheritance Trust® and The Personal Asset Trust
- Investors Capital Corp. - National Conference
Topic: A Secret to Increasing Rep Production During Tough Times
- LPL Financial - National Conference
Topic: The Keys to Building Successful Estate Planning Attorney Relationships
Topic: Proven & Tested Marketing Tips
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2008
- Advisors Excel's IRA College Level 2
Topic: The IRA Inheritance Trust®
Topic: Referral Relationships Between Financial Advisors & Estate Planning Attorneys
- Sidney Kess' Ultimate Estate, Retirement & Financial Planning Conference
Topic: The Newest, Breakthrough Strategy: The IRA Inheritance Trust®
- National Business Institute (NBI) National Teleconference
Topic: The Newest, Breakthrough Strategy: The IRA Inheritance Trust®
- American Bar Association (ABA) National Teleconference
Topic: Avoiding Retirement Plan Disasters: Trusts as Beneficiaries and Creditor Protection for IRAs
Speakers: Robert S. Keebler, CPA, MST, Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC
- PESI, LLC National Continuing Education Webinar
Topic: The IRA Inheritance Trust®
- Advisors Excel's IRA College Level 1
Topic: The IRA Inheritance Trust®
Topic: Referral Relationships Between Financial Advisors & Estate Planning Attorneys
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2007
- American Bar Association (ABA) National Teleconference
Topic: How to Avoid the Top 10 Retirement Distribution Disasters
Speakers: Robert S. Keebler, CPA, MST, April Caudill, J.D., CLU, ChFC, Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC
- Million Dollar Round Table (MDRT) Annual Meeting
Topic: The Newest, Breakthrough Strategy: The IRA Inheritance Trust®
- Advanced Planning Legal Network (APLN) Teleconference Training
Topic: The IRA Inheritance Trust®
Topic: Watch Out for Your State Bar Ethics Rules & Be Careful with Your Marketing!
- USA Wealth Management
Topic: The IRA Inheritance Trust®
- Advisors Excel's IRA College Level 1
Topic: The IRA Inheritance Trust®
Topic: Referral Relationships Between Financial Advisors & Estate Planning Attorneys
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2006
- Life Insurance and Market Research Association (LIMRA) Advanced Sales Forum
Topic: Capture More $1 Million IRAs Utilizing the New, Breakthrough Trust Strategy: The IRA Inheritance Trust®
- Society of Financial Services Professionals
Topic: Capture More $1 Million IRAs Utilizing the New, Breakthrough Trust Strategy: The IRA Inheritance Trust®
- WealthCounsel's 10th Annual National Conference
Topic: Planning After PLR 200537044: Understanding One of the Most Significant Rulings of 2005: The IRA Inheritance Trust®
- John Hancock Annuities 3rd Annual Premier Partner Symposium
Topic: The Hottest, Breakthrough IRA Strategy (and Huge Marketing Opportunity!): The IRA Inheritance Trust®
- PESI, LLC National Continuing Education Teleconference
Topic: The Newest, Breakthrough IRA Strategy (and Client Marketing Opportunity): The IRA Inheritance Trust®
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2005
- First Financial Resource (FFR) Fall Meeting
Topic: The Hottest Breakthrough Strategy: The IRA Inheritance Trust®
- AIG Seasons SunAmerica
Topic: The IRA Inheritance Trust®
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2004
- WealthCounsel's 8th Annual National Conference
Topic: The Current State of Estate Planning
Topic: Make "Retail" Seminars Actually Work for You!
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OTHER PROFESSIONAL GROUPS
In addition to the above groups and speaking engagements, Mr. Kavesh, has also spoken in front of the following groups:
Allied Signal
Associated Securities Corp. (ASC)
California Association of Financial Planners
California Society of Certified Public Accountants
California Society of Enrolled Agents
Financial Planning Association
Fortune Financial
HD Vest
Royal Alliance
If you are interested in having Mr. Kavesh speak for your organization or for exhibiting opportunities at your upcoming conference, please contact us at 1-866-754-6477. |