Share

Teleconference Registration

Ask Your Toughest Practice-Building Question
and Get an Answer Immediately from the “Expert”!

(And better yet… get it absolutely free!)

What’s the toughest challenge you face, right now, in your estate planning practice?

  • Getting enough qualified prospects to come in and see you?
  • Engaging more of these prospects you see?
  • Getting the work out the door?
  • Managing your daily cash flow and operations?
  • Hiring, training and motivating good staff and associate attorneys?
  • Being more efficient with your time, so you can enjoy some regular time off?
  • Developing a clear exit strategy so you can eventually “quit your job” and retire some day?

Would you like help solving the toughest issues you face day-in and day-out in your practice - - from a fellow attorney with over 30 years of experience in running a successful estate planning practice (who now only has to go into the office one day a week)?

Our President, attorney Philip Kavesh [link to bio], often receives e-mail questions relating to these and other practice-building challenges.  Unfortunately, he doesn’t always have the time to get back to people, or their issues require more assistance than just a simple e-mailed response.  So, Phil has come up with what he believes is a more efficient approach.

Phil has decided to set aside 90 minutes to answer, live on one teleconference, the toughest practice-building questions from 20 of his fellow estate planning colleagues. 

If you’re really serious about taking your practice to the next level and improving the quality of your life, be one of the select 20 people to join Phil on a special, intense, practical, interactive 90-minute teleconference.

Phil will address each and every participant’s most burning practice-building question (but not legal/technical issues) - - which is why this one-of-a-kind session will be strictly limited to only 20 total estate planning attorneys.

Since this is Phil’s first “experiment” with this teaching format, this teleconference is FREE!  The only requirements you have in order to participate are to send in your top 3 practice-building questions at least 2 days prior to the call and to attend the conference call. 

Don’t miss out on this rare opportunity to speak directly with Phil Kavesh, have him address your toughest practice-building question, and also listen in and learn from the questions raised by 19 other fellow estate planning colleagues.

Phil’s special 90-minute teleconference will be held on Wednesday, October 24th at 9am Pacific Time.  Space will be strictly limited to the first 20 to respond, so be sure to register RIGHT NOW!

PROGRAM DETAILS:

Date: Wednesday, October 24, 2012

Start Time: 9am Pacific (10am Mountain, 11am Central, 12pm Eastern)

Duration: 90 minutes

Cost: FREE (registration available for the first 20 participants only)

Requirements:

  • Submit three(3) questions by e-mail to events@ultimateestateplanner.com on or before 10/22/12
  • Participate on the live teleconference on October 24, 2012

Speaker: Philip J. Kavesh, J.D., LL.M.(Tax), CFP®, ChFC, CA State Bar Certified Specialist

Registration Includes: Participation on live 90-minute teleconference (NOTE: This program will not be recorded and audio recording will not be provided to participants)

     

Frequently Asked Questions

HOW TO REGISTER:

Online: Register online - - it's fast, safe and convenient!

cart

By Phone: Call us at 1-866-754-6477

*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc. and Philip J. Kavesh are not approved Continuing Education Sponsors.  However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation.  If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities.  A Certificate of Completion will be provided to all of those in attendance.  It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc. and Philip J. Kavesh.


The Ultimate Estate Planner, Inc. was formed to assist in the development and growth of estate planning professionals throughout the United States, including but not limited to estate planning attorneys, financial advisors, CPAs, life insurance agents, paralegals and much more. Through education, products and coaching, it is our goal to help estate planning professionals throughout the country unlock their practice’s potential.



© 2013 The Ultimate Estate Planner, Inc.
About Us | Teleconferences | Products & Services | Newsletter

FacebookTwitterLinked-In CompanyBlog RSS

Amicus Creative