Think Seminars Are Dead?

THINK AGAIN!

With all of the law changes and new competition in the estate planning industry, one of the biggest challenges estate planning attorneys are facing today is how to create a consistent, predictable stream of new client revenue each month.

This is why seminars continue to be the most effective marketing strategy for estate planners.

But, if that’s the case, why do so many attorneys not do seminars?  Never tried?  Don’t know how?  Tried and they didn’t work?

Join us and nationally renowned estate planning attorney and the one of the pioneers of the seminar marketing model for the estate planning attorneys, Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, for a very special presentation entitled, “Why Seminars Are Still the #1 Strategy for Consistently & Efficiently Bringing Revenue In To Your Practice (and How You Too Can Do Them Successfully!)”.  This was a standing room only presentation that Phil recently presented at the WealthCounsel Symposium in Coronado, California this past summer.

During this 90-minute presentation, Phil will share with you:

  • How to overcome your most common objections and fears about seminar marketing
  • Why digital marketing and referral relationships alone are not enough!
  • How to use seminar marketing to reduce the amount of wasted time meeting with “lookie-loos” that never intend to do business with you or pay your fees
  • The most common misconceptions and mistakes most people make doing seminars (and how to fix them!)
  • How to get seminars up and running quickly and in a cost-efficient manner
  • And much, much more!

The seminar marketing strategies to be discussed are all tested and proven to work, not just based on theory, as Phil continues to do seminars each month for his thriving law practice located in one of the most highly competitive markets in the country.

You don’t want to miss this talk!

Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.

  • Program Title: Why Seminars Are Still the #1 Strategy for Consistently & Efficiently Bringing Revenue In To Your Practice (and How You Too Can Do Them Successfully!)
  • Speaker:
  • Duration: 90 minutes

Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.

Phil has earned significant recognition and accolades over his approximately 33 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys.  He has also been an honorary member of the National Network of Estate Planning Attorneys and is an active member of WealthCounsel.

Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Journal of Retirement Planning, Ed Slott’s IRA Newsletter, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcasted on local Los Angeles TV for over six years.

Additionally, Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. His unique legal documents have been licensed to hundreds of attorneys all across the country, through his company, The Ultimate Estate Planner, Inc.  He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, and “21st Century Wealth”.

Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys.  His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada.  Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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