How Will You Survive (and Thrive)
in 2017 and Beyond?

Between low-priced attorney competition, LegalZoom and other internet estate plans, and the pending death of the estate tax, the estate planning industry has definitely taken a shift over the last few years.

Is there any way for an estate planning attorney to now make a living?  The answer is…YES!

Join us and nationally renowned estate planning attorney and Ultimate Estate Planner President, Philip Kavesh, on Wednesday, December 6, 2017 at 9am Pacific Time (12pm Eastern Time) for a very special and timely presentation entitled, “The Top 5 Things I’m Doing RIGHT NOW in My Practice to Survive the Changes to the Estate Planning Industry”.  This was a standing room only presentation that Phil recently presented at the WealthCounsel Symposium in Hollywood, California back in October.

During this 60-minute presentation, Phil will cover the following:

  • What key strategy Phil is implementing to consistently, predictably and regularly drive revenue into his firm each and every month (HINT: It doesn’t involve a client maintenance plan!)
  • The newest and most exciting ways to expand your firm’s services and offerings for existing and new prospective clients.
  • How to effectively weed out the time-wasters and avoid wasting precious, valuable time in new client meetings and, instead, hold successful initial client meetings with pre-screened, pre-closed leads!
  • How you can quickly and inexpensively grow your practice overnight!
  • How we can help you implement these strategies into your practice right away!

The best part of this presentation is that these strategies are tested and proven to work and are not just based on theory, as Phil continues to run a thriving practice in a highly competitive market.  You don’t want to miss this presentation!  Even if you just walk away with one solid idea to implement, it will be well worth your time and cost to attend!

“This was the best session of the conference.
This is why I joined WealthCounsel!”

– Shawn G., Esq.
Fellow WealthCounsel Member

Your registration includes: Participation on the teleconferences (including a live Q&A session) and handout materials for you and everyone in your office for just $49. The MP3 audio recording can be added on to your registration for an additional fee.

  • Program Title: The Top 5 Things I’m Doing RIGHT NOW in My Practice to Survive the Changes in the Estate Planning Industry
  • Speaker:
  • Date: Wednesday, December 6, 2017
  • Time: 9:00 am PT (12:00 pm ET)
  • Duration: 60 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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