Too Much to Do and
Not Enough Time to Do It?

That seems to be the plight of every professional (and his or her staff).  But, what if you could work less, lower your stress, and enjoy more time off - - while also getting more done and making more money?

It is possible, through better time management.

Unfortunately, lots of experts preach about “time management” but it’s easier said than done.

Fortunately, you now have the opportunity to learn proven time management techniques from a fellow estate planning professional who has worked in the trenches, just like you, and has developed a model, successful practice.

Join us and nationally renowned estate planning attorney and Ultimate Estate Planner President, Phil Kavesh, on a one-of-a-kind, information-packed, literally life-changing program entitled, “A Proven Time Management System for Estate Planning Attorneys (As Well As Other Professionals & Your Staff!)”.

On this 90-minute program, you will learn:

  • How to handle the 7 biggest time wasters that, left unchecked, will derail your practice
    • Interruptions (both by your staff and by you!)
    • Your computer (e-mail, list servs, typing or revising documents, etc.!)
    • Phone calls (from outside the office and within it!)
    • Meetings (not only those consciously on your calendar, but those you subconsciously hold throughout the day!)
    • Billing (and collecting!)
    • Traveling in your car (and not just commuting, but going to lunch, off-site meetings, etc.)
    • A whole host of “feel good” activities (that you do every day but don’t reflect your priorities!)
  • How you give up control of your time to everyone else and how to regain (or for the first time ever gain) control!
  • The 3 simple, yet completely misunderstood requirements for setting up an effective time management system for you and your staff
  • How to manage your time by managing others in a way that’s not harsh, rigid, or discourteous
  • How to get your staff to willingly “buy-in” to your new time management system and help you stay on track

No matter whether you’re a CPA, financial advisor, insurance agent, or estate planning attorney, you can’t afford to miss this presentation!  And, if you have an Executive Assistant or other key staff person, you will definitely want him or her to attend this program with you.  Even if you just marginally increase your and your staff’s efficiency, this call will be well worth the cost!

  • Program Title: A Proven Time Management System for Estate Planning Attorneys (As Well As Other Professionals & Your Staff!)
  • 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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