Every January, estate planning attorney and Ultimate Estate Planner President, Phil Kavesh, holds a firm kickoff meeting!

This meeting is intended to bring everyone in the firm together to review how the firm did the year prior, understand better what it is that his firm does and its objectives, establish firm goals for the coming year, and better understand how each person in the firm’s role is important to accomplishing those goals.  If you haven’t done so already, here’s a link to an article Phil wrote about how he conducts these meetings.

We are providing to you a model of Phil’s PowerPoint slides to work off of and create your own firm kickoff meeting presentation.

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