The Living Trust Seminar Marketing Package
The Ultimate Estate Planning Seminar Marketing Starter Kit
The A to Z Guide to Seminar Marketing for Estate Planners
How to Successfully Market an Estate Planning Practice by Philip J. Kavesh
Private Group, Club & Organization Seminar Training Package
Estate Planning for Physicians Seminar Marketing Package
Personal Consultation with Attorney Philip Kavesh
“The Top 10 Estate Planning Mistakes People Make” Free Report for Clients & Prospects
Successor Trustee Seminar Package
Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package
Seminar Marketing Consultation
The 2021 Tax Reform Client Letter & Marketing Piece
Robert Keebler’s 2021 Tax Reform Client PowerPoint Presentation
Client 3-Year Review Marketing Package
INSTANT DOWNLOAD: “How to Set Your Fees”
Phil Kavesh’s SECURE Act Seminar Presentation & Marketing Package
Robert Keebler’s SECURE Act Client PowerPoint Bundle Pack
Step-By-Step Guide to The Client Referral Process
The Step-By-Step System for Setting Up Wholesale Seminars & Advisor Events
Seminar Response Form
Seminar Discount Certificate
Seminar Appointment Booking Reminder Cards
Seminar Handout: Federal Estate Tax Chart
Seminar Handout: Uniform Distribution Table
Grantor Retained Annuity Trusts Made Simple Continuing Education Seminar Marketing Package
The ABC’s of ILITs Continuing Education Seminar Marketing Package
The Little-Known “Capital Gains Bypass Trust” Continuing Education Seminar Marketing Package
Everything You Need to Know About QPRTs Continuing Education Seminar Marketing Package
The Top 22 Overlooked Uses of Life Insurance Continuing Education Seminar Marketing Package
The Top 10 Pre & Post-Mortem Planning Mistakes CPAs Make Continuing Education Seminar Marketing Package
The Top 10 IRA Planning Mistakes CPAs Make Continuing Education Seminar Marketing Package
Estate Planning 101 Continuing Education Seminar Marketing Package
The Ultimate Pet Trust Seminar Marketing Package
Estate Planning for Rental Real Estate Owners Seminar Marketing Package
Personal Residence Trust Client Seminar Marketing Package
The Top 10 Estate Planning Mistakes Living Trust Seminar Marketing Package