If you’re like most professionals…

Your Associate and Staff Meetings
Are a Big Waste of Work Time

(That’s unfortunate, because effective meetings could actually
save everyone time and make your practice more money!)

Whether you’re an attorney, CPA, financial advisor, or insurance agent, chances are your technical schooling and CE programs never taught you how to conduct effective and efficient internal office meetings.

And, what you may not realize, is that these meetings - - done properly - - can actually save you and your co-workers time, better train and motivate them, reduce your supervision time and help you and your firm reach your goals more quickly.

Estate planning attorney, Philip Kavesh, has proven this to be true. He only goes into the office one day a week, where he holds meetings with his associate attorneys and key staff - - while he enjoys consistent, virtually passive income from his law practice.

This didn’t happen by luck. It took systems building, including a system for holding efficient and effective internal meetings.

You can do this, too.

Join Philip Kavesh on a special presentation entitled, “The Proven System for Holding Efficient and Productive Meetings with Associates and Staff”.

On this 90-minute program, you will learn:

  • Why internal office meetings, done properly, are actually a more important use of your time than meeting with clients, doing client work or virtually any other activity
  • Which meetings you should schedule regularly - - including the right and wrong days and times - - and which meetings you should avoid or eliminate
  • The 7 Key Rules for holding efficient and productive meetings
  • The specific agendas for different types of associate and staff meetings
  • How you can minimize your time in preparing and conducting internal meetings - - while maximizing the results!
  • How effective meetings will eliminate almost all your daily interruptions and make you more efficient!
  • And much more!
  • Program Title: The Proven System for Holding Efficient and Productive Meetings with Associates and 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.


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.


  1. Susan Jerome

    As the VP of Marketing and Director of Client Services for my attorney, I participated on this program and give it a 10! Thank you!

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