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Does Your Calendar Stress You Out?

Calendar and Time Management Practices to
Help You Become the Most Productive You’ve Ever Been!

Being busy is great, but there’s no point in being busy when you’re not getting to the stuff that you need to get done, which could also be impacting the quality of service you are providing (or not providing) your clients and how well you are managing your staff you’re your business.  Or, worse yet, perhaps the way you’re working has come at the expense of your sanity or health (either mental or physical—or BOTH!).

If you feel that your calendar could benefit from better organization to help you be more efficient, manage your time better, and maximize the hours you have available, then you (and your staff) will want to be sure to tune into this practical presentation by Practice Success Coach, Kristina Schneider, entitled, “How to Properly Set Up Your Calendar for Success”. 

During this 66-minute presentation, Kristina will share with you:

  • The top ten calendaring mistakes people make 
  • Why every day may feel like a fire drill—and how to make it stop! 
  • How to setup a template for your calendar to maximize your workday and workweek
  • How to create tested and proven systems and procedures to avoid unwanted interruptions—from both your clients and your staff
  • Ensuring that you have all of the necessary meetings you need on the calendar (including the best days and times to hold these meetings)
  • Creating boundaries and rules around scheduling and calendaring to prevent unnecessary chaos and disorder throughout your day
  • How to implement the “U & I” Rule for your entire office to help improve overall office efficiency
  • Proper calendar management and coordination to ensure minimal cancellations and rescheduling—including who should be managing your calendar (HINT: it shouldn’t be YOU!)
  • The most often overlooked important calendar item that most people are missing!
  • And much more!

This program is primarily for estate planning attorney business owners and their support staff; however, other professionals (and their staff) may definitely benefit by attending this program.   

Your purchase includes an instantly downloadable video and audio presentation, PDF handout materials, and accompanying exhibits.  You get all of this and more for your office for just $249.  A PDF transcript is available as an add-on for an additional fee. 

  • Program Title: How to Properly Set Up Your Calendar for Success
  • Speaker:
  • Duration: 66 minutes

Purchase

Includes: MP4 Video (and Audio) Recording of Presentation plus PDF handout materials and Exhibits.

NOTE: PDF Transcript available as an add-on for an additional fee during checkout.

SKU KKS011025IDP

ABOUT THE SPEAKER

Kristina Schneider

Practice Success Coach
Kristina Schneider

Kristina Schneider is a Practice-Success Coach for The Ultimate Estate Planner, Inc. Her primary responsibility involves consulting and assisting estate planning attorneys on a variety of practice-building and marketing strategies taught by nationally renowned estate planning attorney, Philip Kavesh. Kristina graduated from Pepperdine University with a Bachelor’s degree in Business Administration and is currently pursuing her Masters in Business Administration (MBA) degree from Pepperdine’s Graziadio Business School. Immediately following her graduation, she was hired by Phil and Phil’s law firm, Kavesh, Minor & Otis, to help put together live training programs for estate planning attorneys and financial advisors. Additionally, she…

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.