Are Your Seminars Losing Potential Revenue
Because Your Staff Isn’t Taking the Necessary Steps
Before, During & After Each Seminar?

You could be one of the best estate planners, one of the best public speakers, or even one of the best marketing minds, but when it comes to successful seminars, if you don’t have the proper staff support and preparation before, during and after the seminar, your seminar marketing results will suffer.

The science behind successful seminar marketing comes with a very clearly defined set of procedures to follow, many of which must be attended to by your staff. These steps are key to ensuring that not only does the seminar run smoothly, but that you actually get enough people to the seminar, make appointments right at the seminar, and follow up with leads after the seminar, so that they actually show up for their appointments and engage you.

You can spend hours and hours of costly trial and error to figure out all of these steps and procedures on your own - - or, you can spend just 90 minutes with someone that has over 30 years of experience in successful seminar marketing.

Join us and nationally renowned estate planning attorney and seminar expert, Philip Kavesh, for a very special presentation entitled, “Proper Staff Support - - The Days Before the Seminar, During the Seminar & Immediately Afterwards”.

On this 90-minute program, Phil will cover in detail:

  • How to select and train the right staff members to manage your seminar marketing and set up and facilitate your seminars
  • What the seminar facilitators’ tasks are and how to determine how many should be at the seminar
  • Which staff tasks can be farmed out to third-parties and which shouldn’t be
  • The critical day before “packing list” that must always be used (so you don’t lack that one thing you’ll need when “Murphy” shows up at your seminar)
  • How to set up the seminar room for maximum results
  • What the facilitators should say and do at the seminar - - and not say and do - - so you make appointments with over 80% of attendees, right there at the seminar!
  • Key follow-up steps after the seminar, which will directly impact your profit (or loss!)
  • What reports must be generated the day after, a week after, and a month after - - so you can hold everyone accountable and continue to perfect your system and results!

Your purchase includes: Downloadable PDF handouts and MP3 audio recording. You can also add on the PDF transcript to your purchase during the checkout process for an additional fee.

  • Program Title: Proper Staff Support – – The Days Before the Seminar, During the Seminar & Immediately Afterwards
  • 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.

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This program is the second installment of a special 3-part series entitled, “Everything You Need to Know About How to Successfully Plan, Market, Facilitate & Present Successful Estate Planning Seminars”. This series will give you everything you need to know about how to put on effective and successful seminars for your practice and includes the following 3 programs:

For more information about the series and to take advantage of this special bundle price for purchasing all 3 programs, click here.