Motivate Over 80%
of Your Seminar Attendees to
Book an Appointment with You
- - Right at the Seminar!

Most people believe that the reason some seminar speakers are more successful than others is that they’re charismatic, good-looking, or have a pleasant voice. No doubt, those attributes all help, but there are a number of deeper reasons why some seminar speakers are successful and others aren’t.

Put simply, those who are successful speakers have mastered the smaller details of the science of persuasion.

And anyone can learn these details and become effective speakers, regardless of their charisma, looks or voice.

If you’re not already booking appointments with over 80% of your seminar attendees, right at the seminar (or are thinking about giving seminars), join us and nationally renowned estate planning attorney and seminar expert, Philip Kavesh for a very special presentation entitled, “Successful Speaker Presentation Techniques”.

On this 90-minute program, you will tap into the over 30 years of presentation experience, at thousands of seminars, of one of the most energized and effective speakers in the estate planning industry.  In particular, Phil will cover in detail:

  • How to most effectively lay out the contents of your seminar - - the right stuff and in the right order
  • The key part of a seminar that most speakers fail to think through and budget enough time for (and winds up killing their results!)
  • The portions of a seminar that the speaker must commit to memory or “script” (only about 10 to 20 minutes that make all of the difference in your results) - - and how to do this easily and effectively
  • The very first things you must always do when you arrive at your seminar venue
  • How to calm your pre-seminar jitters and start strong and confident
  • What to do with your eyes, your voice, and even your hands and feet while you’re speaking!
  • How to keep on track and on time while you’re speaking
  • When and how to use humor - - and not!
  • What to do when you forget something or make a mistake!
  • How to properly use the Question & Answer period at the end, so you make more appointments
  • How to use a special Certificate, and other “props” to boost your results
  • Whether you should talk about your fees and how
  • And much, much more!

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: Successful Speaker Presentation Techniques
  • 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 third 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:

The price for each program is $349, but you can get all three programs in the series for just three monthly payments of $249 (a total savings of $300!). For more information about the series and to take advantage of this special bundle price for registering for all 3 programs, click here.