End 2019 with a BANG!

Join us for a 60-minute presentation and learn more about
the Top 10 Year-End Practice-Building and Marketing Strategies!

We are in the final stretch of 2019 and you might be wondering what you (and your staff) can do in these final weeks of the year to end 2019 strong and give yourself some momentum headed into the new year.

That’s why you will want to join us and our Practice-Building and Marketing Specialist, Kristina Schneider, for a special presentation entitled, “The Top 10 Year-End Practice-Building & Marketing Ideas of 2019”.

During this 60-minute program, Kristina will cover key tested and proven practice-building and marketing strategies that you can implement in these final 2 months of the year to help get you and your practice ready for 2020.

This call is primarily for estate planning attorney business owners and any support staff they may have.  Other professionals may get some ideas and benefits by attending this program; however, it is important to note that these strategies are pulled from estate planning attorney and Ultimate Estate Planner President, Phil Kavesh’s, law practice.

Your purchase includes: Downloadable PDF handout materials and MP3 Audio Recording.

  • Program Title: The Top 10 Year-End Practice-Building & Marketing Ideas of 2019
  • Speaker:
  • Duration: 60 minutes

Kristina Schneider

Practice-Building & Marketing Specialist
Kristina Schneider

Kristina Schneider is the Practice-Building and Marketing Specialist 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. 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 also served as Phil’s Executive Assistant and assisted his law firm in firm management and marketing.

Thanks to over 15 years of experience working side-by-side with Phil and in his law firm, Kristina has been able to assist numerous professionals - - and equally as important, their staff - - in the successful implementation of Phil’s systems and practice-building and marketing strategies.

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.

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