Practice With Purpose 2018

Agenda

Monday, June 4 (8:00 AM – 6:00 PM) | Mastering Medicaid

  • Medicaid Crisis & Pre-Planning
  • Medicaid Planning Principles
  • Learn the Rules, Exceptions, Strategies and Secrets
  • Medicaid Qualification Worksheet™
  • Spend-Down Methods and Calculations
  • Value Proposition Conversation & Asset Risk Analysis™
  • Funding Table & Road Map™
  • Case Studies to Determine Medicaid Eligibility
  • Hands-On Experience in a Classroom Setting

Tuesday, June 5 (8:00 AM – 6:00 PM) | Mastering Client Attraction and Retention

  • Business Rationale – “What’s in it for Me?”
  • The LWP Business Model
  • The LWP Relationship Management System™
  • Identify Allied Professionals in Your Market
  • The LWP Client Enrollment System™
  • LWP Workshop Training
  • Case Studies and Activities
  • Communicate Your Value in the Marketplace
  • Communication Skills to Increase Your Value to Clients and Allied Professionals
  • Social Styles Analysis
  • Experience LWP’s Cloud-Based Workflows

Wednesday, June 6 (8:00 AM – 4:00 PM) | Mastering Trust Design and Planning

  • Trust Fundamentals
  • Four Levels of Estate Planning: Traditional, Asset Protection, Benefits Eligibility, and Estate Tax Planning
  • Estate Planning Documents
  • Revocable Living Trusts
  • iPug™ Trusts
  • Special Needs Trusts
  • Non-Grantor Trusts
  • Effective Design Strategy and LWP Plan Options
  • Understanding the Trust Design Template
  • Hands-on Trust Drafting in the LWP-CCS Software
  • Additional Training Using LWP’s Cloud-Based Workflows
  • Planning Tools and Strategies to Implements in Your Practice: “Planning for Success!”