#SessionSpeaker(s)TimeVenue
1TAPER One: Mastering MedicaidDavid J. Zumpano 08:00AM-06:00PM
#SessionSpeaker(s)TimeVenue
1TAPER One: Mastering Client Attraction & RetentionDavid J. Zumpano 08:00AM-06:00PM
#SessionSpeaker(s)TimeVenue
1WHY DayPaula Friedland 08:00AM-01:00PM

TAPER One

Formerly known as Practice With Purpose

Mastering Medicaid

  • Gain knowledge of the Medicaid laws;
  • Learn the planning strategies that work;
  • Experience real-life case studies;
  • Walk-through calculation of penalty periods;
  • Distinguish crisis planning and pre-planning;
  • Get Hands-on exposure to industry-leading planning software;
  • Calculate Medicaid qualification with confidence

Back to top

Mastering Client Attraction & Retention

  • Gain knowledge of the Medicaid laws;
  • Learn the planning strategies that work;
  • Experience real-life case studies;
  • Walk-through calculation of penalty periods;
  • Distinguish crisis planning and pre-planning;
  • Get Hands-on exposure to industry-leading planning software;
  • Calculate Medicaid qualification with confidence;

Back to top

Mastering Trust Design

  • Review the fundamentals of trusts;
  • Discover iPug™;
  • Learn the Purpose and Use of Special Needs Trusts, Tax All-Purpose Trusts and
  • Completed Gift Trusts;
  • Develop skills in drafting specialized client-centered documents;
  • Work with the trust-design tool that will allow you to delegate drafting responsibilities

Back to top

Mastering Implementation

Back to top

TAPER

Tri-Annual Practice Enhancement Retreat

Opening Session

Back to top

Time is Money. Make More of Both

You may know Andy Buckley as CFO David Wallace on NBC’s hit show The Office. What you probably don’t know is that when Andy joined the show he was a wealth management advisor. If you thought managing your practice was hectic, imagine being a full-time investment banker and having a side job as Michael Scott’s boss. Andy will discuss how he used his bourgeoning celebrity to enhance his wealth management business, and how he found the time to successfully juggle two careers while maintaining a satisfying personal life. Put his insight to work for you, your practice and your life.

Back to top

Use the System to Become Number 1 in VA Benefits

Sabrina A. Scott, LWP’s Director of VA Services, will provide an introduction to the LWP 1.0 VA Benefits Application system, which is intended to walk an elder law or estate planning firm through the process of preparing and filing a claim for the VA Non-Service-Connected Disability Pension. She will explain the LWP VA workflow from initial contact to approval and beyond, as well as cover the VA forms that can be completed using LWP software. Learn how easy it can be to bring VA application preparation in-house instead of relying on a third-party to handle your clients’ VA claims.

Back to top

Internal and External Marketing, Kolbe Style

In this interactive, “get it done” marketing session, LWP attorney, Kolbe Certified Consultant and marketing superstar Nicole Wipp will work with you to create marketing messages that get results.

She will share her secret strategies and powerful marketing tool, which facilitates the conversion of marketing messages to different platforms. Nicole will also employ an interactive group exercise to demonstrate how you can use the Kolbe Index and Kolbe principles to dramatically improve your marketing and sales. (Participants are strongly encouraged to send their Kolbe results to Nicole in advance or arrange with her to take the Index.) Ultimately, you’ll learn how to effectively market your firm and avoid costly mistakes.

Back to top

Designing Into Dollars

Clients love the documents and binders you give them summarizing their plans. Unfortunately, many attorneys spend an inordinate amount of time creating these materials. With our proprietary software, plan designs can be converted into concise, easy-to-read plan summaries. This allows you to confidently delegate the task to a drafter, saving you between 10 and 40 hours a month—time more profitably spent on production, marketing or managing your firm. Our team will teach you how to use the software and master the lab’s proven binder creation process.

Back to top

Planning with ESOPs (tax deductible opportunities to buy a business and tax free options of selling it)

This presentation will address employee stock ownership plans (ESOPs), which are the only fully deductible method of buying a business. Planning with ESOPs provides a myriad of options to transfer ownership of a private enterprise with potential tax free realization by the seller, as well as the opportunity for employees to buy out the boss with the benefit of 100% tax deductible dollars. ESOPs also allow a closely held business owner to create a facility for the purchase of the business and a method to perpetuate the continued operation of the enterprise for the benefit of employees and family members.

Back to top

Become the Celebrity in Your Market

If a financial manager like Andy Buckley can become a celebrity, so can you. In this session, we’ll teach you how to set yourself apart from the competition and brand yourself as the estate planning leader in your market. We will unveil the ASK! marketing campaign, which was created by the lab, and show you how it can be integrated into every facet of your strategic marketing plan. You’re the expert in your field. Now it’s time to become the go-to estate planning “celebrity” in your community. We’ll show you how.

Back to top

Turn Funding Into a Profit Center Instead of a Problem

Funding is fundamental to the success of your clients’ plans, but can your clients actually do it on their own? Are you helping them with funding and not charging for it? We’ll show you how Simplified Outsource Solution’s customized software allows you to streamline the funding process. By using this software you can rest assured your clients’ plans will be properly funded and you’ll create a new revenue stream.

Back to top

Managing Your Emotional Wealth

Building a successful law practice (or any company) takes vision, strategy, and a lot of hard work. Unfortunately, many of us pay a steep personal price to achieve success. In this presentation, Personal Transformation Coach and Huffington Post contributor Dan Mason will give you the tools to find fulfillment and wake up each morning feeling emotionally wealthy. If you have ever felt overwhelmed trying to find the elusive “life-work balance,” this session will help you understand why and present strategies to help you set boundaries, make time for yourself and loved ones, and find greater fulfillment in the present.

Back to top

Ask the Medicaid Gurus

Join our Medicaid gurus as they discuss strategies to increase practice proficiency. Bring your questions: Our Medicaid gurus have the answers to take your practice to a higher level.

Back to top

Discover Your Passion. Make it the Center of Your Marketing

Attorney, Julie Tolek, creator of the Think Pink brand, will share her secrets about incorporating “branding with passion” into your marketing efforts. Julie’s unique perspective, which incorporates often overlooked marketing philosophies and methods, will allow you to walk away with the tools you need to implement compelling new ideas. She’ll also show you how to easily assess whether your marketing is working effectively.

Back to top

Your Dashboard for Consistent Cash Flow

The Dashboard tool is one of cornerstones of the lab’s success. It provides a concise, one-page summary of every aspect of your firm’s operation on a weekly basis. If you consistently utilize your 5 key focusers—and we hope you do—this session is for you.

Back to top

Utilize the MedQual Interview Efficiently in Your Practice

During this session you will have the opportunity to enter a true-to-life fact pattern into the MedQual Interview within the Actionstep platform. After assembling the MedQual Worksheet, Asset Protection Analysis Letter, Asset Risk Analysis and Funding Roadmap, you will learn how these valuable documents are used in the day-to-day operations of a “typical” LWP firm.

Back to top

R.A.M.P. Up Your Marketing to Nursing Homes

Attorney, CPA & LWP Member Frank Dudeck will explain his RAMP process, which he created to facilitate marketing to nursing facilities. RAMP (Research, Active Selection, Meetings, Pursuit) marketing creates a healthy supplement to seminar marketing and allows you to work with other professionals and clients at the exact moment they need your services the most.

Back to top

The Law Firm Profitability Summit™

An orchestrated Corporate Firm Retreat program customized for national law firms. In 5 hours walk out with a customized “Money Plan”™ including; a meticulous “Implementation Focuser”™ designed not to make it up, make it real and make it reoccur as it systematically outlines whose doing what and how in four months’ time span. This unique summit teaches you how to skyrocket profitability (not overhead) consistently every four months for the rest of your career. Return to your office with your team on board on Monday morning with a trackable, scalable, achievable path and plan.

Back to top

CONFIDENCE 2.0: Strengthening your confidence muscle for maximum personal impact

True confidence is internal; it is based on self value, self belief and self acceptance.  When strong, we feel free; when wavering, it sabotages our relationships, success and happiness. In this session you will gain insight and confidence to:

  • Communicate and work through conflict
  • Ask for what you really want
  • Truly value yourself (for real!)
  • Manage your emotions for impact
  • Get out of your comfort zone
  • Make mistakes without judgment

Since WHY Day is a personal development day, we will focus on building your personal sense of value and confidence so you can apply it to enhance both your personal and professional lives!

Back to top