SCHEDULE

#SessionSpeaker(s)TimeVenue
1Empowering Why DayIrina Baranov, CPCC 08:00AM-01:00PM

Mastering Systems and Processes

  • Learn the Basics of Implementing the LWP Systems in Your Firm
  • Hands-on Training
  • Live Demonstration of our Cloud-based System and Process
  • Review the Key Focusers and Reports that Will Keep Your Practice Moving Forward

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Mastering Trust Design

  • 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
  • LWP Plan Options
  • Understanding the Trust Design Template
  • Hands-on Trust Drafting in the LWPCCS Software

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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

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Mastering Medicaid for Crisis & Pre-Planning

  • Medicaid Crisis & Pre-Planning
  • Medicaid Planning Principles
  • Learn the Rules, Exceptions, Strategies and Secrets
  • Counseling and Design Issues
  • Medicaid Qualification Worksheet™
  • Spend-Down Methods & Calculations
  • Asset Protection Planning
  • Tools to Reveal Your Clients’ Real Needs
  • Value Proposition Conversation & Asset Risk Analysis™
  • Funding Table & Roadmap™
  • Checklists for Proper Planning
  • Case Studies to Determine Medicaid Eligibility
  • Hands-on Experience in a Classroom Setting

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Meet keynote speaker and expert on transformational change Scott Burrows.

Scott Burrows is living proof your life can change in an instant. A wide receiver at Florida State and kickboxing champion, Scott’s life took a dramatic turn when an automobile accident left him paralyzed from the chest down. Scott refused to be sidelined. With the clarity provided by a singular focus, Scott resolved to thrive in life by employing three principles: Vision, Mindset and Grit.

Scott’s application of these principles boosted and enhanced his recovery. After graduating from college, he qualified for the Million Dollar Round Table in the insurance and financial industry, a 100% commission- driven award achieved by fewer than 8% of agents worldwide. He became a best-selling author with his book, Vision, Mindset, Grit: How to Stand Up When Life Paralyzes You. More than 100,000 people a year attend his presentations and he influences millions more through his books, CDs and DVDs.

At TAPER Tampa, you’ll learn how applying Scott’s principles can help you transform your practice and make your firm more proficient, efficient and profitable. This is a must-see presentation for you and your team.

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Spectacular Dinner Cruise on Tampa Bay

Every day at TAPER you’ll be working hard to make your practice more proficient, efficient and profitable. Thursday night it’s time to have some fun! We’ve arranged for a private cruise aboard the 130-foot, Yacht StarShip II. We’ll cruise by magnificent mansions and Florida’s largest seaport to beautiful Tampa Bay. As you mingle with colleagues and friends, you’ll have unrivaled views of Tampa’s magnificent skyline and the stars above from the yacht’s promenade deck. Specialty food stations serving Florida’s sumptuous cuisine, a DJ with dancing, and an open bar will make for an evening to remember.
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Coach your way to a more proficient, efficient and profitable practice.

A successful practice cannot be attained without a great team. Unfortunately, law school didn’t teach you how to build one. Friday’s WHY Day will. Certified executive coach Irina Baranov, who has been featured on CBS, NBC and ABC, will share with you her proven 5 Keys of Coaching. You’ll learn the difference between coaching and simply giving instructions; how to ask “telling” questions that let people come to their own resolutions rather than solving problems for them; how to develop your own unique coaching style; and how performance can be improved by tracking progress. You’ll leave WHY Day with the knowledge and tools to create a team that runs at peak efficiency and profitability on its own, freeing up your time to pursue new clients and build a more profitable firm.

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* Prior programs have been approved for between 16-23 credits (varies by state)