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

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Mastering Client Attraction & Retention

  • Identify communication pitfalls and learn to avoid them;
  • Learn to communicate more effectively with clients, referral sources and co-workers;
  • Develop and maintain relationships with other professionals through a systemized approach;
  • Master Client attraction through education;
  • Master client retention skills with step-by-step meeting systems;
  • Master skills by demonstration and hands-on activities to hone the skills as you learn;

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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

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Mastering Implementation

  • “Hands on” using the LWP-CCS cloud based practice management system
  • Drafting your first AP-2
  • Setting your four month goals to success

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