Presenting Speakers

Conference Agenda

  • PWP - Day 1


  • PWP - Day 2


  • PWP - Day 3


  • TAPER - Day 1


  • In today’s constantly changing culture, success depends on your ability to make the challenges inherent in change work to your advantage. Rolfe Carawan uses time-tested principles, humor and wit to provide audiences around the world with the insight they need to successfully transition through change, transform human behavior, build unified teams, and overcome generational gaps. Over the course of 30 years, Rolfe has motivated and coached Fortune 500s, tech companies, healthcare providers, and non-profits—some 750,000 people in all. You’ll leave this compelling presentation with powerful new ways of thinking that will allow you to energize and increase employee performance during tough times; foster employee and client loyalty; overcome fears and false beliefs that hamper success; and enjoy increased confidence, engagement and profitability through effective transition. What a way to kick off our transformational TAPER in the Big Easy!

  • To stand out from your competition you need a consistent brand and an understanding of your “bucket” options: branding, advertising, digital elements, website, and social media. This session will utilize multiple examples to explore all of these topics and more. We encourage you to bring your current marketing plan to the session and see how it compares to the tools and strategies being discussed. You’ll leave with the insight you need to enhance your brand, get the most bang for your marketing buck, and become the go-to firm in your market.

  • In this informative session you’ll learn the legal/technical aspects of special needs planning, including how to properly draft first and third party special needs trusts as well as testamentary trusts. You’ll also learn how to give a proven, stand alone presentation about special needs planning and the most effective strategies for marketing this service to prospective clients. By the end of this session you’ll have the knowledge, strategies and confidence necessary to add special needs planning to your mix of customized services.

  • Your Money Code—the way you think and feel about money—dramatically impacts your leadership, efficiency, income, and team. Ultimately, cracking your Money Code allows you to ask for and receive the full value of the legal expertise you provide your clients (the true value of your services may shock you!). In this transformational session you’ll learn to identify and eliminate “money leaks” that limit your revenue and productivity. You’ll also work hands-on with valuable tools like the Money Personality Assessment, the Empower Your Voice Around Money Exercise, and the Fields of Impact Exercise. If you want to work less and earn more—and who doesn’t—this session if for you.

  • You asked for it, you got it. Here’s your chance to ask LWP attorneys and team members anything you want. No topic is off limits: marketing, sales, systems, operations, hiring/firing, cash flow, what do the mixologists put in the Hurricanes at Pat Obrien’s... the possibilities are limited only by your imagination. You’ll also hear from veteran members about how they’ve used LWP systems and strategies to overcome obstacles and make their firms more efficient and profitable. We expect this session to be as raucous as the French Quarter on New Year’s Eve. Bring your curiosity.

  • TAPER - Day 2


  • New rules regarding VA benefits were implemented last October. During this session you’ll learn how these changes impact your clients, how the VA has been applying the new rules, and how the VA’s forms have changed. You’ll work hands-on with our Director of VA Services to accurately and efficiently fill out the new VA qualification worksheet. Whether you’re new to veterans benefits planning or unsure how the new rules will impact your practice, you don’t want to miss this session.

  • Add value and stand out from your competition by offering clients a greater array of customized trusts, including CGTs, ILITs, SNTs, Family/Marital Trusts, Pet Trusts, and more. You and our Legal-Technical Attorney will walk through LWP’s state-of-the-art drafting software to properly allocate assets to different trusts and subtrusts—quickly, efficiently, profitably. You’ll also learn what to ask clients during design meetings and “insider” tips and tricks from the Lab to handle more unique client fact patterns. By session’s end you’ll be able to use the LWP-CCS to provide clients with customized (and lucrative) trusts to address their specific needs.

  • Unleash the power of ActionStep to customize and streamline your firm’s workflow. We’ll focus on workshop and activity matters, marketing, pulling reports and, time permitting, managing RMS. You’ll have the opportunity to walk through the actual generation of various reports with our team. In addition, you’ll be able to augment your newfound skills after TAPER with our series of ActionStep training webinars.

  • Set your goals and develop your plan for a profitable 2019. You and your team will learn how to use Brainstorming Sprints, the Money Plan, the Four-Month Focuser, the Implementation Focuser and the Project Focuser to gain an understanding of, and take responsibility for, your 2019 goals. At the end of the retreat you’ll be ready to take a proactive rather than reactive approach to achieving all of your goals this year.

  • TAPER - Day 3


  • “How do I succeed?” is the first question most new members ask us. However, the questions that actually lead to success are “Who am I?” and “Who are the members of my team?” Dave Zumpano returns to host WHY Day after an 18-month absence. He will help you discover answers to these fundamental questions and understand the critical distinction between Who and How. Dave will incorporate everything you leaned in your firm retreat on Thursday and outline the seven essential skill sets every successful firm needs. Then, he’ll lead you through a series of hands-on activities designed to help you and your team discover your unique abilities and what it is that makes each of you you. By the end of WHY Day, you’ll have: a clear understanding of your top five goals for the next 12 months; a model for engagement between team members to achieve goals; a detailed agenda and strategy to hold an effective quarterly retreat in June; and finally, your Whos will be identified and engaged so that they can achieve the How. Success isn’t about what you know, it’s Who you know.

Click Here to Download a Copy of the TAPER Schedule

Tougher Than the Times: Thriving Through Change and Challenge

Keynote Speaker Rolfe Carawan

In today’s constantly changing culture, success depends on your ability to make the challenges inherent in change work to your advantage. Rolfe Carawan uses time-tested principles, humor and wit to provide audiences around the world with the insight they need to successfully transition through change, transform human behavior, build unified teams, and overcome generational gaps.

Over the course of 30 years, Rolfe has motivated and coached Fortune 500s, tech companies, healthcare providers, and non-profits—some 750,000 people in all. You’ll leave this compelling presentation with powerful new ways of thinking that will allow you to energize and increase employee performance during tough times; foster employee and client loyalty; overcome fears and false beliefs that hamper success; and enjoy increased confidence, engagement and profitability through effective transition. What a way to kick off our transformational TAPER in the Big Easy!


Sheraton New Orleans

WHERE
Sheraton New Orleans
500 Canal St.
New Orleans, LA 70130
(504) 525-2500

WHEN
Monday-Friday
March 25-29, 2019


Reserve Your Space

Thank You To Our Sponsors


Sponsorship Options

Become a Sponsor at TAPER New Orleans!

TAPER is the perfect place for your business to connect with many of the finest Estate Planning and Elder Law attorneys throughout the country!

Discover more about our sponsorship options in our sponsorship brochure and request more information on becoming a sponsor at the upcoming event.


Join Us for a French Quarter Jazz Dinner!

Join Us for a Jazz Dinner in The Big Easy!

Laissez Les Bons Temps Rouler!

Join us and your fellow LWP members for a night of delicious food, drinks, and jazz — we’ll be enjoying a cajun-themed dinner, live music, and open bar at the Maison Bourbon Jazz Club. We can’t wait to see you there!

RSVP by March 12

Reserve Your Space »

Hotel Accommodations

Sheraton New Orleans

500 Canal St.
New Orleans, LA
(504) 525-2500

Conference Rate: $199/Night
Book Your Room »


Ground Transportation

Estimated Taxi Fare
$36 (One Way)