American Academy of Estate Planning Attorneys - Events - AAEPA

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ATTORNEYS! You're Invited: Free Teleseminar on Tuesday, August 10th
ATTORNEYS: Free Recording 		Annual Spring Summit
Highlights from 2009 Spring Summit


ATTORNEYS! You're Invited: Free Teleseminar on Tuesday, August 10th

Academy Co-founders & "The E-Myth Attorney" Co-Authors
Robert Armstrong and Sanford M. Fisch

Join Us LIVE on a Teleseminar August 10th
"7 Deadly Law Firm Mistakes
That Can Kill Your Estate Planning Practice"


Timing is everything... now is the perfect time to begin to do things differently, do things right, while others are paralyzed in the face of making the same mistakes again and again.

Learn the Secrets to Avoid These Crippling Mistakes and Transform Your Law Practice Into A Consistent 7-Figure Law Firm Business

Tuesday, August 10, 2010 at 2:00pm Pacific (5:00pm Eastern)


If you have trouble registering, call
800-846-1555 or e-mail info@aaepa.com


Be sure to register so dialing instructions can be forwarded to you.
Deadline to Register is August 9th.


Annual Spring Summit - Boston, MA

April 28 - May 2, 2010

This event is geared toward providing Academy Members the tools necessary to have a successful law practice. Topics will range from educational to practice building. To learn how to attend some of the Members Only sessions as a special guest please contact us at workshops@aaepa.com or by dialing 800-846-1555 right away!

Contact us now for the recording of an educational session from our last Summit and for more information about membership.

View The 2009 Fall BootCamp Notes by Jennifer Price
Hyatt Regency Boston
One Avenue de Lafayette
Boston, MA 02111

Detailed Agenda:

The highly anticipated Spring Summit Agenda does not disappoint! We have an entire afternoon with estate planning expert Natalie Choate where she will be discussing three separate one-hour topics. You do not want to miss this! Our Education Department will be covering a new CE Course for Family Law Attorneys, Roth IRAs in 2010 and Beyond, Pet Niche Documents and much more. We'll also have an update on social media and importance of making your online presence a priority. Don't forget the breakout room will be devoted to two days of CounselPro 6.0 training with our entire technical support team. Click here to see the entire Agenda.

Legacy Safeguard – Cocktail & Dinner Reception Sponsor
Premier Planning & NGL

Premier Planning, LLC is one of the nation’s leading consulting and marketing companies in the insurance industry. Through their expertise and commitment to excellence, they are dedicated to creating innovative products and marketing services for the life insurance industry. Premier Planning assists advisors throughout the country help their clients plan for the inevitable with the NGL Funeral Trust and Legacy Safeguard service.

DocuBank – Coffee Break and New Member Lunch Sponsor
www.docubank.com

DocuBank provides clients and hospitals with immediate access to their healthcare directives and emergency information, 24/7/365. DocuBank is Easy! The Academy has integrated the enrollment form into CounselPro, so enrolling clients is virtually effortless for your firm. DocuBank can protect all your clients, with specific ser-vices for: young families, college students, adults and the elderly, and adults with special needs. For more information on these valuable services, call us at 610 667 3524 or visit www.docubank.com.

1st Global – Financial Training Session Sponsor
www.1stglobal.com

Founded in 1992 as a diversified financial services firm, 1st Global, Inc. has grown to one of the most prominent firms of its kind working within the tax and accounting professions. Its network of affiliated Financial Advisors services individual investors, businesses and trustees of foundations, endowments, municipalities, retirement plans and other institutions.

American Veterans Care Coordination
www.homecareforveterans.com

American Veterans Care Coordination, LLC (AVCC) is an independently owned and operated company who advocates on the behalf of veterans and their surviving spouses. We are dedicated to helping the caregivers and families of veterans understand and apply for the Aid & Attendance pension benefit. AVCC partners with elder law attorneys to provide case management ser-vices to their clients throughout the entire VA process.

Response Mail Express
www.responsemail.com

The largest direct mail marketing company in the industry and now an approved Academy vendor for all direct mail seminar marketing needs. RME has marketed over 500,000 consumer seminars over 15 years and is working with Academy members NOW, getting 100-300+ seminar attendees with one mailing!



Highlights from 2009 Spring Summit in Memphis, TN

April 23-26, 2009

Memphis, Tennessee was home to the Academy's 2009 Spring Summit. The historic Peabody Hotel set the stage for one of the best Summits in Academy history! Doug Hanson's high energy keynote speech, The Road to Success and Significance, motivated attendees and kicked off the event with a highly positive tone.

The educational sessions at the Summit received high marks from Members and included Opportunities in First Consultations, Estate Planning in a Low Interest Rate Environment and both Medicaid and Special Needs topics. The Academy entered into new territory with a session on Social Media and Social Networking. This session sparked a lot of conversation among attendees and promises to be a topic that is touched upon at future events. Far and away, the most talked about session was Marketing in this New Emerging Economy. In tough economic times, this session reminded Academy members they have the tools and resources to succeed; they just need to embrace and implement them.

The Breakout Room was filled with sessions for both Attorneys and their staff. Highlights included Top Ten Shortcuts to Avoid, Initial Consultation Workflow for Staff, and Effective Use of Promotional Products. The interactive style of these sessions allowed for great feedback, sharing and dialogue among members, which is one of the greatest benefits of Academy Summits.

Members left Memphis energized and ready to return to the office and begin practicing what was learned over the week. The Academy looks forward to another great Summit in the Fall of 2009 in San Diego.


“Having the Academy's Education Department at my beck-and-call allows me to devote more time to developing my practice and bringing in more business instead of constantly reading case law and journals. Even the best publications are a month to 6 weeks behind on the law by the time I get them. With the Academy, I get the new and relevant case and tax law changes literally as they are happening! That feature alone is worth my membership fee. And even my most complex questions are usually answered within a few hours — my clients are always shocked at how fast I can resolve their issues. Now that's real customer service.”

Ronda G. — Louisiana Member