Were you unable to attend the Fall Summit in San Diego, California? Don’t make the mistake of missing our Spring Summit, too! Academy Summits are the cornerstone of Membership – where the most successful and entrepreneurial estate planning attorneys from across the country gather. Academy Summits cover educational, practice management, and marketing topics.
To learn how to attend some of the Members Only sessions as a special guest, please contact us at email@example.com or call 800-846-1555.
The Spring Summit Agenda is coming in early 2015. Click here to see the 2014 Fall Summit Agenda
Curious about previous Academy Summit Agendas? Interested in Membership? Contact firstname.lastname@example.org or call 800-846-1555 to receive a recording of an educational session from our last Summit or to review past Summit agendas.
If you are interested in Membership or have any questions, call 800-846-1555.
Matson Money – Cocktail Party Sponsor www.matsonmoney.com
Established in 1991, (as Matrix Asset Allocation, Inc.) Matson Money is a full service Registered Investment Advisor firm offering asset management services through independent financial professionals nationwide. Our unique approach to investing is firmly grounded in Nobel-Prize winning financial and economic principles. We believe that every investor should understand and feel confident about their investment approach.
Premier Planning – Breakfast and Lanyard Sponsor www.premierplanning.com
Bryan W. Adams and his team have been a long time partner of the Academy. Premier Planning 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 to help their clients plan for the inevitable with Funeral Trusts, life insurance and the Legacy Safeguard service. Speak with them to learn how you can increase your revenue and complete your clients estate plan by offering turn-key insurance and risk assessments.
DocuBank – Coffee Break and New Member Lunch Sponsor www.docubank.com
DocuBank is a complete document access service for your clients. The DocuBank Emergency Wallet Card provides hospitals with immediate access to your clients’ health-care directives and emergency information, 24/7/365. DocuBank SAFE provides a secure online location where you and your clients can store all vital documents. The DocuBank enrollment form is integrated into Counsel-Pro™, so enrolling clients is virtually effortless for your firm. For more information on these valuable services, call them at (610) 667-3524 or visit www.DocuBank.com.
ElderCare Channel – Sponsor www.eldercarechannel.com
The Eldercare Channel is a video-guided web directory and online magazine for local senior care providers. It is designed to help Video Hosts open up limitless avenues for potential customers to find them on the web and stand out as their city’s most knowledgeable senior care experts.
RME 360 – Coffee Break Sponsor www.RME360.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 for over 15 years and is working with Academy members.
BizActions – Coffee Break Sponsor www.bizactions.com
More than just an eNewsletter—your complete branding, marketing, communication, and business development solution! BizActions is the “Best in Class” provider of eNewsletter solutions. Their 21st century suite of eMarketing applications enables Estate Planning professionals to send customized and targeted communications to enhance client relationships, retain business, and generate leads
Signa Digital Solutions – Coffee Break Sponsor www.gosigna.com/
Signa Digital Solutions is an office equipment supplier of Canon, HP, Samsung copiers and printers. They also provide security software for document management, document retrieval and document cost analysis. Signa has reduced typical clients cost of printing by 30%.
MCM LLP – Sponsor www.mcmcpa.com/
As the largest CPA firm in Kentucky, MCM LLP provides specialized tax, audit and advisory services to a broad range of clients and industries. Privately and publicly held businesses, not-for-profits, small businesses and individuals across the region and country receive personalized attention from national-level talent. MCM combines the technical and industry expertise of larger firms without sacrificing the amenities of a local firm. MCM has offices in Louisville, Lexington, and Frankfort in Kentucky, as well as in Jeffersonville, Indiana and Cincinnati, Ohio.
Smart Deeds – Sponsor www.smartdeeds.com
When an expert is what you require we are there every step of the way. Experience you can trust, know-how you can depend on. Since our inception in 1997, SmartDeeds has prepared and recorded over 1 million deeds. Our secure & efficient solutions are available in all 50 US States. SmartDeeds teams industry experts with innovative technology to deliver fully secure and compliant solutions. We guarantee our clients UPL and CFPB compliance, so you can concentrate on growing your business, not regulations.
Free Academy Membership Info Kit
Interested in learning more about Membership in the Academy? Just fill out the simple request form for us and we’ll send you a packet of information about the Academy services and programs that our Members have access to every day.