The Academy is committed to maintain and improve its position as the most valuable membership organization for estate planning attorneys — the "Total Solution" for its members' business and professional needs. |
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| EVENT |
Spring
Summit 2005 |
| WHEN |
May
11 - 15, 2005 |
| WHERE |
Eden
Roc, Resort & Spa
4525 Collins Avenue
Miami Beach, FL 33140
Reservations: (800) 327-8337 |
| PURPOSE |
Academy
events are designed to teach estate planning attorneys the basics
of a successful law practice, focusing on business systems and
estate planning education. |
|
HOW
TO
REGISTER |
You
must be an Academy member to register for this event. Your decision
to join the Academy is an investment you won't regret. Send
your name and phone number in an e-mail message to: information@aaepa.com |
Quick
Links:
> Wednesday,
May 11-12: Core Curriculum
> Thursday, May 12: 1st Global Financial Services
Training
> Thursday, May 12-15: Main Summit Event
| Optional
Training Sessions |
Wed.
May 11, 2005 -
Thurs. May 12, 2005 |
Core
Curriculum II
$195/Seat |
Wednesday:
All Day
Thursday: Half Day |
Basic
Estate Planning
Review of Internal Revenue Code and DAP Documents
Speaker: Dennis Sandoval
&
Steve
Hartnett |
| 1st
Global Financial Services Training
|
| Thurs.
May 12, 2005 |
Financial Services Training |
| This
session covers product information as well as sales
skills and training on handling this workflow in your
law firm. This session is open to members registered
with 1st Global. If you are NOT registered with 1st
Global and wish to attend, please email jennifer@aaepa.com. |
|
| 8:30am
– 9:30am |
Case
Successes
Discussion/Input
Marketing material used in seminars given
Speaker: Al Prentice |
| 9:30am
– 10:00am |
IMS
platform
Speaker: Al Prentice |
| 10:00am
– 10:15am |
Break |
| 10:15am
– 11:15pm |
Wells,
MoneyGuard
Speaker: Al Prentice |
| 12:00pm
– 1:00pm |
Lunch
|
| 11:15pm
– 11:30pm |
Discussion/Close
Speaker: Al Prentice |
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| Thurs.
May 12, 2005 |
State
of the Academy and Membership |
| 1:00pm
- 2:00pm |
Welcome:
State of Academy
Speakers: Robert Armstrong
and Sanford Fisch |
|
5 Minute Break |
| 2:00pm
– 3:15pm |
What’s
New at the Academy!
Speakers: Robert Armstrong
and Sanford Fisch |
15 Minute Break |
| 3:30pm
– 4:30pm |
Member
Success Stories |
5 Minute Break |
| 4:30pm
– 6:00pm |
Member
Success Stories |
| 6:30pm
– 9:00pm |
Cocktail
Gathering |
| Fri.
May 13, 2005 |
Main
Session |
Breakout
Session |
| 8:00am—10:00am |
Generation
Skipping
Speakers:
Steve Hartnett |
Working
with the Disabled
•
Communicating with the Disabled Adult and Competency Issues
Speaker:
Nicole Livingston |
| 10:00am—10:15am |
Break |
| 10:15-Noon |
Employment
Law for Your Firm
•
Employee Handbooks, Why Have Them and What's In Them
• Now that I have employees...How do I keep them?
Speakers:
Don Phin, HR That Works |
Direct
Mail Planning and Execution
Speaker:
Lloyd Slovon, Direct Response |
| Noon-2:00pm |
Lunch Break for Main Room
FINANCIAL DATABASE MEETING FOR MEMBERS
WHO HAVE SUBMITTED 2004 FINANCIALS
12:00pm - 2:00pm |
| 2:00pm-3:15pm |
Estate
Tax Repeal & Other Legislation
Speaker: Guest Speaker |
Marketing
Discussion
•
Bring items or samples that have generated SUCCESS to this
meeting
Speaker:
Jennifer Price |
| 3:15pm—3:30pm |
BREAK |
| 3:30pm—5:00pm |
6
Ways a Company can Insure an Owner
Speaker:
David
Scott, J.D., CFP Penn Mutual Speaker |
About
Hiring or Employee Surveys (?)
Speaker:
Linda Winlock, Personnel Profiling, Inc. |
| 5:30pm-8:00pm |
 ACADEMY
SOCIAL EVENT: TIKKI BEACH VESSEL
Cost: $100, purchase tickets on the event registration form |
| Sat.
May 14, 2005 |
Main
Session |
Breakout
Session |
| 8:00am—9:45am |
Magical
Mystery Tour Naming an IRA as a Beneficiary
Speaker:
Dennis Sandoval |
Working
With Your Web Leads
•
Steps taken in our office....
Speaker:
Todd Schmitz and Member Services |
| 9:45am—10:00am |
BREAK |
| 10:00am—Noon |
Living
Trust Review Workshop
Speaker:
Robert Armstrong |
| 12:00pm—2:00pm |
Lunch Break for Main Room
Board of Governor’s Lunch
New Member Lunch Sponsored by DocuBank
|
| 2:00pm—3:45pm |
Business
Succession Segment
•
Inheriting "fairly" doesn't always mean "equally"
Speaker:
Dennis Sandoval |
Trust
Review Seminar Marketing
•
Review Letters, Forms, Evals
• Identifying the target market
Speaker:
Jennifer Price |
| 3:45pm—4:00pm |
BREAK |
| 4:00pm—5:00pm |
Understanding
the Reality of Your Financial Future
•
Every member should attend for your own financial benefit
Speaker:
Nationwide Insurance
|
Top
10 CATS Reports Members Use
•
Participants should bring samples to this Summit
Facilitator:
Susan Russel |
| 5:00pm—6:30pm |
ROUNDTABLE DISCUSSION
MEMBERS ONLY
TOPIC: TBA |
| Sun.
May 15, 2005 |
Main
Session |
| 8:00am—10:00am |
Update
on Ethics Cases & Panel Discussion On Client Files
Speaker:
Dennis Sandoval |
| 10:00am—10:15am |
BREAK |
| 10:15am—Noon |
NEW!
Personal Injury / Special Needs Trust CE Seminar
Speaker: Dennis Sandoval |
| 12:00
Noon |
END OF Academy Fall Summit 2005
Drawing from Daily Evaluations |
[back
to top of page]
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“The Academy has been the difference between my law practice being a success and not being a success. It has allowed me to support my family. ” John K. — South Carolina Member
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