American Academy of Estate Planning Attorneys - Events - AAEPA

Scheduled Events


Create a Purpose and Profit-Driven Law Practice!

BE OUR GUEST: Limited Time Opportunity

Join us for our VIP Estate Planning Boot Camp

April 24 - 25, 2013
Followed by the 2013 Spring Summit
April 25 - 28, 2013
Hyatt Regency at Penn's Landing
Philadelphia, Pennsylvania

Call (800) 846-1555 or email info@aaepa.com with any questions or assistance with registering

Wednesday, April 24th - Thursday, April 25th


At this 8-hour Boot Camp, Academy co-founders Robert Armstrong and Sanford M. Fisch
will show you how to realistically add
thousands of dollars a month
in EXTRA revenue to your practice.

DO NOT DELAY! We only have a few VIP seats still available for our live Boot Camp in Philadelphia, PA. Download the Boot Camp Application now to see if you qualify to attend!

We look forward to seeing those attorneys serious about transforming their practice in April -- you won't believe where your practice will go after the conclusion of this training!

P.S. Click here to preview the Boot Camp Agenda.


2013 Spring Summit
April 25 - 28, 2013 in Philadelphia, Pennsylvania

Were you unable to attend the Fall Summit in San Diego? Don't make the mistake of missing the 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 workshops@aaepa.com or call 800-846-1555.

Detailed Agenda:
Click here to download the 2013 Spring Summit Agenda. If you have questions call 800-846-1555.

Interested in Membership? Contact workshops@aaepa.com or call 800-846-1555 to receive a recording of an educational session from our last Summit or to review past Summit agendas.


Hotel Information:
Hyatt Regency Philadelphia at Penn's Landing
201 South Columbus Boulevard,
Philadelphia, PA

2013 Spring Summit Sponsors

Legacy Safeguard - Fall Summit Reception Sponsor
Premier Planning & NGL

www.legacysafeguar.org

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.

Since 1910, National Guardian Life (NGL) has been one of America's most successful and highly rated independent mutual life insurance companies. NGL specializes in final expense planning, dental and vision insurance and funeral prefunding, with consolidated assets exceeding $2.7 Billion. NGL's success is attributed to dedication to the highest standards of quality and integrity which is reflected in every aspect of our business".

DocuBank - Cocktail Hour Sponsor - Photographer Sponsor - 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 CounselProTM, so enrolling clients is virtually effortless for your firm. DocuBank can protect all your clients' important documents with DocuBank SAFE - an on-line document storage solution. For more information on these valuable services, call us at (610) 667-3524 or visit www.DocuBank.com.

Response Marketing Excellence - Bronze Sponsor

www.rmeleads.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

BizActions is the "Best in Class" provider of e-Newsletter solutions. Our 21st century suite of e-marketing applications enables Estate Planning professionals to send customized and targeted communications that enhance client relationships, retain business and generate leads.

ElderCare Channel - Sponsor

www.eldercarechannel.com

The Eldercare Channel is a video-guided web directory and online magazine to local senior care that is designed to help our Video Hosts open up limitless avenues for potential customers to find them on the web and to help our Video Hosts stand out as their city's most knowledgeable senior care experts.

Personnel Profiling - Sponsor

www.personnelprofiling.com

Personnel Profiling Inc. provides online state of the art employment assessments. Benchmarks for key positions have been designed to match the traits in common of successful employees at other Academy firms. For more information call us at 502-895-9297 or visit www.personnelprofiling.com.


“I left an in-house counsel position at a large bank to start my own practice at a time that the bank was being prepared for a merger and my position was likely to terminate. I had no clients and only a sketch of a business plan in my head. I linked up with a couple of life insurance agents who were giving living trust seminars to prepare the documents for their customers. I was paid separately and had the clients sign a separate engagement agreement. I didn't know enough about what I was doing and needed a big jump start. I saw an ad for the American Academy of Estate Planning Attorneys and began to do a lot of due diligence. I borrowed the necessary money for the membership and to hire a very competent secretary, took the training, read the materials and started to do seminars almost immediately.

I now have a partner, an associate and a former partner who is of counsel with my firm. We are keeping 11 full-time and 2 part-time employees busy and manage to bring in close to $2M in revenue each year.”

Brad A. — Nevada Member