American Academy of Estate Planning Attorneys - Events - AAEPA

Scheduled Events

Featured Content

Initial Consultation Training
Free Recording Available Online
Annual Spring Summit
Annual Fall Summit

Initial Consultation Training
February 11, 2012 in Las Vegas, Nevada

Advanced Initial Consultation Mastery and Strategy
And for the First Time Eve. . .
Trust Administration—Initial Consultations


Saturday, February 11, 2012
Mirage Hotel, Las Vegas
First Seat: $955, Additional Seats: $475

Acclaimed Sandler Trainer
Guru Ganesha Khalsa

To Register for This Exclusive Training, Call 800-846-1555 to
Secure Your Seat!

Who Should Attend?

  • Attorneys handling consultations, whether you've been through the training or not… staying in this conversation means a lot to the bottom line
  • Anyone working with clients, in a position to uncover another service or a future service (advanced planning identification, making sure that TA/Probate work comes back in later, or perhaps systematizing the referral conversations with clients)

Click here for a PDF flyer that includes the agenda and hotel information


ATTORNEYS! Free Recording Available Online Now!


Academy Co-Founder &
E-Myth Attorney Co-Author Sanford M. Fisch

Did You Miss the Boat or Want to Hear it Again?
"How to Get a Yes or a No (and No is OK)
Before the Estate Planning Consultation Ends"

      You'll Learn:
    • How to keep control of the meeting
    • How to stop talking more than the prospective clients
    • How to uncover the real issues and fears that caused your prospective client to set the appointment
    • How and when to discuss money and not waiver on the fees tied to specific services you provide
    • How to get a hug and retainer at the end of the meeting

Don't Let This Opportunity Pass You By!

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


2012 Spring Summit
May 3 - 6, 2012 in Williamsburg, Virginia

This event is geared toward proving Academy Members the tools necessary to have a successful law practice. Topics will range from education to practice management.

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:
Coming Soon!

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:
Williamsburg Lodge
310 South England Street
Williamsburg, VA 23185

2012 Fall Summit
October 4 - 8, 2012 in San Diego, California

Are you unable to attend the Spring Summit in Williamsburg? Don't make the mistake of missing the Fall Summit, too! Academy Summits are the cornerstone of Membership – where the most successful and entrepreuenrial 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:
The Fall Summit agenda will be posted after the 2012 Spring Summit in Williamsburg.

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:
Catamaran Resort Hotel & Spa
3999 Mission Blvd.
San Diego, CA 92109

“In the early days, I would have said that the marketing systems and tools had the greatest impact because they allowed me to build and sustain a full time estate planning practice very quickly. But now, I believe the greatest impact is the relationships I have formed with Academy staff and other members, all of whom always come through in providing any assistance or advice I need in managing my practice. My entire practice today is as a result of my membership in the Academy. I can't imagine doing it any other way.”

Wes G. — Kentucky Member