Scheduled Events
Featured Content
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ATTORNEYS! BE OUR GUEST: Limited Time Opportunity ATTORNEYS: Free Recording |
Annual Fall Summit Highlights from 2010 Spring Summit |
BE OUR GUEST: Limited Time Opportunity
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Wed, October 6th - Thu, October 7th
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ATTORNEYS! Free Recording Offer!
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Our transformational August 10th Teleseminar Timing is everything... so, we decided to give you a second chance, so you don’t miss another golden opportunity to learn how to begin to do things differently, do things right, while others are paralyzed in the face of making the same mistakes again and again. Request the August 10, 2010 Free Recording If you have trouble registering, call 800-846-1555 or e-mail info@aaepa.com |
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Annual Fall Summit - San Diego, CA |
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October 7 -11, 2010This 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 more information about attending the Fall Summit and Membership. |
 Catamaran Resort Hotel & Spa 3999 Mission Blvd. San Diego, CA 92109 |
Detailed Agenda:The highly anticipated Fall Summit Agenda does not disappoint! We have trust and estate litigation expert Adam Streisand of Loeb & Loeb presenting an estate planner’s field guide to malpractice. Our Education Department will be covering Drafting Trusts to Hold Retirement Benefits, 2010 Tax – What To Do and How To Do It, ABC Trusts and much more. Academy Co-Founders, Robert Armstrong and Sanford M. Fisch, will update the Membership on Search Engine Optimization and Social Media. We'll also have our Member Success Stories session where select Members share major achievements in marketing, client retention strategies or practice management. Don't forget the breakout room will be devoted to two days of marketing and practice management training with our Practice Building Consultants. Click here to see the entire Agenda. | |
Legacy Safeguard – Cocktail & Dinner Reception Sponsor
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DocuBank – Coffee Break and New Member Lunch Sponsor
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1st Global – Financial Training Session Sponsor
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Highlights from 2010 Spring Summit in Boston, MA
April 29 – May 2, 2010
Boston, Massachusetts was home to the Academy's 2010 Spring Summit. Jaynie Smith’s keynote speech, Creating Competitive Advantage, set the tone for the Summit. Her session instantly had Members analyzing their firm and how to distinguish themselves.
The educational sessions at the Summit were among the best in Academy history. The Academy was privileged to have an entire afternoon with Natalie Choate, the leading speaker on estate and distribution planning for retirement benefits. Her sessions included Understanding the Minimum Distribution Rules, Death and Taxes: The Inherited Retirement Plan and 194 Best and Worst Planning Ideas for Your Clients Retirement Benefits. The Academy updated the Membership on the importance of Social Media and Social Networking. This session sparked a lot of conversation among attendees and is a topic that will be touched upon at future events.
The highly anticipated introduction and training of CounselPro™ 6.0 was presented to the attendees in the Breakout Room. The newest version was met with overwhelming enthusiasm from Members’ firms. It allowed for great feedback, sharing and dialogue among members, which is one of the greatest benefits of Academy Summits.
Members left Boston 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 2010 in San Diego.
“The marketing is ingenious. Stick with the call-to-action marketing at least until you are very well established in the community. It is tried and true and will give you a steady flow of clients. The same is true of the seminar presentation. Whenever another attorney tells me he or she is thinking about doing seminars, I encourage them to do it because I know they will spend a lot of money to get a few people into a seminar where they will give a disjointed, lengthy seminar all the while talking over the heads of the attendees. They will not quote fees or come to a proper close and will realize few if any clients as a result. My results are the complete opposite.
The documents are complete and without rival. The education is superb as is the customer service, collegiality and professionalism.”