Academy Events Agenda

American Academy Practice Building Boot Camp

For over 25 years, the Academy has offered Boot Camp training to Members and VIP Guests that covers all 11 Systems a successful estate planning practice – and a happy law firm owner – need in place.

The 8-hour Boot Camp will be led by the founders of The American Academy of Estate Planning Attorneys, Robert Armstrong and Sanford M. Fisch. These esteemed speakers are also the co-authors of The E-Myth Attorney.

Whether or not you opt to join the Membership during the Summit event, you’ll go home from this Boot Camp with the outline of every system you need to have in place to take your practice to new levels of success. Ask us how you can qualify to be a VIP Guest.

What You’ll Learn at the Academy’s Boot Camp:

• The fundamental systems to have in place in your practice to take your level of success and overall satisfaction to a new level
• How to diversify your Law Firm Marketing efforts and which tools you can create yourself or borrow from the Academy to generate a steady stream of new clients and revenue from existing clients
• How to ensure you have the right people in the appropriate jobs in your firm. This one session reveals how crucial your people are when it comes to establishing your firm culture and how your clients experience your practice.
• How to review your financials and use your P&L as a tool to navigate your firm to the next level of success, defined by you
• Whether or not adding financial services to your practice makes sense, and what the rules are if you do.
• How to conduct a consultation in a systematic way that uncovers every need the client has. It’s not easy to retool your consultation but this one session could make the entire trip worthwhile.

And this is just the Boot Camp! Academy Summits provide about 14 hours of CLE in the area of estate planning… For the 2019 Fall Summit Agenda, click here.

Interested in learning how you can be one of our 15 VIP Guest firms at our upcoming Boot Camp and Members Only Summit? Call (800) 846-1555 or email us at info@aaepa.com for detailed information.

American Academy Members Only Summit

Were you unable to attend the Spring Summit in Atlanta, Georgia? Don’t make the mistake of missing the Academy’s Fall Summit! Academy Summits are the cornerstone of Membership – where the most successful and entrepreneurial estate planning attorneys from across the country gather to share ideas and successes. Academy Summits cover educational, practice management, and marketing topics.

Detailed Agenda: For the 2019 Fall Summit Agenda, click here.

Curious about previous Academy Summit Agendas and materials? Call us at (800) 846-1555 or email info@aaepa.com to request a free recording of an educational or practice building session from our most recent Summit.

Academy Summit Sponsors

Below are our generous 2019 Fall Summit Sponsors!

Matson Money – Cocktail Party Sponsor
www.matsonmoney.com
Matson Money is a multi-generational registered investment adviser company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning client’s investment strategies with their values. Matson’s unique approach to investing is firmly grounded in Nobel-Prize winning academic investing principles. Matson Money is creating capitalism and investing as a tool for global prosperity.

Premier Marketing, An Integrity Company – Event App Sponsor
Premiersmi.com
Premier Marketing has been a long-time partner of the Academy. It 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 Marketing 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 turnkey insurance and risk assessments. For more information, contact Lisa Cooke:
866-700-1520 | lisa.cooke@integritymarketing.com

DocuBank – New Member Lunch & Break Sponsor
www.docubank.com
DocuBank helps Academy Members market their firms and improve client service by ensuring that clients’ advance directives and emergency info are easily accessed 24/7/365. DocuBank provides access to advance directives, a list of medications, a health summary and more. Clients can now easily provide all critical medical information to doctors and loved ones using the DocuBank Mobile App. This free new feature lets clients view and share all of their critical info by fax or email straight from their phones. For more information about all of the DocuBank benefits available to your firm and your clients through the Academy, contact Mike Wall: mwall@docubank.com

RME 360 – Coffee Break Sponsor
www.RME360.com
The largest direct mail marketing company in the industry, RME has marketed over 550,000 consumer seminars in over 25 years and has worked with numerous Academy Members around the country. RME360 has expanded traditional direct marketing efforts to include two new programs that use Facebook advertising either as a standalone or supplement to direct marketing efforts. To learn more about Seminar Assurance or Seminar Connect, please talk with your PBC or contact Josh Danielson: Josh.Danielson@rme360.com

IndustryNewsletters – Coffee Break Sponsor
industrynewsletters.com
IndustryNewsletters provides law firms with simple, affordable digital marketing tools with built-in content. Our email newsletter platform helps firms nurture client relationships and achieve their business growth goals. We allow unlimited emails, help build a marketing database, customize firm newsletters, deliver automated lead alerts, and much more.
Contact Robert Slavitt for more information: rslavitt@industrynewsletters.com.

ProLawFirms.com – Coffee Break Sponsor
www.ProLawFirms.com
Prolawfirms.com is more than just an attorney directory website. Our subscribers receive preferred status with one of the largest employee benefit referral services in the country. Geographic areas are available by county and legal practice area. Enhance your referral base and increase your internet presence by becoming a Prolawfirms.com subscriber. Free trial period for Academy Members!

Contact Robert Brannen and Mark Evans for more information: 855-973-6639 | mevans@prolawfirms.com.

MPS – Sponsor
Medicaid planning is essential to every estate planning practice, and the Medicaid program with Dave Zumpano brings a comprehensive system to Members that includes training, support, and continued education to help you effectively implement it at your firm. The MPS program provides an initial 1.5 day “virtual” training followed by a private support call, access to the Academy MPS website and its materials, as well as monthly support.
For more information, go to the Members Only website: https://members.aaepa.com/mpstraining/

Homes For Our Troops
www.hfotusa.org
Homes For Our Troops (HFOT) is a privately funded 501 (c) (3) nonprofit organization that builds and donates specially adapted custom homes nationwide for severely injured post – 9/11 Veterans, to enable them to rebuild their lives. Most of the Veterans have sustained injuries including multiple limb amputations, partial or full paralysis, and/or severe traumatic brain injury (TBI). These homes restore some of the freedom and independence our Veterans sacrificed while defending our country, and enable them to focus on their family, recovery, and rebuilding lives. Since inception in 2004, nearly 90 cents of every dollar has gone directly to our program services for Veterans. Contact Suzanne Shaheen for more information: sshaheen@hfotusa.org

White Glove
www.whiteglove.com
White Glove offers a comprehensive program that gives professionals all across the United States and Canada the tools they need to gain more clients, increase ROI and significantly improve their practice. As the pioneer of a 100% done-for-you, turnkey, risk-free, triple guaranteed seminar planning and digital marketing program, White Glove helps professionals (personal finance and insurance advisors, realtors and attorneys) transform their business through educational seminars. White Glove is the only digital marketing company specializing in seminars that is advisor-owned. The company also partners with a variety of industry experts to offer essential services to professionals, including practice management, client nurturing, presentation and digital marketing training, financial education, social media management and content/websites. White Glove serves as a business growth hub where professionals can come to one place for everything they need to grow and thrive. For more information contact Leah Latch Carter: leah.latchcarter@whitegloveworkshops.com or 844-949-9497.