We cover a lot of ground at Practice with Purpose events—so you and your team can hit the ground running when you get back to the office. If you haven’t been to PWP for a while or you have new attorneys or team members that have never experienced PWP, here are five reasons to attend our upcoming event in April.
Sharpen Your Medicaid Skills
Perhaps you think you’ve mastered Medicaid, but are you sure? Here’s the opportunity to perfect your skills.
Live Trust Drafting
You’ll experience the complete trust design process live, and so will your paralegals if you have them attend. When you finish PWP you’ll be able to delegate this duty to your team with confidence.
Communicate More Efficiently and Effectively with Your Team
Are you and your team speaking the same language? You will be after PWP.
Educate New Members of Your Team
PWP is the best possible way to educate new members of your team about the software, systems, and overall approach necessary to build an efficient, profitable firm.
Get “Warmed Up” for TAPER
By refreshing your memory and introducing new staff to our tools and strategies, you’ll be ready to get the most from TAPER.
Still not sure you want to attend? You’ll find 30 more reasons to do so on the agenda below.
Agenda
Monday, May 2
8:00AM-12:00 PM, 1:00PM-6:00PM
Presenters: Timothy P. Crisafulli, Esq. and Skipton S. Reynolds, Esq.
- Medicaid Crisis & Pre-Planning
- Medicaid Planning Principles: Learn the Rules, Exceptions, Strategies, and Secrets
- Medicaid Qualification Worksheet™
- Spend-Down Methods & Calculations
- Value Proposition Conversation & Asset Risk Analysis™
- Funding Strategies, including the Funding Roadmap™
- Case Studies to Determine Medicaid Eligibility
- Hands-on Experience in a Classroom Setting
Tuesday, May 3
8:00AM-12-00PM, 1:00PM-6:00PM
Presenters: Timothy P. Crisafulli, Esq. and Skipton S. Reynolds, Esq.
- Business Rationale “What’s In It For Me?”
- The LWP Business Model
- The LWP Relationship Management System™
- Identify Allied Professionals in Your Market
- The LWP Client Enrollment System™
- LWP Workshop Training
- Case Studies and Activities
- Communicate Your Value in the Marketplace
- Communication Skills to Increase Your Value to Clients and Allied Professionals
- Social Styles Analysis
- LWP’s Cloud-based Workflows
Wednesday, May 4
8:00AM-12:00PM, 1:00PM-6:00PM
Presenters: Timothy P. Crisafulli, Esq. and Skipton S. Reynolds, Esq.
- Trust Fundamentals
- Four Levels of Estate Planning: Traditional, Asset Protection, Benefits Eligibility, and Estate Tax Planning
- Estate Planning Documents
- Revocable Living Trusts
- iPug™ Trusts
- Special Needs Trusts
- Non-grantor Trusts
- Effective Design Strategy and LWP Plan Options
- Understanding the Trust Design Template
- Hands-on Trust Drafting in the LWPCCS Software
- LWP’s Cloud-based Workflows
As you can see, this event is packed with the information, tools, strategies, and hands-on learning you and your team need to build the firm you’ve always wanted—all for just $1,497 per seat.
Don’t delay, registration cut off is March 31. For additional questions or to register, contact Amanda Ross at (877) 299-0326 or aross@lawyerswithpurpose.com.
We look forward to seeing you again and meeting new members of your team.
