Practice with Purpose

Name: Practice with Purpose
Start: 2021-10-18
End: 2021-10-20
Location: Online

Date

Oct 18 - 20 2021

Time

Eastern Standard Time (EST)

9:00 am

Hourly Schedule

Monday

9:00 AM - 1:00 PM
Mastering Medicaid

1:00 PM - 2:00 PM
Lunch

2:00 PM - 7:00 PM
Mastering Medicaid

Tuesday

9:00 AM - 1:00 PM
Mastering Client Attraction and Retention

1:00 PM - 2:00 PM
Lunch

2:00 PM - 7:00 PM
Mastering Client Attraction and Retention

Wednesday

9:00 AM - 11:00 AM
Keynote - Thriving in the Age of Digitalized Estate Planning: Lessons from the Financial Services Industry
Digital platforms are revolutionizing the way estate planning services are delivered to the public. Will your firm be overwhelmed by the challenges or turn them into new opportunities for growth and greater profitability? In this compelling keynote, Scott Blandford shares lessons learned, and insights gleaned, from spearheading large-scale digital transformations at Fortune 100 financial services firms. The holder of 13 digital technology patents, recipient of numerous awards for technological leadership, a Member of the National Association of Corporate Directors, and a sought-after speaker at business and technology conferences worldwide, Scott will inspire you with the possibilities inherent in the digital age.
Speakers: Scott Blandford

11:15 AM - 1:00 PM
Mastering Trust Design

1:00 PM - 2:00 PM
Lunch

2:00 PM - 7:00 PM
Mastering Trust Design

Scott Blandford

Chief Digital Officer | TIAA

For new Members, Practice With Purpose events serve as the introduction to LWP planning concepts, strategies, tools, systems, processes, workflows, and more. We host these intensive, three-day events several times a year. You can see how comprehensive this training is by reviewing the schedule below.