Attend the first step in the Practice Evolver™ Training Program at no cost or obligation!
The Practice Evolver™ Training Program (TOP) is the first course in our three year post-doctoral transformation curriculum. It is open to all attorneys including new and prospective members. We invite you to take part in any one of our upcoming TOP events at no cost or obligation! The TOP is a full day program that offers you:
- A solid analysis of various estate planning counselling models
- An overview of a Counselling Centered Estate Planning Practice Model
- An overview of the Federal Estate Tax system as well as other legal technical issues.
- An identification of issues to consider when including allied planning professionals (such as CPA's, Financial Advisors, Insurance Professionals, etc.) in the counselling and design process.
- A "free look" at the quality of our education programs