retreat.lawyerswithpurpose.comLWP Retreats October 2020 - Practice with Purpose & TAPER - Dallas, TX
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retreat.lawyerswithpurpose.com
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Title:LWP Retreats October 2020 - Practice with Purpose & TAPER - Dallas, TX
Description：Join some of your most successful and forward-thinking peers from around the country where we will discuss Asset Protection, Medicaid, and VA Benefits.
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LWP Retreats October 2020 - Practice with Purpose & TAPER - Dallas, TX LWP Retreats PWP March 2-4, 2020 | TAPER March 4-6, 2020 | Orlando, FL Home Schedule Location Reserve Your Space Save The Date Dallas, TX Retreats PRACTICE with PURPOSE October 19-21, 2020 TAPER October 21-23, 2020 PWP Schedule October 19-21, 2020 PWP - Day 1 8:00 - 6:00 Medicaid Crisis & Pre-Planning 8:00 - 6:00 Medicaid Planning Principles 8:00 - 6:00 Learn the Rules, Exceptions, Strategies, and Secrets 8:00 - 6:00 Medicaid Qualification Worksheet™ 8:00 - 6:00 Spend-Down Methods & Calculations 8:00 - 6:00 Value Proposition Conversation & Asset Risk Analysis™ 8:00 - 6:00 Funding Table & Roadmap™ 8:00 - 6:00 Case Studies to Determine Medicaid Eligibility 8:00 - 6:00 Hands-On Experience in a Classroom Setting PWP - Day 2 8:00 - 6:00 Business Rationale - What's in it for Me? 8:00 - 6:00 The LWP Business Model 8:00 - 6:00 The LWP Relationship Management System™ 8:00 - 6:00 Identify Allied Professionals in Your Market 8:00 - 6:00 The LWP Client Enrollment System™ 8:00 - 6:00 LWP Workshop Training 8:00 - 6:00 Case Studies & Activities 8:00 - 6:00 Communicate Your Value in the Marketplace 8:00 - 6:00 Communication Skills to Increase Your Value to Clients and Allied Professionals 8:00 - 6:00 Social Styles Analysis 8:00 - 6:00 LWP's Cloud-Based Workflows PWP - Day 3 10:15 - 6:00 Trust Fundamentals 10:15 - 6:00 Four Levels of Estate Planning: Traditional, Asset Protection, Benefits Eligibility, and Estate Tax Planning 10:15 - 6:00 Estate Planning Documents 10:15 - 6:00 Revocable Living Trusts 10:15 - 6:00 iPug™ Trusts 10:15 - 6:00 Special Needs Trusts 10:15 - 6:00 Non-Grantor Trusts 10:15 - 6:00 Effective Design Strategy and Lawyers With Purpose Plan Options 10:15 - 6:00 Understanding the Trust Design Template 10:15 - 6:00 Hands-On Trust Drafting in the Lawyers With Purpose Software Suite 10:15 - 6:00 LWP's Cloud-Based Workflows Reserve Your Space To register, email Amanda Ross at aross@lawyerswithpurpose.com , call 877-299-0326 or complete this form and we will contact you to enroll your team. SUPER Early Bird ends May 30, 2020 Save 20% PLUS Get an Extra $50 Off TAPER Orlando Attendees: $1068 (Save $329) Additional Attendees: $588 (Save $209) Early Bird ends June 30, 2020 Save 20% TAPER Orlando Attendees: $1118 (Save $279) Additional Attendees: $638 (Save $159) Advanced ends July 31, 2020 Save 10% TAPER Orlando Attendees: $1257 (Save $140) Additional Attendees: $717 (Save $80) LWP Members: $1257 (Save $140) Regular TAPER Orlando Attendees: $1397 Additional Attendees: $797 LWP Members: $1397 Name * First Last Company * Email * Phone * Email This field is for validation purposes and should be left unchanged. Thank You to Our Sponsors Hotel Accommodations Hyatt Regency Dallas 300 Reunion Boulevard Dallas, TX 75207 (214) 651-1234 Visit Hotel Website Where Hyatt Regency Dallas 300 Reunion Blvd. Dallas, TX 75207 (214) 651-1234 When PWP Monday-Wednesday October 19-21, 2020 TAPER Wednesday-Friday October 21-23, 2020 Reserve Your Space Lawyers With Purpose 877-299-0326 | info@lawyerswithpurpose.com 555 French Rd., Ste. 202 | New Hartford, NY 13413 Shopping Basket...
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