Powerful Presentations
for Estate Planning & Elder Law

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Educational workshops and seminars suitable
for consumers or allied professionals.

Workshops are a powerful way to target specific markets and build your practice. But developing a professional workshop presentation takes a lot of (non-billable) time. We have developed several comprehensive workshop marketing packages to save you time and money with colorful, professional slides, complete scripts, even your hand-out and follow-up materials. Each workshop is fully editable in MS PowerPoint. Designed to be delivered in about 45-60 minutes, these workshops are appropriate for consumer or professional audiences. Although not state-specific these workshops will serve as an excellent tool to use as is or provide a solid base for you to tweak, edit or add your own slides and information.

Essential Clients receive special discount pricing on these packages, and have the option of upgrading to custom-designed materials.

NOTE: For custom-design work, please discuss your needs with your Personal Account Manager for a cost estimate.

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SPECIAL NEEDS PLANNING

TWO FULLY-SCRIPTED WORKSHOPS (ONE CONSUMER, ONE PROFESSIONAL)
WORKSHOP PLANNING & PROMOTIONS GUIDE | FOLLOW-UP STRATEGIES
SAMPLE FOLLOW-UP LETTER | AND HAND-OUT FORMS

Topics covered • What is Special Needs Estate Planning? • Overview of the planning process • The Letter of Intent • Explanation of Trust Terms and Trust Planning • Support Trusts (and why to avoid them) • Definition of Special Needs Trust • Self-Settled Special Needs Trusts • Third-Party Special Needs Trusts • How SNT Protects Your Options • SNT Funding Options • Leveraging Life Insurance • SNT Administration • The Basic Special Needs Estate Plan • The Gold Standard Plan

PRICE: $995 | ESSENTIALS: $795

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TOP TEN FATAL ESTATE PLANNING MISTAKES

ONE FULLY-SCRIPTED WORKSHOP
WORKSHOP PLANNING & PROMOTIONS GUIDE
SPEAKER'S GUIDE

The Top Ten Fatal Estate Planning Mistakes is a turn-key workshop to help you meet the challenge of motivating clients and referral sources. This powerful workshop focuses on the many issues of estate planning, and some of the most popular mistakes made by people at all levels, from Mom & Pop to business owners and the the highly affluent.

PRICE: $595 | ESSENTIALS: $375

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ESTATE PLANNING 101: ESTATE PLANNING FUNDAMENTALS

ONE FULLY-SCRIPTED WORKSHOP
WORKSHOP PLANNING & PROMOTIONS GUIDE
SPEAKER'S GUIDE

Estate Planning 101 introduces the fundamentals of estate planning as a lifetime process, including incapacity and death probate, estate tax planning, asset protection planning, and inheritance protection.

PRICE: $595 | ESSENTIALS: $375

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SAVING THE FAMILY BUSINESS

ONE FULLY-SCRIPTED WORKSHOP
WORKSHOP PLANNING & PROMOTIONS GUIDE
SPEAKER'S GUIDE

Saving the Family Business outlines fundamental steps necessary to plan for the survival of the family business. Includes a brief study of transfer taxes. Explains the need to identify priorities, challenges and strategies. Includes a case study.

PRICE: $595 | ESSENTIALS: $375

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WOMEN, MONEY & THE LAW: A SELF-DEFENSE PRIMER

ONE FULLY-SCRIPTED WORKSHOP
WORKSHOP PLANNING & PROMOTIONS GUIDE
SPEAKER'S GUIDE

Women, Money & The Law describes women's unique roles and special needs. Explains the importance of incapacity planning, estate planning and financial issues and introduces risks involved.

PRICE: $595 | ESSENTIALS: $375

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BLENDED FAMILIES, BLENDED ESTATES

ONE FULLY-SCRIPTED WORKSHOP
WORKSHOP PLANNING & PROMOTIONS GUIDE
SPEAKER'S GUIDE

Blended families now outnumber traditional nuclear families. And the number is likely to grow, based on current divorce statistics and trends. Target your workshop to those considering marrying again, or those who are already trying to blend their families, by addressing their unique estate planning challenges. Also, a great workshop for your local bar association or area family lawyers.

PRICE: $595 | ESSENTIALS: $375

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ELDER LAW 101

ONE FULLY-SCRIPTED WORKSHOP
WORKSHOP PLANNING & PROMOTIONS GUIDE
SPEAKER'S GUIDE

Good news, bad news. The good news is that Americans are living longer than ever. The bad news is that we eventually wear out physically, mentally or both. It is a classic Catch-22. According to U.S. Census Bureau statistics, today, there are nearly 35 million and by 2010 there will be some 40 million Seasoned Citizens. Thereafter, due to the graying of the Baby-Boom generation, we will see that figure jump to 53 million in 2020 and to 70 million in 2030! As this seasoned population grows, so will the need for Elder Law services. Target this workshop to seniors, their adult children (Baby Boomers), and their financial advisors for a timeless spot-on discussion of critical issues.

PRICE: $595 | ESSENTIALS: $375

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Included With Each Workshop Package

WORKSHOP PLANNING & PROMOTIONS GUIDE

Don't let sloppy execution undermine your seminar marketing efforts. These essential guides will help ensure your success:

• Workshop Planning Guide
  Walks you through a step-by-step process from planning to promoting to follow-up for a typical workshop campaign, including ways to stretch your budget, meet your marketing goals, and a timeline for promotions.
• Workshop Reporting Form
  How do you know whether your seminar marketing efforts are profitable and worth the investment of your time, staff time, and limited marketing resources? This form holds your marketing efforts accountable and ensures you stay on track for increased profitability (not just revenue)!
• Consultation & Contact Request Form
  Every attendee should receive this essential contact card, which allows them to request an initial consultation, provide their contact information, indicate their general needs & interests, and register for your email or hard copy newsletter. Without this form in-hand, you miss vital opportunities to maximize your seminar marketing results!
• Sample Follow-Up Letter
  So, the workshop went well, some people even scheduled appointments and some signed up for newsletter. Now what about the rest? Don't waste those opportunities. Capitalize on the moment with a strategic follow-up letter that reminds your prospects of the issues you just covered, while polishing your professional image -- both to your prospects and to the professional advisors who may have sponsored the event.

SPEAKER'S GUIDE

Audience participation is a powerful tool for speakers. Ever wonder why those direct-mail offers always want you to peel the YES sticker off from one part of the mailing and paste it on to the reply card? They are looking for "audience participation," because it is a proven technique to boost response rates by as much as 50 percent! To help ensure you get the greatest response from your marketing workshops, we have created a "Brief Guide to Audience Participation" which includes:

• A short speaker's guide on using participation devices
• A list of sample questions YOU can introduce to the audience that will generate participation without initiating an attorney-client relationship
• Two word games you can use with the audience to emphasize key concepts from your presentation and
• A self-quiz to distribute either before or after your presentation (and we explain why you might choose one timeframe over the other.) Use this guide to learn effective tools you can use to enhance your presentation, establish and build audience rapport, and generate higher response rates from attendees.

If you need more information about any of these workshop packages, or would like to see samples, please ask your Personal Account Manager.

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Essential Support brings the best of the best legal marketing and strategies to ensure your success. Essentials clients have access to an array of exclusive products, services, and pricing — and a team of legal marketing professionals bringing it all together. This is marketing and practice development as it should be!