Powerful Presentations for Estate Planning & Elder Law
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. These comprehensive workshop marketing packages will 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.
*NOTE: Brochure files are personalized with your contact information, but are otherwise not editable.
 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
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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
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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
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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
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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
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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
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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
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Bonus Products 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.
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Need More Information?
Call now to place an order, find out more, or request to review sample slides.
Call James at 1-877-352-2021, ext. 0; or simply Click-to-Call and be connected immediately.
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Integrity Marketing Solutions serves estate planning and elder law attorneys with law firm marketing systems, to include law firm websites, elder law and estate planning e-newsletters, elder law and estate planning newsletters, legal blog content, blog design, and blog training, social media marketing, Facebook, Twitter, Linked-In, law firm brochures, marketing plans, direct-mail, post cards, estate planning workshops, elder law workshops, workshop invitations, list purchase, staff training, marketing consulting and professional design services. Serving the estate planning and elder law firm with comprehensive marketing solutions since 1995.
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