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Getting Potential Clients To

Stop Winging it and Make the Sale

Attorneys spend lots of money on planning and implementing marketing plans. They spend countless hours developing relationships with referral sources. The goal of these efforts is to have a potential client book an initial consultation appointment to meet with the attorney and hire them. However,…

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New Opportunities Under The SECURE Act


Due to the popularity of this week's webinar New Opportunities Under the SECURE Act, we are hosting an encore presentation on February 28! 2:00-3:00 p.m. ET: ENCORE! (Original Webinar Rebroadcast) How will your planning and drafting change under the new SECURE Act provisions? What opportunities…

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Expand Your Business – Become VA Accredited!

More Planning Opportunities

The recording and materials are available in the video library from last week's webinar Planning Opportunities for Wartime Veterans. In this webinar Val discussed planning opportunities under the new VA rules. Take your knowledge regarding Veterans pension planning to the next level and join us…

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