

$25.00
WealthCounsel has helped thousands of members build rewarding practices for more than 15 years.
Join Matt to learn how WealthCounsel continues to move forward to equip your practice to thrive and
serve clients with compelling services in a post-ATRA world.
(Purchase of this product will include an Audio recording of the presentation. Presentation made
using proprietary software and no Power Point was used.)
Presented by Matt McClintock
WealthCounsel has helped thousands of members build rewarding practices for more than 15 years.
Join Matt to learn how WealthCounsel continues to move forward to equip your practice to thrive and
serve clients with compelling services in a post-ATRA world.
(Purchase of this product will include an Audio recording of the presentation. Presentation made
using proprietary software and no Power Point was used.)
Presented by Matt McClintock
The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Over 18 years of helping attorneys get new clients, four key strategies have emerged as most effective. SmartMarketing president Mark Merenda shares the techniques you can use immediately to grow your revenue, increase your profit, and achieve your ideal practice.
(Purchase of this product will include an Audio recording, and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘Four Keys to Marketing Your Practice’
Traditionally, people, especially professionals, have limited any discussion of wealth to financial assets: investments, real estate, cash, and worldly possessions. But when asked what we value most in life the majority of people say: family, health, friends, values, skills, and relationships. We might even add our accumulated wisdom, education, life lessons, and our experiences in the school of hard knocks. Furthermore, when asked what the biggest investment we ever made in our lives was, people typically respond with the time, energy, love, and commitment they made in building their family. “What Matters” will introduce you to a more holistic view of Family Wealth. This discovery will change everything you’ve ever thought about estate planning.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by John Jenkins, CEO
Click play to watch a short video about ‘What Matters?’