COURSE DESCRIPTION

Up your practice by learning more long term care and special needs planning strategies, guardianship, and VA benefits.  And take advantage of this opportunity to connect and learn from each other, as well as from several special guests who will share secrets of building a successful law practice, business planning, and the health and social service providers you should know in your community.

Dates: 4/28/2017-4/29/2017
Location: Boca Raton, FL - Marriot Hotel
Cost: $900

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AGENDA

Day One

8:00 AM - Continental Breakfast
8:30 AM - Welcome Session:  Bob and Scott will make program announcements and members will get to know each other.
9:30 AM - Veteran’s Benefits:  Eligibility planning for Aid and Attendance
11:00 AM - Long Term Care Asset Protection Planning Level 2
12:15 PM - Working Lunch:  15 minute break to retrieve boxed lunches (cost included in program fee)
12:30 PM - Long Term Care Asset Protection Planning Level 2 (continued)
1:30 PM - Break
1:45 PM - Member to Member networking and team building
2:45 PM - Special Needs Planning – 1st party and 3rd party Special Needs Trusts
4:00 PM - Facilitated Group Discussion – Member to Member Successes, Tips and Treasures on Practice and Marketing
5:30 PM - Break
6:30 PM - Reception at Scott’s office in Delray Beach

Day Two

8:00 AM - Continental Breakfast
8:30 AM - The Practice of Guardianship Law
10:30 AM - Break
10:45 AM - The Business of Elder Law:  Maximizing your net income including discussion on pricing, cash flow and expenses – Brian Carroll, CPA
12:00 PM - Lunch
1:00 PM - Panel Discussion:  Marketing to the Elder Care Community and Direct Marketing options – local resources invited by Scott
3:00 PM - White Board Session:  Members announce topics they would like discussed and Scott facilitates a discussion
5:30 PM - Break and Dinner Sign-Up with discussion questions provided
6:30 PM - Dinner (cost not included in program fee)