Lawyers With Purpose

Practice with Purpose

Save the date: Practice with Purpose - May 2-4, 2022 and TAPER - May 4-6, 2022

For new Members, Practice With Purpose events serve as the introduction to LWP planning concepts, strategies, tools, systems, processes, workflows, and more. We host these intensive, three-day events several times a year. You can see how comprehensive this training is by reviewing the schedule below.

For additional questions or to register, email Amanda Ross at aross@lawyerswithpurpose.com or call 877-299-0326.

Sponsors

DocuBank Instant Access to Medical Directives
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Hourly Schedule

Monday

8:00 AM - 12:00 PM
Mastering Medicaid
Medicaid Crisis & Pre-Planning; Medicaid Planning Principles: Learn the Rules, Exceptions, Strategies, and Secrets; Medicaid Qualification Worksheet™; Spend-Down Methods & Calculations; Value Proposition Conversation & Asset Risk Analysis™; Funding Strategies, including the Funding Roadmap™; Case Studies to Determine Medicaid Eligibility; Hands-on Experience in a Classroom Setting.
Speakers:
Skipton S. Reynolds Esq., Timothy Crisafulli Esq.
12:00 PM - 1:00 PM
Lunch
1:00 PM - 6:00 PM
Mastering Medicaid
Medicaid Crisis & Pre-Planning; Medicaid Planning Principles: Learn the Rules, Exceptions, Strategies, and Secrets; Medicaid Qualification Worksheet™; Spend-Down Methods & Calculations; Value Proposition Conversation & Asset Risk Analysis™; Funding Strategies, including the Funding Roadmap™; Case Studies to Determine Medicaid Eligibility; Hands-on Experience in a Classroom Setting.
Speakers:
Skipton S. Reynolds Esq., Timothy Crisafulli Esq.

Tuesday

8:00 AM - 12:00 PM
Mastering Client Attraction and Retention
Business Rationale "What's In It For Me?"; The LWP Business Model; The LWP Relationship Management System™; Identify Allied Professionals in Your Market; The LWP Client Enrollment System™; LWP Workshop Training; Case Studies and Activities; Communicate Your Value in the Marketplace; Communication Skills to Increase Your Value to Clients and Allied Professionals; Social Styles Analysis; LWP’s Cloud-based Workflows.
Speakers:
Skipton S. Reynolds Esq., Timothy Crisafulli Esq.
12:00 PM - 1:00 PM
Lunch
1:00 PM - 6:00 PM
Mastering Client Attraction and Retention
Business Rationale "What's In It For Me?"; The LWP Business Model; The LWP Relationship Management System™; Identify Allied Professionals in Your Market; The LWP Client Enrollment System™; LWP Workshop Training; Case Studies and Activities; Communicate Your Value in the Marketplace; Communication Skills to Increase Your Value to Clients and Allied Professionals; Social Styles Analysis; LWP’s Cloud-based Workflows.
Speakers:
Skipton S. Reynolds Esq., Timothy Crisafulli Esq.

Wednesday

8:00 AM - 10:00 AM
Keynote: Navigate Workplace Rapids
There are three unique elements that create rapids in a river: Pressure, Obstacles and Terrain Change. Those same three appear with force in our work environments today instigating change. They can crush us or create an adventure. Staying in the raft and navigating the difficulties they each create takes skill, teamwork and perspective. There are two aspects to the river: Above and below the surface. The same is true with us. What's going on around us and what's transpiring inside of us when change is disrupting our lives. This dynamic presentation will offer discernment for addressing both.</p> <p>With enthusiastic wit and wisdom, Greg brings alive the whitewater experience. The river is just like work. It continually flows with unforeseen treachery and offers new challenges daily.</p> <p>As a Corporate Culture Specialist, Greg shapes environments where everyone gets to contribute their best daily! For two decades he has mentored leaders, developed teams, crafted culture and and empowered employees. As a Keynote Speaker, he is an enthusiastic character. His style, wit and energy consistently capture the attention and imagination of audiences. His forward thinking contributes fresh perspectives that work.
Speakers:
Greg Hawks
10:15 AM - 12:00 PM
Mastering Trust Design
Trust Fundamentals; Four Levels of Estate Planning: Traditional, Asset Protection, Benefits Eligibility, and Estate Tax Planning; Estate Planning Documents; Revocable Living Trusts; iPug™ Trusts; Special Needs Trusts; Non-grantor Trusts; Effective Design Strategy and LWP Plan Options; Understanding the Trust Design Template; Hands-on Trust Drafting in the LWPCCS Software; LWP’s Cloud-based Workflows.
Speakers:
Skipton S. Reynolds Esq., Timothy Crisafulli Esq.
12:00 PM - 1:00 PM
Lunch
1:00 PM - 6:00 PM
Mastering Trust Design
Trust Fundamentals; Four Levels of Estate Planning: Traditional, Asset Protection, Benefits Eligibility, and Estate Tax Planning; Estate Planning Documents; Revocable Living Trusts; iPug™ Trusts; Special Needs Trusts; Non-grantor Trusts; Effective Design Strategy and LWP Plan Options; Understanding the Trust Design Template; Hands-on Trust Drafting in the LWPCCS Software; LWP’s Cloud-based Workflows.
Speakers:
Skipton S. Reynolds Esq., Timothy Crisafulli Esq.
Skipton S. Reynolds Esq.
Skipton S. Reynolds Esq.
Attorney | Skipton Law, LLC
Timothy Crisafulli Esq.
Timothy Crisafulli Esq.
Legal-Technical Attorney | Lawyers with Purpose
Greg Hawks
Greg Hawks
Corporate Culture Specialist | Hawks Agency

Date

May 02 - 04 2022

Time

Eastern Daylight Time (EDT)
8:00 am - 6:00 pm

Location

Hilton Charlotte University Place
8629 JM Keynes Drive Charlotte, NC 28262

Labels

LWP Retreats

More Info

Book Hotel Room

Organizer

Lawyers with Purpose
Phone
877-299-0326
Email
aross@lawyerswithpurpose.com

Speakers

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