TAPER Info
Explore the Full Agenda — Designed for Impact
10:30 AM – 11:30 AM
Build Your Dream Team with LWP!
Ginger Cole
Kyle Madigan
10:30 AM – 11:30 AM
Get Social, Get Seen
Andrew Jaloza, Esq.
Cristal Torres
11:30 AM – 1:00 PM
Lunch
1:00 PM – 2:15 PM
Securing Your Wealth: Advanced Planning & Funding Strategies
Doug Ley, Esq.
Tina Pudlas
1:00 PM – 2:15 PM
Remote Power: Using Offsite Teams and Tools to Drive Growth
Jeffrey Bellomo
Jennah Gerhart
2:30 PM – 3:45 PM
Planning for High-Net-Worth Clients
Tim Crisafulli, Esq.
2:30 PM – 3:45 PM
From Chaos to Clarity: Documenting Processes That Stick – Part 1
Gia Andrews
4:00 PM – 5:15 PM
Medicaid Advocacy: Promissory Notes & Professional Pushback
Brian Isaacson, Esq.
4:00 PM – 5:15 PM
From Chaos to Clarity: Documenting Processes That Stick – Part 2
Gia Andrews
8:00 AM – 8:50 AM
The Sergio Effect: Reclaim Your Why. Redefine Your How.
Dave Zumpano, Esq.
9:00 AM – 10:15 AM
Mastering Connection: Communication Tools That Build Trust
Phil Miner
9:00 AM – 10:15 AM
Protect Your Clients, Protect Your Practice
Barry Kozak, Esq.
10:30 AM – 11:30 AM
Post-Death Administration Across Jurisdictions – LWP Member Panel
Moderator: Brittney Shearin
10:30 AM – 11:30 AM
Motivate to Elevate: Incentives That Drive Team Performance
Matt Deliberato, Esq.
Karen Robison
11:30 AM – 1:00 PM
Lunch
1:00 PM – 2:15 PM
Expect. Understand. Appreciate: A Framework for Client Satisfaction
Aryn Hensel
1:00 PM – 2:15 PM
Medicaid 1995–2025: The More Things Change…
Dave Zumpano, Esq.
2:30 PM – 3:45 PM
Trust Flexibility Part 2: Modification, Decanting & Settlements
Mike Menninger, Esq.
2:30 PM – 3:45 PM
Build Your Annual Marketing Plan
Lisa Roser
3:00 PM – 4:15 PM
Mastering Operational Efficiency
Amanda Bossow
8:00 AM – 8:50 AM
Attorney Roundtable: Insights & Solutions
Moderator: Brittney Shearin
8:00 AM – 8:50 AM
Trivia Showdown: Team Edition!
LWP Team
9:00 AM – 10:15 AM
Making the Most of the Marital Deduction
Sydney Albrecht
9:00 AM – 10:15 AM
Lights, Clients, Action! Estate Planning Workshop Demo
Briana Moriarty
10:30 AM – 10:30 AM
Lights, Clients, Action! Workshop Q&A & Customization
Briana Moriarty
10:30 AM – 10:30 AM
From One-Time to Lifetime: Building Profitable Maintenance Programs
Michelle Fontanet
11:30 AM – 1:00 PM
Lunch
1:00 PM – 5:15 PM
Annual Planning Retreat: Think Bigger, Transform Strategy
Phil Miner