American Academy of Estate Planning Attorneys Fall Summit by liaoqinmei

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									American Academy of Estate Planning Attorneys - 2012 Fall Summit - San Diego, CA




                                                                                                                  2012 Fall Summit - San Diego, CA
                                                                                                                         October 3 - 7, 2012




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                        Home              Registration             Agenda           Hotel/Travel         Social          Sponsors/Exhibitors



        2012 Fall Summit - San Diego, CA
          Quick Links:                                                                                            Topic Legend:

                 Tuesday, October 2-3 rd : Medicaid Training Workshop                                                   PM - Practice Management
                                                                                                                        ED - Education
                 Wednesday, October 3 rd : Boot Camp
                                                                                                                        M - Marketing
                 Thursday, October 4 th: Boot Camp                                                                      S - Software
                 Thursday, October 4 th: Main Sessions
                 Friday, October 5 th: Main and Breakout Sessions
                 Saturday, October 6 th: Main and Breakout Sessions
                 Sunday, October 7 th: Main Sessions
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        Tuesday, October 2 thru Wednesday, October 3, Medicaid Training Workshop

                                                                                       Click here for agenda



        Wednesday, October 3 thru Thursday, October 4, Boot Camp

                                                                                       Click here for agenda



        Thursday, October 4, 2012 - Eldercare Channel Sessions

                                                                       TOPIC: Academy Eldercare Channel Tools for Success
                                                                                For Current ECC Participants Only
             10:00 am—11:30 am
                                                                              Speaker: John Reddan, Eldercare Channel



        Thursday, October 4, 2012 - Main Sessions

                                                                                       Main Sessions

                                                                      TOPIC: WELCOME TO THE 19TH ANNUAL FALL SUMMIT!
              1:00 pm—3:15 pm                                                            INTRODUCTIONS
                                                                          Speakers: Robert Armstrong and Sanford M. Fisch

              3:15 pm—3:30 pm                                                                 BREAK



http://members.aaepa.com/events/2012/FallSummit/agenda.aspx[9/10/2012 11:10:51 AM]
American Academy of Estate Planning Attorneys - 2012 Fall Summit - San Diego, CA



              3:30 pm—5:00 pm                                                KEYNOTE: Abundance Author Steven Kotler


                                                                             BUFFET DINNER AND COCKTAIL PARTY
              6:30 pm—9:00 pm                                                        Formal Business Attire
                                                                    Sponsored by: Legacy Safeguard (Premier Planning and NGL)



        Friday, October 5 2012

                                                           Main Sessions                                       Breakout Sessions

              6:30 am—8:00 am                                                         Breakfast Meeting EAB

                                                             M/PM TOPIC:
                                                      INCORPORATING ELDER LAW
                                                        INTO ACADEMY SYSTEMS
                                                             Marketing Review                                   NO BREAKOUT SESSION
             8:00 am—10:00 am                                                                                   Everyone in Main Room
                                                       Revised Ads/Letter
                                                       Seminar
                                                       6-Step Process

                                           Speakers: Robert Armstrong and Sanford M. Fisch

             10:00 am—10:15 am                                                               BREAK

                                                              PM TOPIC:
                                                      INCORPORATING ELDER LAW
                                                        INTO ACADEMY SYSTEMS                                  10:15 am—11:30 am
             10:15 am—11:15 am                                                                            M TOPIC: Marketing Roundtable
                                                        Step 5 - Funding Meeting
                                                                                                              Facilitators: Member Services
                                           Speakers: Robert Armstrong and Sanford M. Fisch


                                                              PM TOPIC:
                                                      INCORPORATING ELDER LAW                                       11:30 am—Noon
                                                        INTO ACADEMY SYSTEMS                                      M TOPIC: Direct Mail
               11:15 am—Noon
                                                       Initial Consultation Update                 Guest Speaker: Josh Danielson, Response Mail
                                                                                                                     Express
                                           Speakers: Robert Armstrong and Sanford M. Fisch


                                                                                         LUNCH BREAK
               Noon—2:00 pm
                                                                             Women Attorney Discussion and Luncheon

                                                             ED TOPIC:                                               PM TOPIC:
                                                   TAX LAW UPDATE INCLUDING THE                    Laughing in the Face of Death: Funny Films for
              2:00 pm—3:00 pm                           AFFORDABLE CARE ACT                                       Funeral Planning
                                                         Speaker: Steve Hartnett                     Guest Speaker: Gail Rubin, A Good Goodbye


                                                                                                                   M/PM TOPIC:
                                                            PM TOPIC:                                     Handling Medicaid Appointments
                                                 MAXIMIZING THE FUNDING MEETING                             Non-Seminar Appointments
                                              WITH AN INSURANCE AUDIT AND FUNERAL                             Post-Seminar Follow-Up
              3:00 pm—4:00 pm                            PLANNING REVIEW                                     Preparing for the meeting
                                                Speaker: Bryan Adams, Premier Planning
                                                                                                               Speakers: Member Services


              4:00 pm—4:15 pm                                                                BREAK

                                                     M/PM TOPIC: SUCCESS STORIES
                                                                                                                NO BREAKOUT SESSION
              4:15 pm—5:00 pm                      Facilitators: Robert Armstrong and                           Everyone in Main Room
                                                             Sanford M. Fisch




http://members.aaepa.com/events/2012/FallSummit/agenda.aspx[9/10/2012 11:10:51 AM]
American Academy of Estate Planning Attorneys - 2012 Fall Summit - San Diego, CA

                                                              SOCIAL EVENT: A Night In North Park & Footloose, The Musical
                                             Discover one of San Diego's up-and-coming neighborhoods known for great food, craft beer and
                   6:00 pm                  cocktails. You're on your own for dinner (reservations recommended). After you eat we'll see San
                                            Diego Musical Theater's "Footloose, The Musical" at the Birch North Park Theater. Ticket includes
                                                                        transportation and play ticket. $65/person



        Saturday, October 6, 2012

                                                           Main Sessions                                        Breakout Sessions

                                                              ED TOPIC:                                                M TOPIC:
                                                       MEDICAID DOCUMENTS AND                                   The Changing Face of SEO
             8:00 am—10:00 am                          OTHER MEDICAID UPDATES
                                                                                                                   Speaker: Rita Chaires
                                                        Speaker: Dennis Sandoval

             10:00 am—10:15 am                                                                 BREAK

                                                             ED TOPIC:                                                 PM TOPIC:
                                                $5 MILLION EXEMPTION - LAST CHANCE!                                WordPress & Website
             10:15 am—11:15 am                                                                                    Customization Training
                                                        Speaker: Dennis Sandoval
                                                                                                           Uploading Photos
                                                                                                           Updating Bios
                                                                                                           Content Updates (Reports, Seminars, etc)
                                                                                                           Adding Custom Pages
                                                                                                           Changing Colors
                                                            ED TOPIC:
                                                                                                           Posting Blogs
               11:15 am—Noon                      INTERNATIONAL ESTATE PLANNING
                                                                                                           Social Media Plug-ins
                                                         Speaker: Steve Hartnett                           Troubleshooting
                                                                                                           How to Avoid Breaking Your Site

                                                                                                       Speakers: Sarah Childress and Kevin Hofmockel

                                                                                             LUNCH BREAK
               Noon—2:00 pm                                                        Board of Governors Board Meeting
                                                                                     DocuBank New Member Lunch

                                                                                                                      PM TOPIC:
                                                                                                        New Online Contact Manager For Websites
                                                             PM TOPIC:
                                                                                                           Managing Online Contacts & Website Leads
              2:00 pm—3:15 pm                Paperless Estate Planning Practice: How to
                                                                                                           Importing and Exporting Contacts
                                            Organize and Find Everything from Anywhere,
                                                                                                           Sorting Interest Groups
                                                              Any Time
                                                                                                           Sending Email Campaigns
                                                    Speaker: Ross Kodner, MicroLaw
                                                                                                       Speakers: Sarah Childress and Kevin Hofmockel




              3:15 pm—3:30 pm                                                                  BREAK

                                                             ED/PM TOPIC:
                                                    Social Media Ethics for Attorneys                                    PM TOPIC:
              3:30 pm—5:00 pm                                                                            Key Tools in Hiring and Training Key Staff
                                           Speakers: David Sorensen, Hinshaw & Culbertson,
                                                                 LLP                                            Speakers: Member Services


              5:00 pm—5:30 pm                                                                  BREAK

                                                                           ROUNDTABLE DISCUSSION FOR MEMBERS ONLY:
              5:30 pm—6:30 pm             You MUST submit the STAFFING AND SALARY SURVEY by August 6 th to attend this session. For details
                                                                        and to take the survey Click here.



        Sunday, October 7, 2012



http://members.aaepa.com/events/2012/FallSummit/agenda.aspx[9/10/2012 11:10:51 AM]
American Academy of Estate Planning Attorneys - 2012 Fall Summit - San Diego, CA


                                                           Main Sessions                                   Breakout Sessions

                                                                                                                   PM TOPIC:
                                                                                                   HANDS ON WORDPRESS & WEBSITE TRAINING
                                                                                                      Question and Answer Session Covering:

                                                                ED TOPIC:                             Seminar Registration
                                                             BLENDED FAMILY                           Contact Management
              8:00 am—9:30 am                                                                         Uploading Media
                                                         Speaker: Steve Hartnett                      Plugins
                                                                                                      Troubleshooting

                                                                                                        *Don't forget to bring your laptop
                                                                                                   Speakers: Sarah Childress & Kevin Hofmockel


              9:30 am—9:45 am                                                              BREAK

                                                                                                                PM TOPIC:
                                                          ED TOPIC:                                HANDS ON WORDPRESS & WEBSITE TRAINING
                                           COMPLETING YOUR MEDICAID CIFS EFFICIENTLY                             Continued
                9:45 am—Noon
                                                        Speaker: Dennis Sandoval
                                                                                                   Speakers:Sarah Childress & Kevin Hofmockel


                                                                       END OF 2012 FALL SUMMIT



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