Advancing to Prosperity: Continuing Education is Essential for Your Firm’s Success

Prioritizing your professional education is an invaluable investment in your firm’s future and your clients’ well-being.

This January, we are excited to host Advancing to Prosperity, an Elder Law and Estate Planning Summit designed to provide you with the tools, knowledge, and strategies you need to elevate your practice. 

This career-changing event will be held on Friday, January 31, and Saturday, February 1, at the Grand Hyatt in Tampa Bay, Florida. 

You’ll hear from renowned experts in elder law and estate planning, and long-term care insurance, dementia focused planning and more. 

Join us to hear Don Quante, CLTC, and learn up-to-the-minute Long-Term Care Insurance updates, and Richard Franklin, LL.M. to hear his forward-thinking concept of Well-Being Trusts. Their insights promise to inspire you to offer a higher level of service to your clients, creating true prosperity for all involved.

Other speakers include an attorney profitability panel and the team of MDS Master Coaches including Julie Steinbacher, Esq., CELA and Master Profitability Coach; Cortney Steinbacher, MSA, CPA and Strategic Profit Analyst; Kristin Daugherty, Long-Term Care Planner and Certified Medicaid Planner; Jenna Franks, Esq., CELA and CADDCT; and Dom Loffredo, SHRM-CP.


Advancing for Prosperity is For You if…..

  • You’re working harder than ever for the same (or less) profit.
  • You haven’t taken advantage of modern technology—like AI and social media—to increase your profitability.
  • You wish you could provide more robust dementia planning resources for your clients.

What to Expect at Advancing to Prosperity

At Advancing to Prosperity, you’ll be immersed in a dynamic learning environment designed to address the key issues your firm faces today. Here’s a glimpse of what’s in store:

Innovative Technology Integration: With artificial intelligence and social media becoming essential tools in legal services, are you optimizing them to streamline your workload and increase profitability? Learn how to harness these technologies to modernize your practice and stay competitive in a fast-paced industry.

Dementia Planning Expertise: As the demand for dementia planning grows, so does the need for lawyers and planners who can offer comprehensive solutions to their clients. This summit will equip you with cutting-edge strategies to meet the needs of this expanding market.

Profitability Blueprint: Every team strives for profitability, but not all achieve it efficiently. Our experts will provide a blueprint for elevating your business’s performance, helping you provide better service to your clients, staff, and ultimately, yourself.

Continuing Education is Crucial

Continuing education is not just about keeping up with the latest trends; it’s about staying relevant in an ever-changing field. Law firms and estate planners that prioritize professional growth and innovation outperform their competitors, build stronger client relationships, and cultivate more successful practices. Advancing to Prosperity offers you the unique opportunity to learn from top professionals and apply their strategies to elevate your firm.

Don’t Miss Out—Register Today!

Bring your entire team—partners, associates, firm administrators, care navigators—and join us for two days of game-changing insight and actionable strategies.

Seats are limited, and this event will sell out! Register today to secure your spot at Advancing to Prosperity and take the first step toward transforming your firm’s future.

We look forward to seeing you there!

We would love for YOU to join us!

Our Team at The Million Dollar Solution (MDS) works hard to provide various training’s and content that will help your firm exactly where you are at right now.  If you have never heard of us or want to know more, please checkout the rest of our website and give us a call!  Also, you can register for our Monthly Coaching Events completely FREE! Just click the button below.

To inquire more about our other events and offerings, please contact Dom, our Director of Operations a call at 800-785-9569 or email at dloffredo@staging_milliondollar.wordkeeper.net

MDS Coaching Event

ELDER-LAW-COACHING-EVENT-2

Join us for our next Coaching Event: Unlocking Team Potential with the Kolbe on Tuesday, February 13th from 1:00 – 2:00pm EST! This session will be led by our President, Julie Steinbacher & Director of Operations Dominic Loffredo! This event will dive into how you hire, onboard and develop your staff for continuous success and engagement for all of 2024. 

Our coaching events will highlight a range of guest speakers, special topics and member highlights throughout the year. Historically our event with the highest attendance that you do not want to miss! This event is tailored for attorneys and financial advisors who want to increase their reach, impact, and income.


EVENT FEE

This is a FREE online event. Once you sign up you will be emailed a link the morning of the event.

Register for the Coaching Event!

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