The Hartford Club- Stephan R. Leimberg, JD
Date: Tuesday, May 21, 2013
Time: 7:30 AM - 12:30 PM
Location: The Hartford Club - Stephan R. Leimberg
Speaker: Stephan R. Leimberg, Esq.
Connecticut Estate & Tax Planning Council, Inc.
Presents
STEPHAN R. LEIMBERG, JD
Tough Issues in Buy-Sell Planning and Marketing an Estate Planning Practice
Tuesday, May 21, 2013
The Hartford Club
Hartford, Connecticut
7:30 - 8:30 a.m. Registration with Networking & Full Breakfast
8:30 – 12:00 p.m. Presentation by STEPHAN R. LEIMBERG, JD
Steve Leimberg’s MAGIC STEPS TO POWER MARKETING will show YOU how to build your name - and your firm's name - into a brand name in your city - and bring more - and higher net worth quality clients into your office - and keep them there in a continuous lifelong stream.
Loaded with creative and innovative ideas, Leimberg’s talk will give you mind-stretching insights such as his “Positive Differentiation” Theorem, “Leimberg Leveraging”, the HT3 formula, The “Firestorm Technique”, The “Silence of the Lambs” Principal, The “Lexus” Technique, the “Nikon” Concept, “Mini-Marketing System, and “the “Pepperoni Bread Principle.
Steve’s objective is no less than to help you see the marketing of your name and your practice as the key to move your professional life to your “personal next level.”
You’ll learn Steve’s “mini-marketing systems” plan to effectively structure a stronger and even more successful financial, business, employee benefit, estate, and charitable planning practice.
You’ll learn the incredible marketing concepts that brought groups at the Million Dollar Round-Table, the American Bar Association’s Tax Section Annual Meeting, The National Association of Estate Planners and Councils Annual Meeting, Heckerling, and the Annual Meeting of the AICPA’s Estate and Financial Planning Sections to their feet.
A highly advanced level seminar on Buy-Sell agreements which points out problems lurking in poorly drafted agreements. This seminar will point out the pros- and cons- of viable alternatives to the classic Buy-Sell and to provide updates with respect to the latest cases and rulings
Don't miss this very profitable session: It will enrich your practice forever!
Immediate Past President, Michael Reardon, Esq.. ♦ Board Members, ♦ Ann Merriam Feinberg, JD
James Puzzo ♦ Helene Robbins ♦ Barry Fischman CPA ♦ Matthew R. Peterson, Esq ♦ James J. Flaherty, Jr., Esq.
Joan Hemperly, Executive Director // 419 Downs Road, Bethany, CT 06524 203-393-2267 cetpc@snet.net
Registration for Stephan R. Leimberg Seminar
Name of Attendee _________________________________________________________________
Company or Firm Name _____________________________________________________________
(If this registration is for more than one individual, please list all individuals on a separate sheet and attach it to this page)
Address _______________________________________________________________________
_______________________________________________________________________
e-Mail Address __________________________________________________________________
Telephone ____________________________
Professional Discipline ____________________________________
Please make checks payable to the
Connecticut Estate & Tax Planning Council, Inc.
IMPORTANT: Advance Registration fee must be received by May 16, 2013.
ADVANCE REGISTRATION FEE:
$65.00.00 for all Connecticut Estate & Tax Planning Council, Inc. members
$90.00 per person for members of all other NAEPC Councils
$90.00 per attendee for firms with 4 or more attendees
$125.00 for all others
$190.00 for seminar and new membership application(see attached application)
Council Member? Yes ___ No ___
Name of Council: ____________________________________________
REGISTRATION AFTER MAY 16TH OR AT THE DOOR:
$150.00 per person
FREE Parking for Attendees: Attendees have access to the Travelers Garage adjacent to the Club. You should pull up to the new gate at the head of the driveway, press the intercom button, and tell the parking attendant that you are with the Connecticut Estate & Tax Planning Council Meeting. The attendant will raise the gate and allow you to enter the parking garage
MAIL REGISTRATION & PAYMENT TO:
Joan Hemperly, Executive Director
Connecticut Estate & Tax Planning Council, Inc.
419 Downs Road
Bethany, CT 06524
203 393 2267 cetpc@snet.net
THE CONNECTICUT ESTATE AND TAX PLANNING COUNCIL, INC.
MEMBERSHIP APPLICATION
I,___________________________________________hereby apply for membership in THE CONNECTICUT ESTATE AND TAX PLANNING COUNCIL INC. and agree, on the approval and acceptance of this application, to abide by the ARTICLES OF ASSOCIATION, rules, traditions and CODE of ETHICS that now exist or that may be enacted.
The Council specifically requests that the following provisions be strictly followed:
“The use of mailing list (or membership booklet) be prohibited for any purposes other than OFFICIAL COUNCIL business and under no circumstances shall it be given to a third party without prior consent from the BOARD OF DIRECTORS.”
FIELD OF SPECIALIZATION: