Skills Training (Non-CLE) - Designing a Profitable Estate Planning Practice

Estate planning can be both highly impactful and highly profitable, but only when it is intentionally designed. This non-CLE skills training program provides a practical, business-focused framework for building and scaling a profitable estate planning practice without burnout or chaos, including:

• Clarifying your ideal client, service mix, and long-term practice goals
• Creating your elevator speech
• Setting targets that support your personal financial goals
• Marketing, including defining your target audience, selecting the right marketing channels, and measuring return on investment (ROI)
• Lead Tracking and Conversion
• Staffing
• Pricing for profit
• Operations and Automation

Attendees will be guided through the core components of a modern estate planning business plan; with real-world examples and ready-to-use templates they can adapt immediately for their own firms.

Speakers:

• Tamara Philabaum
  T2 Management Solutions LLC

Please note: This is a live interactive Zoom webinar that can be viewed by participants on their own computers remotely. You will receive the link to join 24 hours in advance of the program.

Last day to Pre-register: Saturday, Feb. 21, 2026, 11:59 p.m.