Estate Planning and Elder Law Marketing Summit

The Estate Planning and Elder Law Marketing Summit is a premier event designed to equip estate planning and elder law professionals with the strategies and tools necessary to grow their practices. Organized by Bambiz, this summit addresses the unique challenges faced by legal practitioners in these fields, offering actionable insights to enhance marketing efforts, client retention, staffing, and technology integration.

Key topics covered at the summit include marketing mastery, strengthening firm experience, future-proofing practices through technology and AI adoption, and boosting client retention. Attendees will learn proven marketing strategies, explore the three pillars of a standout firm—Client Experience, Referral Experience, and Employee Experience—and discover how to implement client care programs that ensure long-term growth and stability.

The event features a variety of sessions and workshops led by industry experts, providing practical tools and strategies that can be implemented immediately. Notable speakers include Jim Blake from Bambiz, Jim Miskell of the Estate Planning Law Group of Georgia, and David Zumpano from the Estate Planning Law Center. Additionally, the summit offers networking opportunities, an exhibit area, and a networking reception to foster valuable relationships and collaboration among attendees.

This summit is ideal for estate planning and elder law attorneys committed to growing their practices, increasing revenue, and optimizing operations. Whether you're a solo practitioner looking to expand your client base or a small to mid-sized firm owner seeking to streamline staffing and improve efficiency, this event provides the roadmap to a more efficient, profitable, and less stressful law practice.