Philip Kavesh
President @The Ultimate Estate Planner, Inc
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WORK HISTORY
President @The Ultimate Estate Planner, Inc
I develop technical, marketing and practice-building training programs for estate planning attorneys, CPAs, financial advisors and life insurance across the country. I write and present training teleconferences and live programs for these professionals. I also select and coordinate outside specialists who do presentations for these professionals. I license and sell my technical, marketing/seminar and other practice-building products to these professionals. I am a paid speaker at regional and national conferences of major companies, broker-dealers and IMO/FMO\'s.
SKILLS
ABOUT PHILIP KAVESH
I currently only meet with select clients from my law firm, depending on their…
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