Events
There are two sides of marketing that elder law and state planning experts must continually adjust, perfect: Connection and Conversion. Discover your story and translate that into seminars, messaging, and relationships that work. Because you need authentic marketing that attracts your ideal client and consistent systems that turn conversations into commitments. Learn more and get ahead, before you get left behind.
Sales & Marketing Summit -- August 28 - 29, 2026 | Niagara Falls, NY
MDS AI Immersion 2.0: Expanding the House
October 19 - October 20, 2026 | Boston, MA
You’ve built the foundation. Now it’s time to expand. Join industry leaders and forward-thinking firms in Boston for AI Immersion 2.0, where you’ll learn how to move beyond AI experimentation and create connected, scalable systems that drive real results. Turn isolated AI wins into firm-wide execution with practical strategies, implementation frameworks, and actionable next steps you can begin using immediately. Learn more and get ahead, before you get left behind.