Workshops

Join our hands-on workshops led by attorneys and advisors who have actually practiced law to craft a blueprint for success, overcome obstacles, and gain actionable tools to grow your practice. You’ll learn how to dominate your market, attract high-value cases, and create a balanced life—without the cookie-cutter advice.

Explore Our Workshops

Online and in-person workshops, including specialized half- and full-day sessions, focused on specific topics of growth, sales, and more.


Grow Your Law Practice with AI

Virtual Workshop Series via Zoom

Next Session: February 20, 2025, 4:00–6:00 p.m. ET
11 pre-recorded sessions plus 4 live sessions coming up in 2025

Revolutionize your law practice by integrating the latest AI tools. This workshop is designed for solo and small firm attorneys who want to boost productivity and profitability through AI in marketing, client delivery, staffing, time management, and firm economics.

The Path to a Great Practice & Great Life

Virtual Workshop via Zoom

February 21, 2025, 10:00 a.m.–4:00 p.m. ET

Break free from the myth of endless sacrifice and discover how to achieve both professional success and personal fulfillment. This virtual workshop is tailored for growth-minded attorneys who want to thrive in their careers while maintaining balance in their lives.

Foundations for a Successful Medicaid Crisis Planning Practice

In-Person Workshop | New Orleans, LA

February 19–21, 2025

Hosted in partnership by Krause Financial, you’ll learn about the fundamentals of Medicaid eligibility and crisis planning and explore strategies for using Medicaid Compliant Annuities. You’ll also discover how to seamlessly add crisis Medicaid planning to your practice and get practical, actionable steps to start offering these services to your clients.

(Due to varying Medicaid rules and insurance product availability, this course is not recommended for attorneys in California or New York.)

Level Up Your Billable Practice: Unlock Hidden Revenue And Maximize Your Time

Virtual Workshop via Zoom

February 27, 2025, 11:00 a.m.–4:00 p.m. ET

Discover proven strategies to capture more billable hours, raise your rates, and improve cash flow—all without working more. Tailored for attorneys who bill by the hour, this interactive session will help you maximize your time and increase your profitability.

Our Great Life Couples Workshop

In-Person Workshop | Orlando, FL

September 26–27, 2025

Take the next step toward creating a joyful and fulfilling future together. This workshop is designed for couples who want to dream bigger and live bolder. Over two transformative days, you’ll engage in strategic planning, meaningful conversations, and growth-focused activities to build the life you’ve always envisioned - together.

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