Events

Events


For Attorneys, Financial Specialists & Licensed Mental Health Professionals . . .  

Civil Collaborative Professionals (CCP) Presents:

3-day Interdisciplinary

Collaborative Practice Training

for resolving Trusts & Estates Disputes  

March 8th, 9th & 10th, 2018

3 Pronged Approach
WHERE: WHEN:
National University-Costa Mesa
3390 Harbor Boulevard
Costa Mesa, CA 92626
Saturday thru Monday
March 8, 9 & 10, 2018
9:00 a.m. - 5:00 p.m. (Registration 8:30am)
LUNCH INCLUDED Daily

 Attorneys, Financial Specialists, and Mental Health Professionals will:

  • Gain familiarity with the rationales for specific collaborative practice protocols
  • Master the skills to conduct the specific structures, agendas and meetings prescribed by protocols via role-playing and demonstration
  • Understand the distinct rules, responsibilities, and related ethics of the 3 professions on teams
  • Effectively engage ethical challenges that arise naturally when collaborative practice is applied to Trust & Estates disputes

Invite colleagues you respect. Use shared training to enhance or form new practice groups in this exciting new area of collaborative practice!

 

TRAINERS:
Mark Hill
CFP®, CDFA®
Ellie Izzo
PhD, LPC
George Richardson
JD, CFLS
Vicki Carpel Miller
BSN, MS, LMFT
*Trainers meet IACP standards

       

COST:

EARLY BIRD SPECIAL ENDS ON JAN 31, 2018

Registration Fee: $995
Early Bird Registration Fee: $895 

Groups of 5 or more registering together after Early Bird cut off date receive $895 discounted fee.


CLICK HERE: Training Registration Form

***CONCURRENT

“TRAINING THE TRAINER” (TTT) COURSE

To inquire to become a Trainer in Collaborative Practice Trusts & Estates, please contact
Mark Hill (
mhill@pacdivorce.com) or Vicki Carpel Miller  (collaborate119@aol.com).

Training The Trainer Course must run concurrently with the T&E Interdisciplinary Training.

TTT’s Additional Course Hours:

Wednesday March 7th - 6:00-8:00pm, each morning & evening of 3-day Training until 9:00pm, and all day Saturday, March 10th.

Total Cost of TTT is $3,400.00, including the T & E Training, whether by credit card or check, regardless of date.

CLICK HERE: Training Registration Form

TRUSTS & ESTATES TRAINING COSTS Using VISA, MASTECARD or DISCOVER:

To pay using VISA, MASTERCARD or DISCOVER credit card
please CALL JEAN at
(408) 973-1002

Registration Fee: $1,020
Early Bird Registration Fee: $920

CLICK HERE: Training Registration Form

PDM, LLC - Attn: Jean Petrick | 11512 El Camino Real, Ste. 350 | San Diego, CA 92130 | JeanPetrick@sbcglobal.net

Refunds will be given outside of 30 days of the training, subject to $50 processing fee.


PROFESSIONAL COMMENTS ABOUT THIS TRAINING FROM EARLIER IN 2017:

  • This training was fantastic; the presentations and materials were thorough and the presenters left no stones unturned! – GKA
  • [This] training provided a great understanding and appreciation of the collaborative process.
  • As an already trained practitioner, it was great to see other seasoned practitioners and pick up practice pointers.
  • Very informative and well presented. Thank you.
  • As a person new to this process, I was/am totally impressed by your presenters. You explained all that I needed to know to continue to learn more. Thank you! –  CFW
  • Understanding exactly this training is all about how we work together as a team and how we become better communicators and listeners.
  • It was really inspiring to find a legal process that focuses on healing relationships to come to acceptable legal solutions. – AP
  • For me, everything was useful. I enjoyed the whole thing. Thank you!
  • I appreciated the level of skill and expertise that each presenter had relative to their own disciplines.
  • I thoroughly enjoyed this training. I will definitely get more involved with the collaborative process.
  • This is an exceptional training and program, which will help every lawyer. – MQP