| 1- ■ EWOC: Plan Your Week Community Hour
EWOC: Plan Your Week Community Hour When: September 1, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at 8 am PT | 9 am MT | 10 am CT | 11 am ET Want to start your week feeling clear, organized and ready to hit the ground running? Join us every Monday morning for a facilitated planning session for the week. During this one-hour session, you will be supported to map out your most important zones of focus and create a time-blocked calendar for the week. Please Use Your Unique Join Link in Your Email. See more details
• | 2- ■ Cohort Weekly Session
Cohort Weekly Session When: September 2, 2025 11:00 am - 12:00 pm
Where: Join Link: Coming Soon
Description:This call happens at: 9 am PT | 10 am MT | 11 am CT | 12 pm ET The 4-week cohort call series is focused on orienting to our program and the support available to you.
Cohort Session #1: PFL Assessment Milestones & Program Pace - Ali speaks
- Introductions & Identifying Your “Why”
- Review of resources and support
- Overview of PFL Assessment milestones
- Program Navigation
- Time Blocking Exercise
- Setting Goals Please Use Your Unique Join Link in Your Email See more details - ■ Life & Legacy Planning Mentorship Q&A with Nicole Newman
Life & Legacy Planning Mentorship Q&A with Nicole Newman When: September 2, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at: 11 am PT | 12 pm MT | 1 pm CT | 2 pm ET
Want to improve your estate planning skills? Our weekly estate planning mentorship calls allow members to get live mentorship from an experienced attorney in the PFL community on the Legal / Technical components of estate planning. These calls focus primarily on estate planning, and members can also ask questions about probate, trust administration, and other matters associated with life and legacy planning. Objective for this call series: To help PFLs- in- training and new PFLs improve their Legal/Technical estate planning knowledge and skills. Please Use Your Unique Join Link in Your Email.
See more details - ■ ADD-ON: LIFTed Business Advisor Mastermind with Denise Gosnell (Enrollment in LIFTed Program Required)
ADD-ON: LIFTed Business Advisor Mastermind with Denise Gosnell (Enrollment in LIFTed Program Required) When: September 2, 2025 2:00 pm - 3:30 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call is exclusively for members enrolled in the LIFTed Business Advisor Program. Time: 12 pm PT | 1 pm MT | 2 pm CT | 3 pm ET Join expert legal strategist Denise Gosnell for mentorship focused on the advanced technical aspects of serving business owner clients as a LIFTed Advisor. This session is designed to help you deepen your expertise and confidently deliver high-value support to your business clients. Access: Please use your unique join link provided in your email.
Interested in joining? Email support@newlawbusinessmodel.com for program details. See more details
• • • | 3- ■ EWOC: Midweek Energy Upgrade Community Call
EWOC: Midweek Energy Upgrade Community Call When: September 3, 2025 10:00 am - 10:30 am
Where:
Description:This call happens at: 8 am PT | 9 am MT | 10 am CT | 11 am ET
If you love Plan Your Week, then you will love our newest EWOC community call designed to give you a quick boost of energy mid-week. This call is led by embodiment and neuro-reprogramming experts to help you release stress, tension and mental blocks and connect to the version of you who is energized, magnetic and ready to achieve big things. Please Use Your Unique Join Link in Your Email. See more details - ■ Get Unblocked Mindset Coaching
Get Unblocked Mindset Coaching When: September 3, 2025 11:00 am - 12:30 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at 9 am PT | 10 am MT | 11 am CT | 12 pm ET
Are you struggling with not taking action or making tough business decisions? This coaching call is devoted to helping members when they struggle with the fear that is holding them back from taking the necessary action to reach their goals OR when they have to make difficult decisions around investing money in their business. We recommend members attend this call specifically when they are struggling. This call can also be useful for any member to attend for inspiration at any point along the journey. Please Use Your Unique Join Link in Your Email.
See more details - ■ PFL Team Training
PFL Team Training When: September 3, 2025 1:00 pm - 2:00 pm
Where: Please Use The Unique Join Link in Your Email
Description:This call happens at: 11 am PT | 12 pm MT | 1 pm CT | 2 pm ET Do you work for a Personal Family Lawyer? This call is for the team members (CSDs, assistants, etc.) of our lawyers and focuses on how staff can fully support the efforts of the office and lawyer to implement the PFL Membership program. This call is one key way we offer training to our members’ staff, and we recommend all CSDs attend this call every month. Both new and seasoned staff who attend this call are able to learn from the training & best practices presented each month. They also can submit questions and get coached live on the call. Please Use The Unique Join Link in Your Email
See more details - ■ CTMAP+ Training: Support, Build & Grow a PFL Firm
CTMAP+ Training: Support, Build & Grow a PFL Firm When: September 3, 2025 2:00 pm - 3:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:Time: 12 pm PT | 1 pm MT | 2 pm CT | 3 pm ET
For CTMAP+ members only (PFL Premium & AGM SCALE firms) This monthly call provides implementation support for Critical Team Members enrolled in Law Firm Admin Bootcamp. 💡 Get coaching on: Life & Legacy Planning systems Client intake & engagement Time-saving firm systems Strategic team development
Hosted by Molly McGrath & Kevin Forest For non-attorney staff with CTMAP+ access See more details - ■ Working with Death & Legacy
Working with Death & Legacy When: September 3, 2025 3:00 pm - 4:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:
This call happens at: 1 pm PT | 2 pm MT | 3 pm CT | 4 pm ET Want support diving into the spiritual and psychological work of estate planning? This special topics training call focused on various matters associated with the cultural conversation about how we live and die. This call will cover topics such as working with difficult family dynamics, helping your community have conversations about estate planning, leaving a legacy, and more. This call will also dive into the spiritual and psychological work of estate planning. Please Use Your Unique Join Link in Your Email.
See more details
• • • • • | 4- ■ PMA Office Hours
PMA Office Hours When: September 4, 2025 10:30 am - 11:30 am
Where: Join Link Coming Soon
Description:This call happens at: 8:30 am PT | 9:30 am MT | 10:30 am CT | 11:30 am ET Do you need support with our resources and program navigation? This call is meant for both new and current RABBIT members to ask any questions they may have regarding our programs, resources, and implementing the PFL model. Please Use Your Unique Join Link in Your Email. See more details - ■ AGM - CEO Roundtable
AGM - CEO Roundtable When: September 4, 2025 11:00 am - 12:00 pm
Where: Please use your unique join link from your email to access the call.
Description:🗓 Bi-Weekly on Thursdays 🕒 9 am PT | 10 am MT | 11 am CT | 12 pm ET 🎯 Audience: AGM Members These mastermind-style sessions are your opportunity to connect directly with fellow firm leaders inside the AGM program. Every two weeks, we come together to: - Share wins, challenges, and lessons from the frontlines
- Get strategic insight from your peers and coaches
- Troubleshoot growth roadblocks in real-time
- Stay accountable to your goals and Growth Guarantee
This is your space to think big, lead boldly, and scale smart — together. 🔗 Please use your unique Zoom link from your email invite to join. |
See more details - ■ Life & Legacy Planning Mentorship Q&A with Yaasha Sabba
Life & Legacy Planning Mentorship Q&A with Yaasha Sabba When: September 4, 2025 12:00 pm - 1:30 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at: 10 am PT | 11 am MT | 12 pm CT | 1 pm ET Are you new to learning estate planning? Our twice-a-month Estate Planning 101 Mentorship calls are designed to support lawyers who are learning our life and legacy planning model and need support with the foundational Legal / Technical components of estate planning. Please Use Your Unique Join Link in Your Email. See more details
• • • | 5 | 6 |
7 | 8- ■ EWOC: Plan Your Week Community Hour
EWOC: Plan Your Week Community Hour When: September 8, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at 8 am PT | 9 am MT | 10 am CT | 11 am ET Want to start your week feeling clear, organized and ready to hit the ground running? Join us every Monday morning for a facilitated planning session for the week. During this one-hour session, you will be supported to map out your most important zones of focus and create a time-blocked calendar for the week. Please Use Your Unique Join Link in Your Email. See more details - ■ Add On: Special Needs Planning Mentorship with John Hilton
Add On: Special Needs Planning Mentorship with John Hilton When: September 8, 2025 11:30 am - 12:30 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:**This call is designated for those enrolled in the Special Needs Planning Program. This call happens at: 9:30 am PT | 10:30 am MT | 11:30 am CT | 12:30 pm ET Are you passionate about serving families with special needs and desire business mentorship? This call is designed for PFL firms with a special needs planning focus who want mentorship focused on attracting, engaging and serving families with special needs. This call is led by seasoned PFL mentor John Hilton. Add On Group Coaching Call -- Please see your email if you have enrolled in the Special Needs Planning Program. Want to learn more about this call and the program? Email support@newlawbusinessmodel.com for more info. Please Use Your Unique Join Link in Your Email. See more details - ■ AGM SCALE: Bottleneck Breakthrough
AGM SCALE: Bottleneck Breakthrough When: September 8, 2025 11:00 am - 12:00 pm
Where:
Description:🗓 Weekly on Mondays 🕒 9 am PT | 10 am MT | 11 am CT | 12 PM ET 🎯 Audience: AGM SCALE 2025 Cohort Members + Critical Team Members Join us for Bottleneck Breakthrough, a hands-on working session designed to help your team identify, prioritize, and solve the operational challenges that are slowing your growth. In each call, we will: Uncover the root causes behind bottlenecks in your systems, team, or client experience Provide actionable strategies to eliminate friction and create flow Share examples and insights from other firms to inspire new approaches Equip you with tools and frameworks to apply beyond the call
You’ll leave with a focused action plan to drive meaningful progress in your firm’s operations. 🔗 Important: Please use your unique join link from your email to access the call. See more details - ■ AGM: *Bottleneck Breakthrough Hour
AGM: *Bottleneck Breakthrough Hour When: September 8, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:Time: 11 am PT | 12 pm MT | 1 pm CT | 2 pm ET Join us for our Bottleneck Breakthrough calls, where we guide you through a proven system to identify, prioritize, and solve the real operational bottlenecks holding your firm back. During these highly interactive sessions, we: Help you uncover the root cause of bottlenecks impacting your operations, team efficiency, or client experience. Teach actionable strategies to address bottlenecks with the support of our expertise, your leadership, and your team’s collaboration. Share real-world examples and insights from peer firms to inspire creative solutions. Equip you with tools and frameworks to ensure ongoing problem-solving beyond the call.
By the end of each call, you'll have a clear action plan for tackling your firm’s challenges and building a more scalable, streamlined operation. NOTE: This call is for our 2025 AGM Cohort Members & Critical Team Members See more details
• • • • | 9- ■ PFL Connection & Collaboration
PFL Connection & Collaboration When: September 9, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at 8 am PT | 9 am MT | 10 am CT | 11 am ET Want to connect with other PFL Firms face-to-face? Join us for peer best practices, practical steps for building your business through collaboration with other members, and "speed dating" connection time with other PFL firms. Please Use Your Unique Join Link in Your Email. See more details - ■ Cohort Weekly Session
Cohort Weekly Session When: September 9, 2025 11:00 am - 12:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at: 9 am PT | 10 am MT | 11 am CT | 12 pm ET The 4-week cohort call series is focused on orienting to our program and the support available to you. Cohort Session #2: Preparing to Serve Clients The PFL Way - Using the Client Pipeline Tracker
- Understand the PFL Service Model
- Create Pre-Meeting Homework for Clients
- Review Curiosity Questions
Please Use Your Unique Join Link in Your Email See more details - ■ Private C4 Communication Skills (Prerequisite: Prior C4 Attendance Required)
Private C4 Communication Skills (Prerequisite: Prior C4 Attendance Required) When: September 9, 2025 11:30 am - 12:30 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:(Prerequisite: Prior C4 Attendance Required)
This call happens at: 9:30 am PT | 10:30 am MT | 11:30 am CT | 12:30 pm ET This call is exclusively for members who have already attended a live or virtual C4 Communication Skills training. If you’ve completed the training and want a refresher to sharpen your skills and elevate your engagements, this session is for you. Please Use Your Unique Join Link in Your Email. See more details - ■ Life & Legacy Planning Mentorship Q&A with Don Gary
Life & Legacy Planning Mentorship Q&A with Don Gary When: September 9, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:This call happens at 11 am PT | 12 pm MT | 1 pm CT | 2 pm ET Want to improve your estate planning skills? Our weekly estate planning mentorship calls allow members to get live mentorship from an experienced attorney in the PFL community on the Legal / Technical components of estate planning. These calls focus primarily on estate planning, and members can also ask questions about probate, trust administration, and other matters associated with life and legacy planning. Please Use Your Unique Join Link in Your Email. See more details
• • • • | 10- ■ EWOC: Midweek Energy Upgrade Community Call
EWOC: Midweek Energy Upgrade Community Call When: September 10, 2025 10:00 am - 10:30 am
Where:
Description:This call happens at: 8 am PT | 9 am MT | 10 am CT | 11 am ET
If you love Plan Your Week, then you will love our newest EWOC community call designed to give you a quick boost of energy mid-week. This call is led by embodiment and neuro-reprogramming experts to help you release stress, tension and mental blocks and connect to the version of you who is energized, magnetic and ready to achieve big things. Please Use Your Unique Join Link in Your Email. See more details - ■ Relational Lawyer Skills Call
Relational Lawyer Skills Call When: September 10, 2025 11:30 am - 12:30 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:This call happens at 9:30 am PT | 10:30 am MT | 11:30 am CT | 12:30 pm ET
Are you curious about how you can enhance your counseling and relational skills with your clients? This PFL Lecture Series focuses on the counseling and communications skills that set you apart as a Relational Lawyer. This call will provide you with tools and knowledge to best support your clients around difficult and sensitive topics. You can expect a mix of didactic training content, role play opportunities, and experiential learning. Please Use Your Unique Join Link in Your Email. See more details - ■ Enhancing Client Service with Kim Rockwood and Klea Harris
Enhancing Client Service with Kim Rockwood and Klea Harris When: September 10, 2025 1:00 pm - 2:30 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:This call happens at 11:00 AM PT/ 12:00 PM MT/ 1 PM CT/ 2 PM ET Looking to enhance your client service system? This call is for PFL firms who have implemented the client service systems and ready to innovate and improve. This call will cover questions about implementing the core Life & Legacy Planning client service system and client care program.
Please Use Your Unique Join Link in Your Email. See more details
• • • | 11- ■ Life & Legacy Planning Mentorship Q&A with Yaasha Sabba
Life & Legacy Planning Mentorship Q&A with Yaasha Sabba When: September 11, 2025 10:00 am - 11:30 am
Where: Please Use Your Unique Join Link in Your Email.
Description:This call happens at 8 am PT / 9 am MT / 10 am CT / 11 am ET Are you new to learning estate planning? Our twice-a-month Estate Planning 101 Mentorship calls are designed to support lawyers who are learning our life and legacy planning model and need support with the foundational Legal / Technical components of estate planning. Please Use Your Unique Join Link in Your Email. See more details - ■ AGM: Law Firm Exit Planning Training with Victoria Collier
AGM: Law Firm Exit Planning Training with Victoria Collier When: September 11, 2025 11:00 am - 12:00 pm
Where: Please Use The Unique Join Link in Your Email
Description:NOTE: This call is for our 2025 AGM Cohort Members & Critical Team Members Time: 9 AM PT | 10 AM MT | 11 AM CT | 12 PM ET This Law Firm Exit Planning Training with Victoria Collier session, led by Victoria Collier, dives deep into the essential strategies for creating a saleable, high-value law firm. Whether you’re preparing for an eventual transition, maximizing your firm’s valuation, or future-proofing your practice, this session equips you with the knowledge and tools to make it happen. What You’ll Learn: Why exit planning is critical to your firm’s long-term success. Key strategies to increase your firm’s valuation and make it market-ready. Steps to build a sustainable, scaleable practice that thrives beyond your leadership. How to align daily operations with your long-term exit goals.
This training session provides actionable insights that empower you to start building your firm’s future today. NOTE: This call is for our 2025 AGM Cohort Members & Critical Team Members See more details
• • | 12 | 13 |
14 | 15- ■ EWOC: Plan Your Week Community Hour
EWOC: Plan Your Week Community Hour When: September 15, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at 8 am PT | 9 am MT | 10 am CT | 11 am ET Want to start your week feeling clear, organized and ready to hit the ground running? Join us every Monday morning for a facilitated planning session for the week. During this one-hour session, you will be supported to map out your most important zones of focus and create a time-blocked calendar for the week. Please Use Your Unique Join Link in Your Email. See more details - ■ AGM SCALE: Bottleneck Breakthrough
AGM SCALE: Bottleneck Breakthrough When: September 15, 2025 11:00 am - 12:00 pm
Where:
Description:🗓 Weekly on Mondays 🕒 9 am PT | 10 am MT | 11 am CT | 12 PM ET 🎯 Audience: AGM SCALE 2025 Cohort Members + Critical Team Members Join us for Bottleneck Breakthrough, a hands-on working session designed to help your team identify, prioritize, and solve the operational challenges that are slowing your growth. In each call, we will: Uncover the root causes behind bottlenecks in your systems, team, or client experience Provide actionable strategies to eliminate friction and create flow Share examples and insights from other firms to inspire new approaches Equip you with tools and frameworks to apply beyond the call
You’ll leave with a focused action plan to drive meaningful progress in your firm’s operations. 🔗 Important: Please use your unique join link from your email to access the call. See more details - ■ AGM: *Bottleneck Breakthrough Hour
AGM: *Bottleneck Breakthrough Hour When: September 15, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:Time: 11 am PT | 12 pm MT | 1 pm CT | 2 pm ET Join us for our Bottleneck Breakthrough calls, where we guide you through a proven system to identify, prioritize, and solve the real operational bottlenecks holding your firm back. During these highly interactive sessions, we: Help you uncover the root cause of bottlenecks impacting your operations, team efficiency, or client experience. Teach actionable strategies to address bottlenecks with the support of our expertise, your leadership, and your team’s collaboration. Share real-world examples and insights from peer firms to inspire creative solutions. Equip you with tools and frameworks to ensure ongoing problem-solving beyond the call.
By the end of each call, you'll have a clear action plan for tackling your firm’s challenges and building a more scalable, streamlined operation. NOTE: This call is for our 2025 AGM Cohort Members & Critical Team Members See more details - ■ ADD ON: Business Owner Planning Mentorship with Denise Gosnell
ADD ON: Business Owner Planning Mentorship with Denise Gosnell When: September 15, 2025 2:00 pm - 3:30 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call is exclusively for members with active LIFTed Business Advisor add-on access. Time: 12 PM PT / 1 PM MT / 2 PM CT / 3 PM ET
For: Members enrolled in the LIFTed Business Advisor Program This high-impact coaching call is designed to help you consistently achieve an 80%+ engagement rate using the LIFT Business Breakthrough system for client intake and engagement. Together, we’ll: Troubleshoot early and advanced challenges in the LIFT process Work through real-world intake, engagement, pricing, packaging, and fee-quoting obstacles Analyze missed engagements to diagnose what went wrong and how to improve
Pro Tip:
Attend this call regularly until you’re confidently converting at 80%+ — and return any time your conversion rate or average fee dips. Access: Please use your unique join link provided in your email. If you are interested in joining this program, please reach out to support@newlawbusinessmodel.com for more information. See more details
• • • • | 16- ■ Cohort Weekly Session
Cohort Weekly Session When: September 16, 2025 11:00 am - 12:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at: 9 AM PT | 10 AM MT | 11 AM CT | 12 PM ET The 4-week cohort call series is focused on orienting to our program and the support available to you. Cohort Session #3: Finding Your First Two Clients - Overview of the Planning Session
- Setting up Calendar for Intake
- Identify your ideal client and find them
- Draft invitations for a Planning Session Please Use Your Unique Join Link in Your Email See more details - ■ From Solo To Staffed Business Coaching
From Solo To Staffed Business Coaching When: September 16, 2025 12:00 pm - 1:00 pm
Where: From Solo To Staffed Business Coaching
Description:This call happens at 1 pm PT | 2 pm MT | 3 pm CT | 4 pm ET Are you a solo practitioner, seeking additional guidance for your business? This call is designed for PFLs who are solos and have questions about their practice, engaging clients, or any other general questions you may have about your business. Please Use Your Unique Join Link in Your Email. See more details - ■ Life & Legacy Planning Mentorship Q&A with Nicole Newman
Life & Legacy Planning Mentorship Q&A with Nicole Newman When: September 16, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:This call happens at 11 am PT / 12 pm MT / 1 pm CT / 2 pm ET Want to improve your estate planning skills? Our weekly estate planning mentorship calls allow members to get live mentorship from an experienced attorney in the PFL community on the Legal / Technical components of estate planning. These calls focus primarily on estate planning, and members can also ask questions about probate, trust administration, and other matters associated with life and legacy planning. Objective for this call series: To help PFLs- in- training and new PFLs improve their Legal/Technical estate planning knowledge and skills. Please Use Your Unique Join Link in Your Email. See more details - ■ AGM: Tier 2 Advanced Growth Mastermind Calls with Ali Katz
AGM: Tier 2 Advanced Growth Mastermind Calls with Ali Katz When: September 16, 2025 2:30 pm - 4:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:Time: 12:30 PM PT | 1:30 PM MT | 2:30 PM CT | 3:30 PM ET The Monthly Mastermind with Ali is a transformative experience designed for PFL firm leaders ready to tackle high-level strategy and achieve breakthrough results. Facilitated by Ali Katz, this exclusive mastermind session provides a collaborative space to address your firm's most pressing challenges, identify growth opportunities, and refine your vision for the future. During the call, you'll: Receive personalized coaching and expert guidance directly from Ali Katz. Collaborate with a small group of like-minded, growth-focused peers. Strategize solutions to operational bottlenecks, leadership challenges, and scaling opportunities. Explore innovative approaches to achieving your firm's goals and long-term success.
This session is an invaluable opportunity to step into your role as a visionary leader while gaining actionable insights to take your firm to the next level. Don't miss this chance to align with your peers, learn from Ali, and create a clear path forward. NOTE: This call is for our 2025 AGM Cohort Members See more details
• • • • | 17- ■ EWOC: Midweek Energy Upgrade Community Call
EWOC: Midweek Energy Upgrade Community Call When: September 17, 2025 10:00 am - 10:30 am
Where:
Description:This call happens at: 8 am PT | 9 am MT | 10 am CT | 11 am ET
If you love Plan Your Week, then you will love our newest EWOC community call designed to give you a quick boost of energy mid-week. This call is led by embodiment and neuro-reprogramming experts to help you release stress, tension and mental blocks and connect to the version of you who is energized, magnetic and ready to achieve big things. Please Use Your Unique Join Link in Your Email. See more details - ■ The PFL Business Owner
The PFL Business Owner When: September 17, 2025 11:00 am - 12:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:This call happens at 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
As a Personal Family Lawyer (PFL) business owners, we recognize the value of staying informed about essential industry practices. This seminar series is designed to provide PFL members with practical and informative insights into key aspects of their firms. Esteemed guest experts will deliver sessions on topics that offer pragmatic solutions for optimizing the operation of a Personal Family Lawyer Firm. These topics include in-depth training on Artificial Intelligence (AI) best practices, current marketing trends, cutting-edge technological solutions, and more. We invite you to join us for this informative series, tailored to address the pressing needs of your legal practice. Please Use Your Unique Join Link in Your Email. See more details - ■ AGM: Marketing Mastermind Call with CMO
AGM: Marketing Mastermind Call with CMO When: September 17, 2025 2:30 pm - 4:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:🗓 Monthly
🕒 12:30 pm PT | 1:30 pm MT | 2:30 pm CT | 3:30 pm ET
🎯 Audience: AGM SCALE Members Join Roslyn Drotar-Cassidy, your AGM Fractional CMO, for a focused session on elevating your firm’s marketing strategy. This call will equip you with advanced insights, proven tactics, and actionable recommendations to refine your marketing funnel, optimize ROI, and attract your ideal clients. What to Expect: Expert strategies tailored to Personal Family Lawyer® firms Personalized feedback on your marketing efforts Guidance to align your funnel with your firm’s growth goals
How to Prepare: Bring key metrics or recent campaign results Identify marketing goals and current challenges Prepare questions for targeted feedback
Leave with clarity and next steps to drive real marketing results. 🔗 Important: Please use your unique join link from your email to access the call. |
See more details
• • • | 18- ■ PMA Office Hours
PMA Office Hours When: September 18, 2025 10:30 am - 11:30 am
Where: Please Use Your Unique Join Link in Your Email.
Description:This call happens at 8:30 am PT | 9:30 am MT | 10:30 am CT | 11:30 am ET
Do you need support with our resources and program navigation? This call is meant for both new and current RABBIT members to ask any questions they may have regarding our programs, resources, and implementing the PFL model. Please Use Your Unique Join Link in Your Email. See more details - ■ AGM - CEO Roundtable
AGM - CEO Roundtable When: September 18, 2025 11:00 am - 12:00 pm
Where: Please use your unique join link from your email to access the call.
Description:🗓 Bi-Weekly on Thursdays 🕒 9 am PT | 10 am MT | 11 am CT | 12 pm ET 🎯 Audience: AGM Members These mastermind-style sessions are your opportunity to connect directly with fellow firm leaders inside the AGM program. Every two weeks, we come together to: - Share wins, challenges, and lessons from the frontlines
- Get strategic insight from your peers and coaches
- Troubleshoot growth roadblocks in real-time
- Stay accountable to your goals and Growth Guarantee
This is your space to think big, lead boldly, and scale smart — together. 🔗 Please use your unique Zoom link from your email invite to join. |
See more details - ■ Mastering Client Engagement with Ali Katz
Mastering Client Engagement with Ali Katz When: September 18, 2025 12:00 pm - 1:30 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at 10 am PT | 11 am MT | 12 pm CT | 1 pm ET Are you struggling to keep your conversion rate at 80%+? This call is designed to help you get your engagement rate to 80%+ and keep it there by teaching you to master our FWPS system for intaking + engaging clients. On this call, we will work through challenges that arise early in the learning process and later down the line. This coaching call helps members overcome barriers around intake, engagement, pricing, and fee quoting. We will also dissect specific instances of when a prospect didn’t engage, diagnose what went wrong and how to fix it for next time. We recommend all our members attend this call religiously until they achieve a steady conversion rate of 80%+ for an average fee of $4500+. In the event that your conversion rate or average fee drops, you should resume attending these calls. NOTE: WE HIGHLY RECOMMEND MEMBERS WATCH THE MODULES ON INTAKE + ENGAGEMENT BEFORE ASKING QUESTIONS ON THIS CALL. Please Use Your Unique Join Link in Your Email.
See more details - ■ ADD-ON: LIFTed Business Advisor Mastermind Call with Ali Katz
ADD-ON: LIFTed Business Advisor Mastermind Call with Ali Katz When: September 18, 2025 2:00 pm - 3:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at 12 pm PT | 1 pm MT | 2 pm CT | 3 pm ET
This call is exclusively for members with active LIFTed Business Advisor add-on access. If you are a LIFTed Business Advisor Member, join Ali Katz and other expert coaches to dive into the business strategy behind building and growing as a LIFTed Business Advisor. Access: Please use your unique join link provided in your email. If you are interested in joining this program, please reach out to support@newlawbusinessmodel.com for more information.
See more details - ■ EWOC: LIFTed Life & Business with Ali Katz: Mastering Legal, Insurance, Financial and Tax + More
EWOC: LIFTed Life & Business with Ali Katz: Mastering Legal, Insurance, Financial and Tax + More When: September 18, 2025 3:00 pm - 4:30 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:Time: 1 pm PT | 2 pm MT | 3 pm CT | 4 pm ET Get live mentorship from Ali Katz to help you master the legal, insurance, financial, and tax (LIFT) systems that apply to your life and business. Stewardship of resources requires the LIFT systems to match your stage of business, from funding your business to managing your finances, tax and legal structures. This interactive session provides an opportunity to get your questions answered directly from Ali, and learn from fellow PFL Firm Leaders and Eyes Wide Open Life Mentorship Members. Please Use Your Unique Join Link in Your Email. See more details
• • • • • | 19- ■ Quarterly Mentor & Ambassador Team Meetings
Quarterly Mentor & Ambassador Team Meetings When: September 19, 2025 1:00 pm - 2:30 pm
Where:
Description:You're Invited to the 2025 Quarterly Team Meetings! We’re excited to embark on another year of collaboration, growth, and shared success! Our 2025 Quarterly Team Meetings are the perfect opportunity to celebrate achievements, stay updated on exciting developments, and sharpen our skills together. Meeting Details📅 Dates: 🕒 Time: 12:00 PM – 1:30 PM MT
📍 Location: ZOOM
AgendaFirst 60 Minutes: - Inspiring Company Announcements
- Exciting Product Enhancements
- Crucial Updates to Keep You in the Know
Final 30 Minutes: - Collaboration and Skill Building
Note for AmbassadorsYour voice is vital! Please plan to attend the first hour, where we’ll share important updates and discuss the road ahead. Your insights and dedication continue to shape our success, and we can’t wait to have you with us.
We deeply value your commitment and are eager to share these moments with you. Get ready for dynamic discussions, actionable insights, and a chance to continue building something extraordinary together. Mark your calendars and join us—we can’t wait to see you there! See more details
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21 | 22- ■ EWOC: Plan Your Week Community Hour
EWOC: Plan Your Week Community Hour When: September 22, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at 8 am PT | 9 am MT | 10 am CT | 11 am ET Want to start your week feeling clear, organized and ready to hit the ground running? Join us every Monday morning for a facilitated planning session for the week. During this one-hour session, you will be supported to map out your most important zones of focus and create a time-blocked calendar for the week. Please Use Your Unique Join Link in Your Email. See more details - ■ AGM SCALE: Bottleneck Breakthrough
AGM SCALE: Bottleneck Breakthrough When: September 22, 2025 11:00 am - 12:00 pm
Where:
Description:🗓 Weekly on Mondays 🕒 9 am PT | 10 am MT | 11 am CT | 12 PM ET 🎯 Audience: AGM SCALE 2025 Cohort Members + Critical Team Members Join us for Bottleneck Breakthrough, a hands-on working session designed to help your team identify, prioritize, and solve the operational challenges that are slowing your growth. In each call, we will: Uncover the root causes behind bottlenecks in your systems, team, or client experience Provide actionable strategies to eliminate friction and create flow Share examples and insights from other firms to inspire new approaches Equip you with tools and frameworks to apply beyond the call
You’ll leave with a focused action plan to drive meaningful progress in your firm’s operations. 🔗 Important: Please use your unique join link from your email to access the call. See more details - ■ ADD-ON: Special Needs Planning Mentorship with Shauna Collins & John Hilton
ADD-ON: Special Needs Planning Mentorship with Shauna Collins & John Hilton When: September 22, 2025 11:30 am - 12:30 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at: 9:30 am PT | 10:30 am MT | 11:30 am CT | 12:30 pm ET This call is exclusively for members enrolled in the Special Needs Planning Program. Join seasoned PFL mentor John Hilton and program creator Shauna Collins for mentorship focused on attracting, engaging, and serving families with special needs. Designed for PFL firms with a special needs planning focus, this session provides guidance on both legal and business strategies. Interested in joining? Email support@newlawbusinessmodel.com for program details. See more details - ■ AGM: *Bottleneck Breakthrough Hour
AGM: *Bottleneck Breakthrough Hour When: September 22, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:Time: 11 am PT | 12 pm MT | 1 pm CT | 2 pm ET Join us for our Bottleneck Breakthrough calls, where we guide you through a proven system to identify, prioritize, and solve the real operational bottlenecks holding your firm back. During these highly interactive sessions, we: Help you uncover the root cause of bottlenecks impacting your operations, team efficiency, or client experience. Teach actionable strategies to address bottlenecks with the support of our expertise, your leadership, and your team’s collaboration. Share real-world examples and insights from peer firms to inspire creative solutions. Equip you with tools and frameworks to ensure ongoing problem-solving beyond the call.
By the end of each call, you'll have a clear action plan for tackling your firm’s challenges and building a more scalable, streamlined operation. NOTE: This call is for our 2025 AGM Cohort Members & Critical Team Members See more details - ■ ADD-ON: Business Owner Planning Mentorship with AJ Yolofsky
ADD-ON: Business Owner Planning Mentorship with AJ Yolofsky When: September 22, 2025 2:00 pm - 3:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:
This call is exclusively for members enrolled in the LIFTed Business Advisor Program. This call happens at: 12 pm PT | 1 pm MT | 2 pm CT | 3 pm ET Led by seasoned PFL mentor AJ Yolofsky, this mentorship call provides legal and technical training, troubleshooting, and guidance for PFL firms seeking to deepen their work with business owner clients. Learn strategies for attracting, engaging, and serving business owners as part of your estate planning practice. Access: Please use your unique join link provided in your email.
Interested in joining? Email support@newlawbusinessmodel.com for program details. See more details
• • • • • | 23- ■ Cohort Weekly Session
Cohort Weekly Session When: September 23, 2025 11:00 am - 12:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at: 9 am PT | 10 am MT | 11 am CT | 12 pm ET The 4-week cohort call series is focused on orienting to our program and the support available to you.
Cohort Session #4: PFL Assessment Review - Review PFL Assessment Questions
- What Unlocks Post-Assessment
- Support Post-Cohort
- Open Q&A Please Use Your Unique Join Link in Your Email See more details - ■ Life & Legacy Planning Mentorship Q&A with Don Gary
Life & Legacy Planning Mentorship Q&A with Don Gary When: September 23, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at 11 am PT | 12 pm MT | 1 pm CT | 2 pm ET Want to improve your estate planning skills? Our weekly estate planning mentorship calls allow members to get live mentorship from an experienced attorney in the PFL community on the Legal / Technical components of estate planning. These calls focus primarily on estate planning, and members can also ask questions about probate, trust administration, and other matters associated with life and legacy planning. Please Use Your Unique Join Link in Your Email. See more details - ■ AGM SCALE: Quarterly Vision & Planning Virtual Retreat
AGM SCALE: Quarterly Vision & Planning Virtual Retreat When: September 23, 2025 2:00 pm - 3:30 pm
Where: Please use your unique join link from your email to access the call.
Description:🗓 Quarterly | 🕒 12:00 PM PT | 1:00 PM MT | 2:00 PM CT | 3:00 PM ET 🎯 Audience: AGM SCALE Members The Quarterly Vision & Planning Virtual Retreat is a focused strategy session designed to help Personal Family Lawyer® firm leaders chart a clear, intentional course for the upcoming quarter. During this collaborative call, you’ll: Evaluate Progress – Review your firm’s financial, operational, and marketing performance to identify key wins and gaps Set Priorities – Establish clear, actionable goals that align with your firm’s growth vision Strategize Solutions – Collaborate with AGM’s fractional executive team (finance, operations, and marketing experts) to refine your plans and troubleshoot challenges Collaborate – Exchange insights, ideas, and inspiration with fellow growth-minded firm leaders
Led by AGM’s experienced faculty, this retreat is your time to zoom out, realign, and drive your firm forward with clarity and purpose. 🔗 Use your unique join link from your email invite to access the session. |
See more details - ■ EWOC: Heal Your Money Stuff with Holistic Therapist Lexi Soulios
EWOC: Heal Your Money Stuff with Holistic Therapist Lexi Soulios When: September 23, 2025 5:30 pm - 7:00 pm
Where:
Description:This call happens at 3:30 pm PT | 4:30 pm MT | 5:30 pm CT | 6:30 pm ET Join us for the monthly Healing Your Money Stuff with Holistic Therapist Lexi Soulios This much-loved call (previously only available via Eyes Wide Open: the Mentorship) is now being brought to all Eyes Wide Open Collective members, including you as a Personal Family Lawyer firm leader. Lexi has been working with business owners and professionals for over 20 years, and her monthly “Eyes Wide Open” calls will support you to: : Gain fresh insight into recurring challenges Access generational wisdom to boost confidence and resilience Prevent burnout and sustain peak performance Achieve clarity and confidence in decision-making Transform difficult team or client dynamics into productive relationships
Attend once to check it out, and you’ll likely find yourself wanting to attend every month. PS. As a reminder, Eyes Wide Open: the Mentorship calls include your weekly Plan Your Week calls with Ali + Ariel, the weekly mid-week Energy Upgrade with Ali + Dr. Allen, and the monthly CEO Mindset and LIFTed Life & Business calls with Ali. The Mentorship is a program offered by Eyes Wide Open Life, and that is gifted to you as part of your membership with NewLaw. See more details
• • • • | 24- ■ EWOC: Midweek Energy Upgrade Community Call
EWOC: Midweek Energy Upgrade Community Call When: September 24, 2025 10:00 am - 10:30 am
Where:
Description:This call happens at: 8 am PT | 9 am MT | 10 am CT | 11 am ET
If you love Plan Your Week, then you will love our newest EWOC community call designed to give you a quick boost of energy mid-week. This call is led by embodiment and neuro-reprogramming experts to help you release stress, tension and mental blocks and connect to the version of you who is energized, magnetic and ready to achieve big things. Please Use Your Unique Join Link in Your Email. See more details - ■ Scaling A Staffed Practice Business Coaching
Scaling A Staffed Practice Business Coaching When: September 24, 2025 10:30 am - 11:30 am
Where: Please Use Your Unique Join Link in Your Email
Description:This call is at 8:30 am PT | 9:30 am MT | 10:30 am CT | 11:30 am ET Do you have a staffed practice, or are desiring to make your first hire? Have questions and curiosities about what best practices you should be considering for your firm? This call is designed for PFLs who are already staffed, or are ready to scale beyond the Solo practice model and make their first, second, and third hires (and beyond). Learning to hire, train, manage and ultimately lead a team is an ongoing pursuit of any business owner and CEO, and this call will support your growth as the leader of your company and team. Please Use Your Unique Join Link in Your Email. See more details - ■ Communication Skills Coaching
Communication Skills Coaching When: September 24, 2025 12:00 pm - 1:30 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at 10 am PT | 11 am MT | 12 pm CT | 1pm ET Looking to level up your communication and leadership skills? This call offers guidance and training on how to connect and communicate with prospects, clients, and team members in a way that tangibly contributes to business growth. If you want to enhance your ability to build trust and connection at networking events, meetings, and FWPS so that clients are always eager to work with you, this call is for you! NOTE: We encourage you to attend our C4 event for additional communication and leadership training. Please Use Your Unique Join Link in Your Email. See more details - ■ PFLiT Coaching with Misty Ralston
PFLiT Coaching with Misty Ralston When: September 24, 2025 2:30 pm - 3:30 pm
Where: Join Link Coming Soon
Description:This call happens at 12:30 pm PT | 1:30 pm MT | 2:30 pm CT | 3:30 pm ET Are you a Personal Family Lawyer in Training? Are you working on your own plan, or getting ready to engage your first two clients? This call is geared toward supporting our PFLiT members who are working on their own EP, working toward engaging their first two clients, and preparation/roleplay for hosting their Life & Legacy Planning Sessions. Please Use Your Unique Join Link in Your Email. See more details
• • • • | 25- ■ AGM: Law Firm Exit Planning Q&A with Victoria Collier
AGM: Law Firm Exit Planning Q&A with Victoria Collier When: September 25, 2025 11:00 am - 12:00 pm
Where: Please Use Your Unique Join Link in Your Email
Description:Time: 9 am PT | 10 am MT | 11 am CT | 12 pm ET Now that you’ve attended the Law Firm Exit Planning Q&A with Victoria Collier, you’re likely thinking about how to apply what you’ve learned to your firm’s unique situation. This Live Q&A session with Victoria Collier is your opportunity to bring those questions to the table and receive expert guidance tailored to your specific needs. What to Expect: Clarify any concepts from the training and gain deeper insights into exit planning. Get personalized advice on implementing strategies for creating a saleable, high-value practice. Discuss challenges unique to your firm and explore solutions with Victoria’s expertise.
This interactive session is designed to help you bridge the gap between training and action, ensuring you’re equipped to take the next steps with confidence. Bring your questions, ideas, and challenges, and leave with clarity and actionable solutions! NOTE: This call is for our 2025 AGM Cohort Members See more details
• | 26- ■ Serving Communities of Color with Amber Saunders
Serving Communities of Color with Amber Saunders When: September 26, 2025 12:00 pm - 1:00 pm
Where:
Description:This call happens at: 10 am PT | 11 am MT | 12 pm CT | 1 pm ET Join Law Mentor Amber Saunders will provide training and answers questions around the strategy, messaging, mindset shifts, and adaptations to PFL resources and processes our members can implement to successfully attract, connect with, and engage people of color in Life & Legacy Planning services. Whether they serve a diverse clientele or have niched their focus down to exclusively serve people of color, these pragmatic strategies, marketing adaptions, and mindset sifts in talking about and delivering on the PFL Promise are relevant for any PFL as they tailor their systems for their ideal client avatar. See more details
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28 | 29- ■ EWOC: Plan Your Week Community Hour
EWOC: Plan Your Week Community Hour When: September 29, 2025 10:00 am - 11:00 am
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at 8 am PT | 9 am MT | 10 am CT | 11 am ET Want to start your week feeling clear, organized and ready to hit the ground running? Join us every Monday morning for a facilitated planning session for the week. During this one-hour session, you will be supported to map out your most important zones of focus and create a time-blocked calendar for the week. Please Use Your Unique Join Link in Your Email. See more details - ■ AGM SCALE: Bottleneck Breakthrough
AGM SCALE: Bottleneck Breakthrough When: September 29, 2025 11:00 am - 12:00 pm
Where:
Description:🗓 Weekly on Mondays 🕒 9 am PT | 10 am MT | 11 am CT | 12 PM ET 🎯 Audience: AGM SCALE 2025 Cohort Members + Critical Team Members Join us for Bottleneck Breakthrough, a hands-on working session designed to help your team identify, prioritize, and solve the operational challenges that are slowing your growth. In each call, we will: Uncover the root causes behind bottlenecks in your systems, team, or client experience Provide actionable strategies to eliminate friction and create flow Share examples and insights from other firms to inspire new approaches Equip you with tools and frameworks to apply beyond the call
You’ll leave with a focused action plan to drive meaningful progress in your firm’s operations. 🔗 Important: Please use your unique join link from your email to access the call. See more details - ■ AGM: *Bottleneck Breakthrough Hour
AGM: *Bottleneck Breakthrough Hour When: September 29, 2025 1:00 pm - 2:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:Time: 11 am PT | 12 pm MT | 1 pm CT | 2 pm ET Join us for our Bottleneck Breakthrough calls, where we guide you through a proven system to identify, prioritize, and solve the real operational bottlenecks holding your firm back. During these highly interactive sessions, we: Help you uncover the root cause of bottlenecks impacting your operations, team efficiency, or client experience. Teach actionable strategies to address bottlenecks with the support of our expertise, your leadership, and your team’s collaboration. Share real-world examples and insights from peer firms to inspire creative solutions. Equip you with tools and frameworks to ensure ongoing problem-solving beyond the call.
By the end of each call, you'll have a clear action plan for tackling your firm’s challenges and building a more scalable, streamlined operation. NOTE: This call is for our 2025 AGM Cohort Members & Critical Team Members See more details
• • • | 30- ■ Mastering Client Attraction
Mastering Client Attraction When: September 30, 2025 12:00 pm - 1:30 pm
Where: Please Use Your Unique Join Link in Your Email
Description:This call happens at 10 AM PT/ 11 AM MT/ 12 PM CT/ 1 PM ET Looking to level up your PFL marketing skills by learning industry best practices? Want to learn how to attract more clients with FREE marketing? Looking to scale your practice with paid marketing? This call offers PFLs guidance and training on their marketing strategies, with a focus on free and paid marketing resources dependent on where you are in your business as well as opportunities to learn from other members who have had consistent success with their marketing. Please Use Your Unique Join Link in Your Email. See more details - ■ EWOC: CEO Mindset With Ali Katz: Mastering Resource Leadership
EWOC: CEO Mindset With Ali Katz: Mastering Resource Leadership When: September 30, 2025 2:30 pm - 4:00 pm
Where: Please Use Your Unique Join Link in Your Email.
Description:Time: 12:30 pm PT | 1:30 pm MT | 2:30 pm CT | 3:30 pm ET
Receive live mentorship from Ali Katz on stepping fully into your role as a CEO of your life and/or business by mastering the art of wise resource leadership. A CEO’s core responsibility is allocation of time, energy, attention, and money (TEAM resources) strategically to drive growth and impact. Through Ali’s guidance and reflection, you’ll have the clarity and confidence to make empowered choices , and build your sustainable foundation for long-term success. The interactive format allows you to gain valuable insights not only from Ali’s expertise but also from the shared experiences of fellow PFL Firm Leaders and Eyes Wide Open Life Mentorship Members, fostering a collaborative space for growth and leadership mastery. Please Use Your Unique Join Link in Your Email. See more details
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