We are so excited to welcome Teresa Bush, InterActive Legal Director of Education and Support Services and her expertise to our upcoming Elder Law & Estate Planning Summit! There is still time to register to hear her insight and industry updates regarding Dementia Living Will Extensions. Learn more and register now!
The Million Dollar Solution: For Estate Planning and Elder Law Attorneys and Financial Advisors
Professional Training and Coaching
Williamsport, PA 185 followers
Transforming Ordinary Attorney & Financial Advisor Firm Into Well-Oiled Client Attraction Machines Since 2002.
About us
Whether you are fresh out of law school, wanting to change your level of practice, or an established elder law attorney ready to take your practice to the next level, the Million Dollar Solution is for you! MDS is unlike any other attorney coaching group. Members receive individualized attention from the company's president, Julie Steinbacher, CELA*. Julie takes time to listen to your concerns and learn more about you in order to establish realistic short and long-term goals. The Million Dollar Solution provides customized guidance, support, business development ideas, and back office solutions so that every attorney, no matter his or her age or elder law experience, can achieve their personal goals and the quality of life they want and deserve. MDS is constantly testing the water to bring our members the latest and greatest in elder law and estate planning, new procedures, and marketing ideas. *Certified as an Elder Law Attorney by the National Elder Law Foundation.
- Website
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https://www.themilliondollarsolution.com/
External link for The Million Dollar Solution: For Estate Planning and Elder Law Attorneys and Financial Advisors
- Industry
- Professional Training and Coaching
- Company size
- 2-10 employees
- Headquarters
- Williamsport, PA
- Type
- Privately Held
- Founded
- 2002
Locations
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Primary
413 Washington Blvd.
Williamsport, PA 17701, US
Employees at The Million Dollar Solution: For Estate Planning and Elder Law Attorneys and Financial Advisors
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Julieanne Steinbacher
Attorney, Shareholder at Steinbacher, Goodall & Yurchak President of Estate and Long-Term Care Planning, Inc.
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Cortney Steinbacher, MSA, CPA
Strategic Profit Analyst | Transforming Financial Management with Strategic Insight & Efficiency
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Dominic Loffredo, SHRM-CP, Kolbe Certified Consultant
Director Of Operations at The Million Dollar Solution: Elder Law Coaching Community
Updates
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It’s easy to make meaningful commitments while the week’s challenges are still fresh, and your vision for the future feels clear. Register for Advancing to Prosperity, an elder law and financial planning summit today. Let’s work together to build your success story. Register now! https://lnkd.in/endD5iXx
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We are excited to announce two phenomenal speakers - Jenna Franks, Esq., CELA and Kristin Daughtery, Certified Medicaid and Long-Term Care Planner are speaking at our “Advancing to Prosperity” conference in January! With decades of experience, bringing a dementia-focus to elder law and long-term care planning, their expertise can help you transform your firm and better serve your clients. Register now! https://lnkd.in/endD5iXx
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Thank you, Don, for giving our members the best-in-class education they deserve to have the work and life they desire! We are honored to share the room with your expertise and knowledge.
It was a blast teaching Top ElderLaw Attorneys about the Cash Benefit Long-Term Care insurance policies can be owned by a Caregivers Trust! Thank You The Million Dollar Solution: For Estate Planning and Elder Law Attorneys and Financial Advisors
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Interested in adding Medicaid panning, elder care navigation, or a dementia-focused practice to your elder law or estate planning office? Kristin is just one of master coaches MDS members have access to for coaching and insight!
Meet long-term care planner Kristin Daugherty, who we've had the pleasure of working with since 2011! Her additional accolades include Certified Dementia Practitioner, Alzheimer’s Disease and Dementia Care Trainer, and Certified Trainer through Second Wind Dreams. She absolutely loves coming to work every day – she really doesn't feel like it is a job. She attributes this to two reasons: "1. Our team at SGY – we are so lucky to have team members that are compassionate and dedicated to helping the families we work with. Everyone is willing to go above and beyond. 2. I'm passionate about helping families during difficult times. Planning for the second half of life can be overwhelming, scary, and very challenging to navigate. I love to use my knowledge and experience to take the pressure from the families so they can focus on being a spouse, child, loved one, etc." A fun fact about Kristin, "Outside of work – I am completely consumed with my kids’ activities – which I love! You will almost always find us at a baseball field or at the farm with our horses. Interestingly – I do not ride horses – my daughter loves to ride (and would spend every waking moment with her horses), but you will not catch me riding! I love the horses and appreciate them with my two feet on the ground. :)" The firm partners are Kristin's biggest inspirations. "Julie, Landon, and Jenna each bring something unique to the firm, including their knowledge, drive, and commitment to our clients. More importantly, though, is that each of them cares deeply for the families we help. This reflects across the SGY team and fosters an environment where we can best help those who are going through a difficult time." Attorney Steinbacher had the following to say about working alongside Kristin, “Kristin offers invaluable guidance and support to those navigating the planning process. Her unwavering dedication to learning and sharing her knowledge makes a world of a difference to those she works with. I truly appreciate Kristin’s commitment to her role in the firm!”
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While our president Julieanne Steinbacher was presenting at the NATIONAL ELDER LAW FOUNDATION this weekend, our strategic profit analyst Cortney Steinbacher, MSA, CPA, was connecting and presenting at the North Carolina National Academy of Elder Law Attorneys (NAELA). What an incredible weekend of educating and supporting Elder Law Attorneys from across the country!
I had a fantastic time representing The Million Dollar Solution: For Estate Planning and Elder Law Attorneys and Financial Advisors at the North Carolina National Academy of Elder Law Attorneys (NAELA) conference! It was great to connect with so many passionate elder law professionals and share the work we’re doing to help firms improve their profitability and streamline their processes. Thank you to everyone who stopped by the booth to chat—it’s always inspiring to meet others dedicated to helping clients navigate the complexities of elder law. I'm looking forward to continuing the conversation and exploring more ways we can work together to make a lasting impact. #NCNAELA #ElderLaw #LawFirmGrowth #TheMillionDollarSolution
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Discover how Well-Being Trusts are revolutionizing estate planning by focusing not just on wealth preservation, but also on enhancing physical health, relationships, career success, and community involvement. This is a unique opportunity to learn from one of the best in the field. Secure your spot now: https://lnkd.in/emqp-Dwt
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Today, we reflect on the courage and sacrifice shown on this day. We remember those we lost and the resilience that followed. #NeverForget
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Effective management of change is crucial for business longevity. Our blog post discusses practical strategies to help your business adapt and thrive in a changing environment. Learn how to embrace change as an opportunity for growth and innovation. https://lnkd.in/eTRieX8b #MDS #Dedicated #consulting