CLASS SCHEDULE

TAKING THE ROAD LESS TRAVELED- BUILDING A GREAT BUSINESS/CULTIVATING A GREAT LIFE
SATURDAY, FEBRUARY 22nd, 2025
(Jennifer Felten)
8:30 – 11:30am
Ayres Hotel, Costa Mesa
Register by February 20th

BUILDING THE BUSINESS/BUILDING YOUR BRAND
SATURDAY, March 8th, 2025
(Jennifer Felten & Larry O’Brien)
8:30 – 3:00pm
Ayres Hotel, Costa Mesa
Register by March 6th

NOTES AND DEEDS
COMING SOON

PRELIM REPORT
COMING SOON

COMMERCIAL ESCROW II
COMING SOON

MANUFACTURING HOME ESCROWS II
COMING SOON

ESCROW PROCESSING
COMING SOON

TEAM BUILDING – RAISING THE BAR
COMING SOON

SUCCESS – MANAGEMENT/LEADERSHIP
COMING SOON

ESCROW – BASIC MANAGEMENT SKILLS 1.0
COMING SOON

LEADING THE WAY – LEADERSHIP 2.0
COMING SOON

FIRST CLASS – PATHWAY TO EXCELLENCE
COMING SOON

“TAKING THE ROAD LESS TRAVELED –
BUILDING A GREAT BUSINESS/CULTIVATING A GREAT LIFE”
SATURDAY, FEBRUARY 22nd, 2025
8:30 – 11:30am
Ayres Hotel, Costa Mesa
Tuition: $159
(Jennifer Felten)

Join prominent escrow attorney, JENNIFER FELTEN, RE LAW APC, noted in-demand professional speaker, former Escrow Manager, class instructor for “The
Escrow Training Institute” and strong supporter of escrow/real estate continued education.

Follow her path in building a great company while cultivating a great life.  In this class, Jennifer will cover:

  • The four pillars of entrepreneurial success: time management, marketing, staffing, and profitability
  • Time management strategies to enhance efficiency, reduce stress, and improve work-life balance
  • Building meaningful client connections that reflect your company’s values
  • Effective marketing techniques to ensure your company remains on top
  • Cultivating personal satisfaction/longevity through life practices & self-care

Jennifer will further build upon marketing strategies in her upcoming (March 8th, 2025) workshop “Marketing from Behind Your Desk.” More information will follow.

BUILDING THE BUSINESS/BUILDING YOUR BRAND
SATURDAY, MARCH 8th  2025
8:30 – 3:00pm
Ayres Hotel, Costa Mesa
Tuition: $179
(Jennifer Felten & Larry O’Brien)

This two-part (one day) workshop, conducted by subject matter experts (SME’s), will focus on building your business through Marketing and on proven strategies in building YOUR brand and competitive advantage, by being the Company/Employer of Choice.

Marketing from Behind the Desk
Instructor: Jennifer Felten, Esq. – RE LAW, APC
Discover how to effectively market your escrow services while maintaining compliance with escrow regulations. This class focuses on leveraging modern tools and strategies to grow your business without ever leaving your desk.

Key Takeaways:

  • Learn how to use social media platforms for effective and ethical marketing.
  • Explore online marketing strategies that resonate with today’s clients.
  • Understand compliance with RESPA and other key regulations in online
    marketing.
  • Gain practical tips for maintaining professionalism and building trust online.

Being the Escrow Company and Employer of Choice
Instructor: Larry O’Brien, President “The Escrow Training Institute/Escrow Leadership Management School (E.L.M.S.)
This class helps you/your Company prepare to be an industry LEADER, at it relates to growing your business, building an exceptional team, Personal and Company brand and reputation – “Being the Company/Employer of Choice”

Key Takeaways:

  • Creating Your Plan/Proven strategies that elevate YOUR “game.”
  • Understanding what it takes to be a Company/Employer of Choice/
  • What other industry Companies are doing now, that you may not.
  • Setting the stage – where to start (what highly successful companies do)
  • What is important to the different “generational” team members.

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All Rights Reserved