Becoming LP5 trained
You can't guide clients through a system you haven't experienced yourself
LP5 training for attorneys is a two-part process. It starts where every great advisor starts — with your own plan. Then it moves to implementation: how to bring this into your practice, re-engage your existing client base, and build the affiliate revenue streams that come with it.
Attorneys who have built their own LifePlan speak to clients from experience, not from a brochure. That difference is audible — and it closes engagements.
Step 1 — Consumer workshop
Build your own LifePlan first
You attend the same LP5 workshop your clients will take — as a participant, not an observer. You’ll build a complete LifePlan for yourself, working through all five pillars: health, housing, financial, legal, and family.
12 hours of comprehensive LifePlanning education. You’ll leave with a genuine understanding of what your clients experience and why this is a categorically different product than anything else in your market.
What you walk away with:
- Your own completed LifePlan
- Firsthand experience of the five-pillar framework
- Free one-year Life Plan Organizer membership
- Free copy of Master Your Future Workbook
- Free copy of Your Retirement: Dream or Disaster
Step 2 — Professionals intensive
Learn to implement LP5 in your practice
A 4-hour session designed exclusively for elder law and estate planning attorneys. Covers how to re-engage your existing client base, price LP5 engagements, and set up your affiliate income streams from day one.
Includes coaching on PBS lead conversion and how to leverage your status as an LP5-trained attorney to reach your practice goals.
What you walk away with:
- The Elder Counselor Clause Package
- Access to the AgingOptions referral network
- Your affiliate storefront setup
- The re-engagement conversation framework
Training schedule
Workshops run monthly. Intensives run quarterly.
There’s always an upcoming session — so the only thing standing between you and a transformed practice is booking a call.
GET IN TOUCH
Ready to get started, or just have a question? Either way, a real person will reach out.
Whether you’re ready to book your training or you just want to understand what this looks like for your specific practice — fill out the form below. Someone from the AgingOptions team will reach out personally within one business day. No automated sequences, no sales pressure. Just a real conversation with someone who knows this program inside and out.
We never use or sell your data for anything other than this single contact point.