PREMIUM CLIENTS. CONSISTENT GROWTH. REAL FREEDOM.
if you're serious about growing
your estate planning firm
you'll be in this room.
vertex league live 2
CHARLESTON, SC
APRIL 29 - MAY 1, 2026
100 Seats.
Less Than 50 Tickets Remaining.
Built for Vertex. Open to ALL Estate Planning Law Firm Owner Serious About Growth.
Secure Your Ticket For $997
This is what it feels like to be in the room.
Real owners. Real conversations. Real growth.
If you're serious about building something bigger... keep reading.
If You're In Vertex... Don't Wait
Every year we make sure that we all get in the same room. We share what's working, we refine what's not. We challenge each other. We build.
We will not have enough seats for everyone in our community to come.
If you're planning to come, secure your seat now.
And if you're not in Vertex yet?
This is your opportunity to experience it live.
You'll see how we build firms. You'll meet our amazing community.
And you'll under stand why our members grow the way they do.
These Aren't Just Lessons...
It's Community.
Who Shows Up In This Room?
Owners who know they're capable of more.
Not because they're failing. But because they refuse to plateau.
Law firm owners who are already doing well... and want to build something exceptional.
Operators who want premium clients, stronger systems, and real leverage...
...without trading their life to get there.
This room is full of builders.
And if that's you... you'll be here.
Why This Is Not
"Just Another Event"
Most events exist to pump you up and inspire you...
This one is built around systems and implementation.
At Vertex League Live,
we teach exactly what we do inside
our own estate planning law firm…
and help you start building it for yours.
That Means...
🚀 Teaching and hands-on working sessions
🚀 A 2 hour implementation workshop
🚀 Direct access to Andrew & Tracy Zihmer
🚀 Networking with 99 other law firm owners
🚀 Lessons that are created in our law firm
If you’ve ever left an event fired up but unsure what to do next,
this is the opposite of that experience.
If this is your first time attending Vertex League Live... or you are an original member of Vertex League that came last year... this is your EXCLUSIVE invitation to join us in Charleston, South Carolina for the entrepreneurial estate planning law firm event of the year!
This year, we're centering the entire event around one idea. One shift. One system.
The thing that has driven the biggest growth inside our firm in the pas 6 months.
We'll break it down.
We'll show you how it works.
And we'll help you built it.
You see, we learned something about our community last year at Vertex League Live:
We Are The Crazy Ones.
Crazy Ones
[krāzē wʌnz] noun
1. Misfits, rebels, troublemakers; round pegs in square holes.
2. The ones who see things differently.
The ones who bet on ourselves.
The ones who take risks.
The ones who build when others play it safe.
Entrepreneurship is hard.
Most people don't understand it.
They call us crazy.
Good.
Because the ones crazy enough to build something bigger...
...are the ones who do.
Why We Do This
Because building a law firm is hard.
The risk. The payroll. The responsibility. The weight of knowing that every decision runs through you.
Because leadership is lonely.
Even when you have a team. Even when you have clients. Even when you're "successful."
That's why we host this event.
Because sometimes you need to be in a room with people who get it.
People who are dealing with the same pressures. The same ceilings. The same questions about what's next.
A room where you don't have to explain yourself. A room where you can be honest about what's working... and what isn't.
Growth happens faster when you're not doing it alone.
Once a year, we get in the same room... and raise the bar together.
Here's A Sneak Peak At The
Vertex League Live Schedule
DAY ONE
Strengthen Relationships
APRIL 29th, 2026
Hyatt House Charleston / Historic District
This is where it becomes real.
Meet the community. Shake hands. Real connection with us. Connect with other high level firm owners who are building differently.
It starts here.
Welcome Reception + Registration
Hyatt House Charleston / Historic District
6:00pm to 8:00pm EST
We’ll kick Vertex League Live 2 off with our welcome reception at the hotel venue in Charleston.
Heavy appetizers. Open bar. The entire estates and trusts crew in one room.
This is where the event really begins.
This is a relaxed, real, and built for conversation space. You’ll reconnect with familiar faces, finally meet people you’ve only known online, and start the kinds of conversations that make this community special.
It’s “come as you are" and “come when you can.”
If your flight gets in late, walk straight in. We’ll still be there.
DAY TWO
Architecture of a High Performance Law Firm
APRIL 30th, 2026
8:00am to 5:00pm EST
Hyatt House Charleston / Historic District
We break down the systems that drive real revenue growth. You’ll see exactly how Zihmer Law Firm operates behind the curtain... the numbers, the frameworks, and the decisions that fuel performance.
This isn’t theory. It’s the real operating system.
And you’ll leave with the clarity to build it inside your own firm.
Breakfast + Registration
8:00am to 9:00am EST
Start your morning with coffee, breakfast, and the energy of a room full of estate planning firm owners who decided to show up.
Registration will be open early so you can check in, grab your materials, and settle in before we begin.
This is your time to reconnect with familiar faces, meet new ones, and ease into the event without rushing.
Conversations will already be happening. Ideas will already be flying. You’ll feel the momentum building before the first session even starts.
Grab your seat. Open your notebook. And we'll be ready to get to work.
The Sales Multiplier
Most firms grow the way they’ve always grown.
One conversation at a time. One appointment at a time.
But what if there’s a smarter way to approach sales in an estate planning firm? In this session, we’ll explore a different model… one that changes how authority is built, how trust is formed, and how growth compounds.
You may never look at your sales process the same way again.
Relationship Revenue Framework
Attention is easy to get.
Trust is harder.
In this session, we’ll explore how ongoing communication quietly shapes authority, nurtures prospects, and creates momentum behind the scenes.
Sometimes the biggest growth lever isn’t louder marketing.
It’s stronger relationships.
You don't always need to go to the "latest and greatest". Instead, why don't you go with something that's worked for decades...and still does.
Behind the Curtain: Inside Zihmer Law Firm
You’ll get an unfiltered look at how our firm actually operates.
What’s working. What’s changed. What we’ve simplified. What we’ve eliminated.
We’ll walk through the systems, decisions, and structure that drive consistent growth… not theory, but what we’re actively doing inside the firm.
Just a transparent look at how a modern estate planning firm is built to scale.
Including recent changes and what's driving our growth RIGHT NOW.
Lunch + Networking
Take a break, grab lunch, and connect with other estate planning firm owners who are in the trenches just like you.
This is where the real conversations happen.
What’s working. What’s not. What you’re trying next.
Some of the most valuable ideas won’t come from the stage… they’ll come from the table you’re sitting at.
Eat. Reset. Build relationships.
State of Vertex
This is a closed-door look at what’s really happening inside Vertex.
What we’re refining.
Where we’re doubling down.
And what’s coming next.
You’ll hear it directly from the founders... unfiltered, honest, and strategic.
The wins. The lessons. The decisions.
Because when you’re in this room, you’re not just attending an event.
You’re part of something that’s being built in real time.
The Vertex Workshop:
Signature Session
We don’t announce this one ahead of time.
It’s hands-on. It’s practical. And it’s designed to move you from thinking about growth… to building it.
Last year at Vertex League Live, this was the moment everyone talked about.
This year, we're doing a workshop again... and we're raising the bar again.
If you’re coming to Vertex League Live 2 for one thing… this might be it.
VERTEX
EXPERIENCE
You Don't Want To Miss This!
APRIL 30th, 2026
6:00pm to 8:30pm EST
Hyatt House Charleston / Historic District | Transportation provided to Carolina Belle
To cap off the 2nd day of Vertex League Live, we'll all go on an "experience" in Charleston, South Carolina.
What will it be?!
Dinner, drinks, and time together with your best friends from Vertex League Live!
Charleston
Dinner Cruise
We’ll provide transportation from the Hyatt House Charleston / Historic District to the pier so you can relax and enjoy the night without worrying about logistics.
Then we’ll board the Carolina Belle and cruise the Charleston Harbor as the sun sets over the water.
Dinner will be served. Drinks will be flowing. And the conversations will go deeper than they ever could in a conference hallway.
Vertex League Live isn’t just about what happens on stage. It’s about the relationships built off it... the friendships and shared conversations that continue long after the event ends.
DAY THREE
Becoming the One
MAY 1st, 2026
8:00am to 3:30pm EST
Hyatt House Charleston / Historic District
At some point, someone has to decide to lead differently… to build differently… to raise the standard for what’s possible. In your firm. In your family. In your life.
We’ll talk about what it really means to be the one who changes the trajectory... the one who builds real wealth, creates stability, and refuses to operate at average.
You won’t just leave with ideas. You’ll leave seeing your role differently.
Breakfast
8:00am to 9:00am EST
Start your final morning with coffee, breakfast, and one more round of conversations before everyone heads back to their firms.
This is your chance to connect with the people you met, exchange contact information, and talk through what you’re actually going to implement when you get home.
The event may be ending… but this is where the follow-through begins.
Grab a seat. Have a conversation. Make a plan.
The Marketing Flywheel
Most firms market in bursts.
Then it slows. Then it stops.
In this session, we’ll look at a different approach... one where your marketing builds on itself and keeps moving, even when you’re not actively pushing it.
Momentum doesn’t happen by accident.
It’s designed this way.
Flat Fee Operating System
What if your firm didn’t run on hours… but on outcomes?
In this session, we’ll explore a different way to structure work, accountability, and revenue inside an estate planning and probate firm.
Instead of tracking time, we’ll look at how milestone-based production and flat fees create clarity for your team and predictability for your numbers.
No timesheets.
No credit for rework.
No confusion about what matters.
Just a simplified structure that rewards efficiency, ownership, and getting it right the first time.
Becoming The "One"
There’s always one.
The one who raises the standard.
The one who refuses to settle.
The one who decides to operate differently.
This session isn’t just about your firm.
It’s about your life.
The version of you who shows up fully... as a leader, a builder, a spouse, a parent.
Because the firm you want… and the life you want… require a different identity.
Growth doesn’t start with tactics.
It starts with who you decide to become.
Lunch + Networking
One final chance to connect before everyone heads home.
Use this time to solidify your plans, exchange contact information, and have the conversations that don’t always fit into a session.
Some of the best ideas happen at the table.
Enjoy the moment… then head back ready to execute.
Ask Us Anything: Direct Access Session
Pass the mic. Ask your question.
This is your opportunity to get real-time feedback on your firm, your marketing, your team, or whatever is keeping you stuck.
No scripts. No pre-screened questions.
Just direct answers, practical insight, and honest strategy... on the spot.
Bring the hard questions.
The Call To Lead
Before we close, we make it real.
You’ll reflect on the last five years… and commit to the next five.
You’ll define the standard you’re choosing to operate at... in business and in life.
Entrepreneurship isn’t easy. It never has been.
But leadership is a choice.
This is the moment you make it.
Join Us In Charleston.
VERTEX LEAGUE LIVE
Three Days. One Room.
100 Seats.
If you're serious about raising the standard in your firm and your life... we'll see you there.
Vertex League LIVE 2
Charleston, SC
April 29TH - May 1ST, 2026
$997
Less than 50 tickets remaining.
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Frequently Asked Questions
Event General Questions
Do I have to be a member of Vertex League Mastermind or Vertex League Inner Circle to attend?
No, you do not! This is open to anyone that wants to come. While there will be a lot of our members in attendance, that is not required to purchase a ticket.
Are there sponsorship opportunities for my business?
No, there are not. At this time we believe in keeping Vertex League Live free of sponsors and any conflicting outside interests.
What is the Event schedule going to be?
Registration will start on April 29th at 6:00pm and will continue until the Event kicks off on April 30th at 9:00am.
Welcome Reception is on April 29th, 2026 from 6:00pm to 8:00pm EST.
The Event will then be on April 30th, 2026 from 8:00am until 5:00pm with the Vertex Experience being from 6:00pm to 8:30pm.
The Event will continue on May 1st, 2026 from 8:00am until 3:30pm.
Full agenda will be provided at the event.
We do reserve the right to change this schedule at any time.
Will there be workbooks or packets?
There will be packets with handouts, additional information, and for note taking.
Additionally, please feel free to bring laptop computers, tablets, or old-fashioned pen & paper for taking notes!
Will any meals be included in my ticket?
Heavy appetizers are included at the Welcome Reception on April 29th.
Breakfast and Lunch are included on April 30th and May 1st.
Dinner will be provided at the Vertex Experience on the evening of April 30th.
The Vertex Experience and Welcome Reception will include an open bar.
How many people will be at this event?
We plan to have 100 lawyers and law firm owners at this event.
What time does each day start?
Days 2 and 3 have breakfast starting at 8:00am EST. Speakers will go on stage promptly at 9:00am EST.
Day 1 is the welcome reception and it is an open hours event from 6:00pm to 8:00pm EST.
Will there be official recordings of the speakers?
Yes, there are official recordings. They will be given to active members of Vertex League Mastermind that purchase a ticket.
Venue/Accommodations
Vertex League Live Dates (the "Event")
April 29th through May 1st, 2026
Welcome Reception on April 29th.
Main Event with speakers on April 30th and May 1st.
Which venue is this at?
Hyatt House Charleston / Historic District
560 King Street, Charleston, SC 29403
Is there a room block?
Yes, at Hyatt House Charleston / Historic District. Booking link here:
https://www.hyatt.com/events/en-US/group-booking/CHSXH/G-VERT
When this hotel reaches capacity, there are several other hotels within walking distance and near the airport so that you have options based on price and location.
Tickets & Registration
What is the price per ticket?
The tickets are $997 each.
Who needs a ticket?
Anyone that wants to attend the events. All events require a purchased ticket.
This includes the Welcome Reception on Day 1; the breakfast, lunch, and speakers on Day 2 and Day 3; The Vertex Experience on the evening of Day 2.
What is the refund policy?
If you require a refund, you must contact us no later than March 30th, 2026 (30 days before the Event) so that we can get the ticket to someone on the waiting list.
People
Can I bring my baby/kids?
No, this event is not appropriate for young children.
Can I bring my high school or college aged (or older) children?
Yes, you can! They require a ticket like any other attendee.
I want my spouse or partner to come with me.
You can purchase as many tickets as needed to bring family, friends, coworkers, and your team.
Special Accommodations
I have food allergies or special diet.
Please email us at andrew@vertexleague.com so that we can make special arrangements for you.