Estate Planning Bootcamp will equip you with the strong legal foundation and practice-building skills you need to confidently serve estate planning clients in the most effective way for your practice.
Presented by the talented faculty from WealthCounsel, Estate Planning Bootcamp provides estate planning practitioners like you with the knowledge and skills needed for:
- Competence in foundational estate planning law,
- Intelligent document drafting,
- Strategic practice-building, and
- Thoughtful and confident client acquisition.
After completing this intensive live (virtual) educational and practice-building program, you will leave with the legal foundation and practice-building tools you need to succeed, a plan to carry your momentum from the workshop forward, and a community of supportive peers to cheer you on.
TUITION
CLE INFORMATION
CLE - 3 Days:
12.25 credits
States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
More states TBD
CLE - Bonus Session:
1.0 General credits
(Will be added to 3-day CLE total, for final total of 10.0 general credits)
CLE - Pre-Camp Videos:
2.0 General credits
States Pre-Approved: AR, CA, NJ, NY, OH, OK, PA, VT (AK, AZ, CT, NH eligible to claim credit)
More states TBD
NOTE: For accurate records, each employee in an organization must register individually for CLE attendance reporting and audit.