North Carolina Spring 2018 Meeting
Presented by the North Carolina Forum of Estate Planning Attorneys, Inc
Friday, March 23, 2018
9:30 AM to 3:00 PM ET
Friday, March 23, 2018
AT A GLANCE
The goal of this 3.0-hour CLE seminar is to enhance your familiarity with substantive law, drafting considerations for moderate-wealth client estate planning scenarios, and to provide each participant with hands-on practice skills using the Wealth Docx® interview format. Workbooks will be provided to each attendee. Our presenters for this informative and practical CLE are Joseph (“Joe”) Mitchiner and John Perna, both experienced Wealth Docx® users.
The goal of this 3.0-hour CLE seminar is to enhance your familiarity with substantive law, drafting considerations for moderate-wealth client estate planning scenarios, and to provide each participant with hands-on practice skills using the Wealth Docx® interview format. Workbooks will be provided to each attendee. Our presenters for this informative and practical CLE are Joseph (“Joe”) Mitchiner and John Perna, both experienced Wealth Docx® users.
LOCATION
Guilford Technical Community College & Conference Center
7908 Leabourne Rd
Colfax, North Carolina 27235
Driving directions
Guilford Technical Community College & Conference Center
7908 Leabourne Rd
Colfax, North Carolina 27235
Driving directions
TUITION & DUES
Dues for the NC Forum of Estate Planning Attorneys, Inc., are $50 annually (calendar year)
March 23, 2018 Meeting Registration and CLE Fees:
- $125 for the first or only person from a practice in which there is a WealthCounsel or ElderCounsel member
- $75 for each additional person from the same “WC” or “EC” firm
- $195 for each person being registered as a guest or who is not associated with a WealthCounsel or ElderCounsel firm
Payment must be made using the PayPal link provided on the Registration Confirmation page and in the Confirmation email.
