Frequently Asked Questions

Registering for individual sessions is not available. During registration for AEPS, registrants will be asked if they’d like to participate in Friday’s Practical Applications Lab (PAL). If yes, that will be included in their registration so it’s a seamless one-step registration process.

Yes, the entire event will be recorded and made available to all paid registrants. Registrants will be emailed a link with the recordings and a copy of the materials approximately two to three weeks after the conclusion of the event. If you have any questions, please contact Member Services at (888) 659-4069, ext, 818 or MemberServices@WealthCounsel.com.

All sessions will be recorded and made available to registrants after the event.  Non-registrants may purchase the conference recording once editing is complete.  Pricing for non-registrants to purchase the recording will be the same as the live event.
WealthCounsel Members - $99
Standard Price - $299

While registrants can technically share their screen with colleagues and watch the conference together, they should consider whether or not they want to claim CLE. In order for us to properly track CLE, anyone that would like to get CLE for the conference must register individually.

The following policy applies for refunds of registration fees on cancellation of the Advanced Estate Planning Summit:

  • No refunds of registration fees will be made in excess of the amount actually paid by the registrant for the registration.
  • A registrant who cancels registration 5 or more business days prior Thursday, September 23, 2021, will receive a full refund of all registration fees.
  • A registrant who cancels 4 or fewer business days prior to Thursday, September 23, 2021 will receive no refund of any registration fees. 100% of the registration fee will be forfeited.

Please note - All sessions will be recorded and registrants will be emailed a link with the recordings and a copy of the materials approximately two to three weeks after the conclusion of the event.

For information and assistance with a cancellation or refund, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.

CLE:
At least 5.5, including 1.0 Ethics
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: CO, FL, GA, IL, KS, NC, SC, TN
Other states to be determined as registrations warrant - please check back for updates.

CFP:
Pending: At least 5.5 credits (National CFP Board)

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: At least 5.5
Field of Study: Taxation, Ethics
Prerequisites: JD, CPA, or CFP
Advance Preparation: None
Review Date: TBD

In order to be awarded the full credit hours, you must be present during the entire program.

You will be emailed your continuing education certificate(s) of completion approximately three weeks after the event.

Session materials will be provided prior to the event date. Click here to access materials. You will need the email address and password you used when you registered to access this resource. If you need assistance, please contact Member Services at (888) 659-4069, ext, 818 or MemberServices@WealthCounsel.com.

Find the “chat” in the lower right corner of the Event Hub page. Select Event Support on the form, along with other requested information. A WealthCounsel Membership Advisor will work with you to answer your question or troubleshoot your issue.

  1. Make sure your computer or external speaker volume is turned up (and your computer sound is not muted)
  2. You may want to check your internet connection which could be causing the problem. Try to reduce the load by closing other programs on your computer. 
  3. Do you have external speakers? If so, double-check the connection.
  4. You may want to try logging out and logging back into the session.
  5. If these steps do not fix the problem, please contact Member Services at (888) 659-4069, ext, 818 or MemberServices@WealthCounsel.com for the dial in information.

Look for the yellow Join Session button next to the session name, under the scrolling images. This will take you to a waiting room if the session has not yet started or directly into the session if it is in progress. From the waiting room, you will be automatically moved into the session once it begins.

We recommend you keep the Event Hub page open throughout the day to make it easier for you to navigate from one session to the next.

Visit Event Hub

The Event Hub is the event "location". 
This is where you will find the "View Session" button which will take you into each session-webinar throughout the day. You will need the email address and password you used when you registered to access this resource.