Frequently Asked Questions

Registering for individual sessions is not available. 

Yes, the entire event will be recorded and made available to all registrants. Registrants will be notified via email when the recordings are ready, 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. Nonregistrants may purchase the conference recording once editing is complete. Pricing for nonregistrants to purchase the recording will be the same as the live event:

  • WealthCounsel Members - $99
  • Guests - $299

While registrants can technically share their screen with colleagues and view the conference together, they should consider whether or not they want to claim continuing legal education (CLE) credits. For us to properly track CLE and report credits, an attendee must register individually, and view the conference separately under their own login so we can see their attendance and time spent in the conference.

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 their registration five (5) or more business days prior to Friday, April 5, 2024, will receive a full refund of all registration fees.
  • A registrant who cancels four (4) or fewer business days prior to Friday, April 5, 2024 will receive no refund of any registration fees. One hundred (100) percent 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:
5.0 General Credits

States Pre-Approved: AR, CA (EP Legal Spec), FL, ME, MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT

States Pending Approval: GA, IL, KS, NC, TN

States Eligible to Claim Credit with Certificate: AK, AZ, CT, MT, ND, NH

Self-Apply: If you do not see your state listed, please self-apply. Should you need information to do so, please contact cle@wealthcounsel.com.

Verification Codes: Please take note of the verification codes given during the program and save them. You do not need to send them to us unless we ask for them. We can see your attendance and login times; however, if there are any unforeseen state bar or WealthCounsel attendance or technical issues, you may be asked for it.

CFP:
Not offered for this program

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 6.0
Field of Study: Taxation
Prerequisites: JD, CPA, or CFP
Advance Preparation: None

Review Date: 3/27/2024

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website; www.nasbaregistry.org.

Please note: The supplemental Practical Applications Lab program is not CLE eligible.

Credits Awarded: 

In order to be awarded the FULL amount of credit hours, you must be present during the entire program.  Credit will not be awarded for recordings viewed through the Event Hub.  

 

We will email your CLE certificate of completion approximately 4-6 weeks after the event. It will also include the Agenda and Bios to help you self-apply in states that are not approved for CLE.  You do not need to send them back to us, however please keep them in your files on your computer desktop or elsewhere in case you are asked for it by your state bar or governing agency.

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.

  1. Make sure your computer or external speaker volume is turned up and your computer sound is not muted.
  2. You should also check your internet connection and any external speaker ocnnections, which could be causing the problem.
  3. Try to reduce the load by closing other programs on your computer. 
  4. You may want to try logging out and logging back into the session.

If these steps do not fix the problem, please contact member services at (888) 659-4069, ext. 818 or memberservices@wealthcounsel.com for the phone dial-in information.

Look for the "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 keeping the Event Hub page open throughout the day to make it easier for you to navigate from one session to the next.