Attorney-Focused Pre-Sessions
March 27, 2025
CLE:
Earn up to 6.0 General credits
States pre-approved: CA, FL, MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT
States pending approval: IL, OR, WA
States eligible to claim credit with certificate: AK, AZ, CT, MT, ND, NH
Self-Apply:
Attorneys, if you do not see your state listed, please self-apply with your state bar for CLE credit. Should you need information to do so, please contact cle@wealthcounsel.com cle@wealthcounsel.com
***Please see Other Important Information below for CLE reporting responsibility
CPE:
Earn up to 7.0 credits
***CPA attendees must self-report credits earned with certificate
Program knowledge level: Intermediate
Delivery method: Group-Live
Recommended CPE credit: up to 7.0 credits
Field of study: Taxation
Prerequisites: JD, CPA, or CFP
Advance preparation: None
CFP:
Not offered for this program
Financial Planner-Focused Pre-Sessions
March 27, 2025
CLE:
Not offered for this program
CPE:
Earn up to 5.50 credits
***CPA attendees must self-report credits earned with certificate
Program knowledge level: Intermediate
Delivery method: Group-Live
Recommended CPE credit: up to 5.50 credits
Field of study: Taxation
Prerequisites: JD, CPA, or CFP
Advance preparation: None
CFP:
Earn up to 4.50 Credits
Pending Approval from CFP Board
***WealthCounsel will report credits earned for Financial Planner attendees
Academy of Special Needs Planners National Conference
Friday, March 28 — Saturday, March 29
CLE:
Earn up to 7.25 General credits
States pre-approved: CA, FL, MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT
States pending approval: IL, OR, WA
States eligible to claim credit with certificate: AK, AZ, CT, MT, ND, NH
Self-Apply:
Attorneys, if you do not see your state listed, please self-apply with your state bar for CLE credit. Should you need information to do so, please contact cle@wealthcounsel.com cle@wealthcounsel.com
***Please see Other Important Information below for CLE reporting responsibility
CPE:
Earn up to 8.50 credits
***CPA attendees must self-report credits earned with certificate
Program knowledge level: Intermediate
Delivery method: Group-Live
Recommended CPE credit: up to 8.50 credits
Field of study: Taxation
Prerequisites: JD, CPA, or CFP
Advance preparation: None
CFP:
Not offered for this program
Other Important Information
Self-Apply:
If you do not see your state listed for CLE, please self-apply. Should you need information to do so, please contact cle@wealthcounsel.com cle@wealthcounsel.com.
Credits Earned / Awarded:
Respective CLE, CFP, and CPE credits will be awarded for each eligible session attended during the on-site programs. You must attend the entire session to receive credit.
Attendance Tracking for CLE, CFP, and CPE:
Information coming soon! Please check back for instruction.
Credits Reported
Once the attendance analysis is completed, we will report credits for CLE within 4-6 weeks to the following required states: IL, NV, OH, OK, OR, PA, TX, UT, WA. All other states approved for CLE are self-report. We will also report credits to the CFP Board within 4-6 weeks for the Financial Planner-Focused Pre-Sessions. CPE credits must be self-reported by attendees.
Certificates of Completion:
We will email your certificates of completion within 4 to 6 weeks after the event. You do not need to send them back to us, however, please keep them in your records in case your state bar or governing agency asks for it. It will also include an agenda and bios to help you apply in states not approved for CLE.
CPE Information:
Review Date: 3/20/25
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.
CLE Contact Information:
If you still have questions, please contact cle@wealthcounsel.com, or stop by the registration desk at the event!