Attorney-Focused Pre-Sessions, April 29, 2026

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: GA, IL, NC
States eligible to claim credit with certificate: AK, AZ, CT, HI, MT, ND, NH 

Please provide your license number(s) and state(s) in your registration information (e.g., CA 123456). This is required for CLE credit. 

Self-Apply
Attorneys can self-apply with their state bar for CLE credit if they do not see their state listed. Please contact cle@wealthcounsel.com if more information is needed. Please see Other Important Information below for CLE reporting responsibility.

CPE
Earn up to 7.0 credits.
CPA attendees must self-report credits earned and submit their 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, April 29, 2026

CLE
Not offered for this program

CPE
Earn up to 5.0 credits.
CPA attendees must self-report credits earned and submit their certificate.
Program knowledge level: Intermediate
Delivery method: Group, live
Recommended CPE credit: up to 5.0 credits
Field of study: Taxation
Prerequisites: JD, CPA, or CFP
Advance preparation: None

CFP
Earn up to 5.0 credits.
Pending Approval from CFP Board
WealthCounsel will report credits earned for CFP attendees.

Please provide your license number(s) and state(s) in your registration information (e.g., CFP 123456). This is required for CFP credit. 

 

Academy of Special Needs Planners National Conference
Thursday, April 30, and Friday, May 1

CLE
Earn up to 7.0 general credits.
States pre-approved: CA, FL, MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT
States pending approval: GA, IL, NC
States eligible to claim credit with certificate: AK, AZ, CT, HI, MT, ND, NH

Please provide your license number(s) and state(s) in your registration information (e.g., CA 123456). This is required for CLE credit. 

Self-Apply
Attorneys can self-apply with their state bar for CLE credit if they do not see their state listed. Please contact cle@wealthcounsel.com if more information is needed. Please see Other Important Information below for CLE reporting responsibility.

CPE
Earn up to 8.0 credits.
CPA attendees must self-report credits earned and submit their certificate.
Program knowledge level: Intermediate
Delivery method: Group, live
Recommended CPE credit: Up to 8.0 credits
Field of study: Taxation
Prerequisites: JD, CPA, or CFP
Advance preparation: None

CFP
Earn up to 8.0 credits
Pending approval from CFP Board
WealthCounsel will report credits earned for CFP attendees.

Please provide your license number(s) and state(s) in your registration information (e.g., CFP 123456). This is required for CFP credit. 

 

Other Important Information

Attendance Tracking for CLE, CFP, and CPE

  • If you attend a presession, an attendance verification form will be emailed to you on Wednesday morning, April 29, and again on Thursday morning, April 30, if you attend the conference.
  • You must complete this form to receive your Certificate of Attendance and any pending CLE, CFP, or CPE credits.
  • The form must be completed by the end of the conference.
  • Please visit the registration desk for any questions or concerns, or contact cle@wealthcounsel.com.
  • For additional information, visit the CLE, CFP, and CPE information section under the Event Information tab on the conference website.

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.

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. 

Credits Reported
Once the attendance analysis is completed, we will report credits for CLE within six weeks to the following required states: GA, IL, NC, NV, OH, OK, PA, TX, UT. All other states approved for CLE are self-report. We will also report credits to the CFP Board within 30 days. CPE credits must be self-reported by attendees.

Certificates of Completion
We will email your certificates of completion within six 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 them. The email will also include an agenda and speaker biographies to help you apply in states not approved for CLE or for any other CE organizations we do not seek approval from.  

CPE Information
Review Date: April 22, 2026
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 accepting 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!