Estate Planning Bootcamp will equip you with the strong legal foundation and practice-building skills you need to confidently serve estate planning clients in the most effective way for your practice.
Presented by the talented faculty from WealthCounsel and Atticus, Estate Planning Bootcamp provides estate planning practitioners like you with the knowledge and skills needed for:
- Competence in foundational estate planning law,
- Intelligent document drafting,
- Strategic practice-building, and
- Thoughtful and confident client acquisition.
After completing this intensive live (virtual) 5-week educational and practice building program, you will leave with the legal foundation and practice-building tools you need to succeed, a plan to carry your momentum from the workshop forward, and a community of supportive peers to cheer you on. What are you waiting for?
TUITION
Tuition for Bootcamp is $1495 and includes:
- The 30-minute welcome call will kick off the program on Friday, July 10th at 1:00 PM ET.
- Virtual sessions will begin each Tuesday from 1:00-5:00 PM ET beginning Tuesday, July 21st, and ending on Tuesday, August 18th.
- Three pre-camp videos to introduce attendees to foundational estate planning concepts.
- Following Session 5 there will be a series of optional, themed zoom meetings with the attendees to help members apply what they have learned to their practice. Topics will include drafting, a Q&A session (getting unstuck), and more!
- Bootcamp will include a special online community for attendee questions and discussions
CLE INFORMATION
CLE - 5 Sessions:
10.50 General credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: AL, CO, FL, GA, ND, NM, OR, TN, VA
CLE - Pre-Camp Videos:
2.0 General credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: AL, CO, FL, GA, ND, NM, OR, TN, VA