CLE (Attorneys):
1.50 General Credits
States Pre-Approved: CA, 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, HI, MT, ND, NH
Please list your Licensed State(s) and corresponding ID# in your registration
CFP® and CPE credits are not offered for this program.
Self-Applying for Approval
If you do not see your state, or other CE organizations listed as approved, please self-apply. Agendas and bios will be sent with the certificate of attendance to help you with this process. Should you need this information sooner, please contact cle@wealthcounsel.com. Before you begin, please always contact your state bar or other CE organization for updated information on how to self-apply in your jurisdiction(s).
ID and License Number(s)
This information is required to receive credit. When prompted during your registration for this course, please list your license number(s), along with the corresponding state abbreviation(s) for CLE credit. If you have already registered, you are able to go back to your registration at any time and fill them in.
Verification Code(s)
Please take note of the verification code given during the program and save them. You do not need to send them to us unless we ask for them.
Credits
- If you were unable to attend live, please be aware CLE credit(s) will NOT be awarded to Members or Guests for viewing any recordings that are supplied afterward through the Event Hub of this program.
- To receive full credit, you must be present during the entire live program.
- For accurate records, each employee in an organization must register individually for attendance credit, reporting, and audit.
Credits Reported
Once the attendance analysis is completed for this program, we will report credits within 8 weeks to the following required states: GA, IL, KS, ME, NC, NV, OH, OK, PA, TN, TX, UT. All other states approved for CLE are self-reporting states.
Certificates of Attendance
We will email your certificate of attendance within 8 weeks after the program. Please do not send them back to us. Please keep them in your files in case you are asked for them by your state bar or governing agency. The certificate will include the agenda and bios to help you self-apply in states that are not approved for CLE (or other CE organizations where needed).