Frequently Asked Questions

Registering for individual sessions is not available. During registration, registrants will be asked if they’d like to participate in the Precursor and Practical Applications Lab (PAL). If yes, that will be included in their registration so it’s a seamless one-step registration process.

Yes, the entire event will be recorded and made available to all paid registrants. Please Note: Natalie Choate's session recordings will only be available through September 30, 2022. They will be removed after September 30. 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. 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.  Non-registrants may purchase the conference recording once editing is complete. Please Note: Natalie Choate's session recordings will only be available for purchase through September 30, 2022. They will be unavailable after September 30.  Pricing for non-registrants to purchase the recording will be the same as the live event.
WealthCounsel Members - $249
Standard Price - $399

While registrants can technically share their screen with colleagues and watch the conference together, they should consider whether or not they want to claim CLE. In order for us to properly track CLE, anyone that would like to get CLE for the conference must register individually.

The following policy applies for refunds of registration fees on cancellation of the Retirement Planning Workshop:

  • 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 at least ten days prior to Monday, April 4, 2022, will receive a full refund of all registration fees.
  • A registrant who cancels fewer than ten days prior to Monday, April 4, 2022, will not receive a refund and will forfeit 100 percent of the registration fees.

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:
Up to 7.0 General Credits
States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: CO, ID, FL, GA, IL, KS, NC, NV, OR, TN, VA, WA
Other states to be determined as registrations warrant - please check back for updates.

Please note: The supplemental Practical Applications Lab program the following Monday (4/11) is not CLE eligible.

CFP:
Pending: up to 7.0 credits (National CFP Board)

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: Up to 8.0
Field of Study: Taxation
Prerequisites: JD, CPA, or CFP
Advance Preparation: None
Review Date: 3/31/22

In order to be awarded the full credit hours, you must be present during the entire program.

You will be emailed your continuing education certificate(s) of completion approximately three weeks after the event.

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.

Find the “chat” in the lower right corner of the Event Hub page. Select Event Support on the form, along with other requested information. A WealthCounsel Member Success Specialist will work with you to answer your question or troubleshoot your issue.

  1. Make sure your computer or external speaker volume is turned up (and your computer sound is not muted)
  2. You may want to check your internet connection which could be causing the problem. Try to reduce the load by closing other programs on your computer. 
  3. Do you have external speakers? If so, double-check the connection.
  4. You may want to try logging out and logging back into the session.
  5. If these steps do not fix the problem, please contact Member Services at (888) 659-4069, ext, 818 or MemberServices@WealthCounsel.com for the dial in information.

We recommend you keep the Event Hub page open throughout the day to make it easier for you to navigate from one session to the next.

Visit Event Hub

The Event Hub is the event "location". 
This is where you will find the "View Session" button which will take you into each session-webinar throughout the day. You will need the email address and password you used when you registered to access this resource.