Yes, the entire event will be recorded and made available to all paid registrants. 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.

We will answer questions throughout the program, however, we may not get through them all live.  A list of frequently asked questions and answers will be shared soon after the completion of the event. 

Please email your questions to contentsupport@wealthcounsel.com.

CLE:
11.5 credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit).
States Pending Approval: CO, FL, GA, IL, KS, NC, TN, WA, WI; Other states TBD, please check back for updates.

No CFP

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 11.5
Field of Study: Taxation
Prerequisites: JD, CPA
Advance Preparation: None
Review Date: 04/01/2021

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

Click here to find the complete agenda and break schedule.

Please log in to the WealthCounsel website and visit our Member Website Calendar for upcoming events. If you do not have access to the member website, you can visit our calendar here.

Log in to the WealthCounsel website. Select “Learning” in the toolbar at the top, then select 'Course Catalog' from the drop-down menu. 

For your convenience, all participants' video and sound are muted upon joining the program.

Visit the WealthCounsel Marketplace! For binders and tabs specifically, use the following link:  https://member.wealthcounsel.com/marketplace.