Common questions about Symposium 2018:
 
 
 
 
You can register for Symposium 2018, by clicking this link. There is no cut-off date for registration.
 
 
To modify or add sessions to your registration, please visit the link below and sign in with the email and password you used to register. Follow the prompts to the agenda page to choose your sessions. Once chosen, click Continue to move through the end of the process to save your selections, and pay any additional fees that may have incurred with your choices. Please note that you are able to filter the agenda list to make specific selections by date, or by session type.
 
 
 
Monday Precursor: If you are attending the three-day Symposium, the Pre-Cursor tuition is $60 for each AM or PM session ($120 for both). The California Forum is an all-day course and tuition is $100. If you are not attending the three-day session, but would still like to attend the Monday Pre-Cursors, the tuition is $75 and $150, respectively.
 
 
You’ll have access to three days (Tuesday, July 31, 2018-Thursday, August 2, 2018) of educational learning experiences. Mix up your learning experience with 75-minute classroom breakouts, 60-minute workshops, presentations, and panel discussions.
 
 
Sharing a registration is not permitted and prorated fees are not available. However, you can consider a Monday-Only Attendee registration. This is a One-Day Program where you can choose a Morning and/or Afternoon Precursor Intensive or a Full-Day California Forum Meeting on Monday, July 30, only. You’ll find that registration option available once you click the register button on the web site. Please note - if you are/will be a Symposium Attendee Registrant (3 day program), you will find options to choose Monday sessions within your registration, and they will be at a discounted rate.
 
 
If you would like to cancel your registration, please note refund policies below and contact memberservices@wealthcounsel.com, or phone 888-659-4069, ext. 818.
 
Symposium Registrations (July 31 - August 2, 2018)
  1. In no event will refunds of registration fees be made in excess of the amount actually paid by the registrant for the registration.
  2. A registrant who cancels on or before May 31, 2018, will receive a full refund of all registration fees, minus a $150.00 administrative processing fee.
  3. A registrant who cancels on or after June 1, 2018, will receive no refund of any registration fees. 100% of the registration fee will be forfeited.
 
Pre-Cursor Intensives Registrations (July 30, 2018)
  1. In no event will refunds of registration fees be made in excess of the amount actually paid by the registrant for the registration.
  2. A registrant who cancels Pre-Cursor Intensive on or before May 31, 2018, will receive a full refund of all registration fees.
  3. A registrant who cancels Pre-Cursor Intensive on or after June 1, 2018, will receive no refund of any registration fees. 100% of the registration fee will be forfeited.
 
Excursion - Little Italy Tour Registrations (July 30, 2018, 5:30-9:30pm)
  1. In no event will refunds of excursion fees be made in excess of the amount actually paid by the registrant for the registration.
  2. A registrant who cancels on or before June 20, 2018, will receive a full refund of all excursion registration fees.
  3. A registrant who cancels on or after June 21, 2018, will receive no refund of any registration fees. 100% of the registration fee will be forfeited.
 
 
 
Visit four Little Italy restaurants to sample pizza from different regions of Italy and experience the variety of pizzas in the Italian quarter! A local guide will teach us how pizza developed and evolved, sharing the story of pizza from antiquity to today, as well as details about the people and places visited during the tour. We'll also hear the fascinating story of how Little Italy became one of San Diego's favorite neighborhoods. The tour includes transportation to and from Little Italy, pizza at four different restaurants, and one glass of wine (more wine is available for purchase if desired).
 
Please meet at 5:30 pm in the Loews Lobby, where the tour and transportation to Little Italy begins. Tour will end at 9 pm, with estimated arrival back to hotel around 9:30 pm. All attendees must be at least 21 years of age. Up to 4 tickets allowed per Symposium or Monday Pre-Cursor Attendee. Once you choose this option with your other sessions, you will be directed to the next page where you will enter the quantity of tickets you would like to purchase.
 
Cost: $70
 
 
Yes! Guests of registered Symposium 2018 attendees may register for excursions at the same excursion cost per person. Symposium 2018 attendees do not need to be registered for the excursion in order for a Guest to register. Guests must be at least 21 years old or older and a significant other or family member of a registered Symposium 2018 attendee. Guests are also invited to attend Symposium 2018 evening socials.
 
 
We suggest that you wear business casual attire.
 
 
The Loews Coronado Bay Resort is almost sold out. We still have a few rooms available! Contact Member Services at (888) 659-4069 ext. 818 for details and assistance.
 
To update or change an existing hotel reservation please contact the hotel directly at (619) 424-4000.
 
Loews Coronado Bay Resort
4000 Coronado Bay Road
Coronado, CA 92118
 
 
Perched on its own 15-acre peninsula, Loews Coronado Bay is a private oasis of tranquility. The Coronado hotel offers views of the shimmering bay water and the San Diego skyline.
  • 439 luxury guest rooms, including
  • 37 plush suites 65,000 square feet of flexible function space
  • Three heated pools, hot tub spa and dry sauna
  • Crown Landing serves Southern California coastal cuisine bursting with local flavors and the freshest seafood
  • Sea Spa is a top facility among hotels in Coronado and offers signature treatments, therapies, and products
  • Complimentary Wi-Fi in every guest room and in public spaces
 
 
 
 
Loews Coronado Bay Resort
4000 Coronado Bay Road
Coronado, CA 92118
 
The San Diego International Airport (SAN) is just 20-25 minutes away. If you would like the hotel concierge to set up a private car, please provide the Coronado with your flight itinerary and a driver will be waiting for you in baggage claim. To reach the Coronado concierge, call 619-424-4000 for pricing and arrangements.
 
Taxi: $45
 
Uber/Lyft: Prices vary depending on the time.
 
Loews Hotel Parking:
  • $31.00 per vehicle, overnight – Symposium Attendee Discounted rate is $14.50 per vehicle, overnight
  • $35.00 valet, overnight (no discount)
  • By hour is $11.00 per hour, if validated by the restaurant, $7.00 per hour
  • If parking for 3 hours or less, the discounted hourly rate is $5.50 for Symposium attendees
  • Max at 3 hours - then the charge reverts to full day rates.
 
 
 
All Symposium 2018 attendees will receive a copy of the Symposium 2018 recordings included with their registration. Recordings and instructions for downloading the files will be available to attendees approximately one month after Symposium 2018.
 
 
To get the Symposium mobile app:
  • You may go directly to the app on your iOS or Android device by clicking here.
  • OR search the iOS App Store or Google Play Store for “WealthCounsel Symposium”.
  • Blackberry, Windows, laptop users can go to this address (omit www): https://wealthcounsel.gatherdigital.com/
  • Enter your email
  • Enter the password “Symposium2018” (case sensitive, no spaces). When prompted, please ALLOW for push notifications from the app.
 
 
We will have an answer for you soon, please check back.
 
CLE Questions
 
During our 3 days of Symposium (July 31-August 2, 2018), you can earn up to 10.5 General credit hours, which can include 1.0 Ethics credit hour, depending on your session agenda choices (some of your choices may not be CLE eligible).
 
During our Monday morning and afternoon Pre-Cursors, you can earn 3.0 - 6.0 credit hours, depending on your agenda choices (some of your choices may not be CLE eligible). If you are attending the all-day California Forum Meeting on Monday, you will earn 4.75 General credit hours, along with 1.0 Competence Issues (substance abuse) credit hour that is pending approval.
 
 
NOTE: This does not include states for Pre-Cursor or California Forum attendees, please see separate FAQs for their information
 
CLE Pre-Approved for Symposium 2018:
AR, AK, CA, ME, MO, NJ, NY, OK, PA, TX, VT (AZ, CT eligible to claim credit)
 
Pending Approval for Symposium 2018:
CO, FL, GA, ID, IL, KS, NC, NV, OH, OR, TN, UT, VA, WA WI, WY
 
CPE: CPE credits are still being determined (NASBA Provider 108255; Texas Sponsor ID 009610). Please self-submit to your State Board of Accountancy for credit; CPA licensees self-report credits to their state boards of accountancy.
 
There will be no approved credits offered for CFP; you must self-apply. We will provide you with any information you may need to do so.
 
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 the acceptance of 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.
 
WealthCounsel, LLC is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.
 
 
CLE Pre-Approved for A.M. & P.M. Pre-Cursor Intensives:
AR, AK, CA, ME, MO, NJ, NY, OK, PA, TX, VT (AZ, CT eligible to claim credit)
 
CLE Pending Approval for Pre-Cursor Intensives:
 
A.M. Pre-Cursor Intensives: CO, IL, FL, NC, OR, UT, WI, WY
P.M. Pre-Cursor Intensives: CO, IL, FL, NC, OH, OR, UT, VA, WI, WY
 
CPE: CPE credits are still being determined (NASBA Provider 108255; Texas Sponsor ID 009610). Please self-submit to your State Board of Accountancy for credit; CPA licensees self-report credits to their state boards of accountancy.
 
There will be no approved credits offered for CFP; you must self-apply. We will provide you with any information you may need to do so.
 
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 the acceptance of 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.
 
WealthCounsel is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.
 
 
CLE Pre-Approved for California Forum Meeting: CA
 
CLE Pending Approval for California Forum Meeting: There are no states pending approval
 
CPE: CPE credits are still being determined (NASBA Provider 108255; Texas Sponsor ID 009610). Please self-submit to your State Board of Accountancy for credit; CPA licensees self-report credits to their state boards of accountancy.
 
There will be no approved credits offered for CFP; you must self-apply. We will provide you with any information you may need to do so.
 
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 the acceptance of 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.
 
WealthCounsel is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.
 
 
You will be sent a CLE Certificate packet providing you with information to self-apply in your state. As always, we are available to answer questions at symposium@wealthcounsel.com.
 
 
Yes. Please self-submit to your State Board of Accountancy for credit (WealthCounsel NASBA Provider 108255; Texas Sponsor ID 009610).
 
 
You will receive your Certificate Packet via email approximately four weeks after the event.
 
 
Please call or email the WealthCounsel Member Service team at (888) 659-4069 ext: 818, or symposium@wealthcounsel.com. ElderCounsel members can contact the ElderCounsel Member Service team at 888-789-9908, ext: 3, or registration@eldercounsel.com.