CLE:
Up to 13.0 credits, including 1.0 ethics (depending on session choices)

States preapproved: CA, FL, ME, MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT

States pending approval: AR, CO, GA, IA, ID, IL, IN, KS, KY, MN, NC, NE, OR, TN, VA, WA, WI, WY 

States eligible to claim credit with certificate: AK, AZ, CT, MT, ND, NH

Self-Apply: 

If you do not see your state listed, please self-apply. Should you need information to do so, please contact cle@wealthcounsel.com.

CPE:
Program knowledge level: Intermediate
Delivery method: Group-Live
Recommended CPE credit: up to 14.0 (depending on session choices)
Field of study: Taxation
Prerequisites: JD, CPA, or CFP
Advance preparation: None

CFP:
Not offered for this program

Self-Apply: 

If you do not see your state listed, please self-apply. Should you need information to do so, please contact cle@wealthcounsel.com.

Credits Awarded: 

Credits will be awarded for each CLE eligible session attended during the on-site program. You must be present for the entire CLE-eligible session. Credit will not be awarded for listening to audio recordings at a later date.

Credits Reported: 

Electronic CLE attendance sign-in form (see instructions above) must be completed immediately after the Symposium event has concluded. Failure to do so will result in credits not being reported to your state (where applicable). Once the attendance analysis is completed, we will report credits within 4-6 weeks to the following required states: GA, ID, IL, IN, KS, ME, NC, NV, OH, OK, OR, PA, TN, TX, UT.  All other states approved for CLE are self-reporting states.

Certificates of Completion: 

We will email your CLE certificate of completion approximately 4 to 6 weeks after the event. You do not need to send them back to us, however please keep them in your records in case your state bar or governing agency asks for it. It will also include an agenda and bios to help you self-apply in states not approved for CLE.  

CPE Information:

Review Date: 9/16/2024

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.

CLE Contact Information:

If you still have questions, please contact cle@wealthcounsel.com or stop by the CLE help desk at the event!