Symposium welcomes estate planning and elder law attorneys, as well as financial advisors. Our goal is straightforward: to bring the planning community together, learn from one another, and enhance the services provided to clients.

This year’s agenda includes a variety of general and breakout sessions to help you meet your professional goals—no matter your experience level. With a range of session topics, you can create a personalized learning path that suits your role and experience.

Symposium is WealthCounsel’s flagship national conference—an immersive, three-day learning and networking experience for professionals working across the trusts and estates landscape. First hosted in 2007, WealthCounsel continues its tradition of providing quality education and networking opportunities.

Led by respected thought leaders and seasoned practitioners, the program combines in-depth learning with real-world guidance, enabling you to better serve your clients and build a thriving practice.

It’s an opportunity to step back from day-to-day demands, sharpen your skills, and return to your practice with renewed clarity and momentum. Connect with a community of professionals who share your commitment to thoughtful, effective planning and gain practical insights, new ideas, and meaningful relationships that support long-term success.