{"title":"Advisor Courses","description":null,"products":[{"product_id":"essential-estate-planning-through-effective-asset-titling","title":"Essential Estate Planning Through Effective Asset Titling","description":"\u003cp\u003eEven the most carefully drafted estate plan can fall short if assets are not titled correctly. Often, estate planning documents are properly drafted to achieve a client’s estate planning goals, but some or all of the assets comprising the client’s estate are not properly titled, resulting in unintended or disappointing outcomes. This presentation will include a general discussion reflecting the importance and benefits of proper asset titling to achieve estate planning goals, outline various forms of legal ownership of assets, and discuss how each form of ownership functions at the passing of the owner. Moreover, the presentation will emphasize the mechanics and necessary steps required to retitle or redesignate specific assets, including (i) brokerage accounts, (ii) real estate, and (iii) retirement accounts (beneficiary forms).\u003c\/p\u003e\n\u003cp\u003eKey topics to be discussed include the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhy proper asset titling matters\u003c\/li\u003e\n\u003cli\u003eImpacts of retitling certain assets\u003c\/li\u003e\n\u003cli\u003eCommon mistakes and oversights in asset titling\u003c\/li\u003e\n\u003cli\u003eForms of joint ownership of assets\u003c\/li\u003e\n\u003cli\u003ePractical retitling steps (brokerage accounts, real estate, etc.) \u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eThis course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12\/31\/2026.\u003c\/h4\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.\u003c\/li\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8550593\/Essential-Estate-Planning-Through-Effective-Asset-Titling-Advisors-Forum-Quiz\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43163917058119,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/Deed_Drafting_and_Recording_1.jpg?v=1788888485"},{"product_id":"walking-the-line-estate-planning-conversations-without-crossing-into-upl","title":"Walking the Line: Estate Planning Conversations Without Crossing into UPL","description":"\u003cp\u003eThis 60-minute webinar equips financial advisors with the knowledge and practical communication tools needed to engage in meaningful estate planning discussions while avoiding the unauthorized practice of law (UPL). Advisors learn what constitutes UPL, why it matters for their fiduciary and professional responsibilities, and the risks of overstepping legal boundaries. Through real-world scenarios, compliance references, and best-practice communication strategies, this webinar will help advisors confidently explain estate planning concepts, uncover client goals, and collaborate seamlessly with attorneys. The session emphasizes how to add value to the client planning process while protecting the advisor’s license, reputation, and firm.\u003c\/p\u003e\n\u003cp\u003eIn summary, the webinar will address the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhat the UPL is\u003c\/li\u003e\n\u003cli\u003eHow advisors can protect their licenses while helping clients clarify their goals\u003c\/li\u003e\n\u003cli\u003eHow to add value without practicing law\u003c\/li\u003e\n\u003cli\u003eBest practices to educate, guide, and refer\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eThis course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12\/31\/2026.\u003c\/h4\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.\u003c\/li\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8589973\/Quiz-Walking-the-Line-Estate-Planning-Conversations-Without-Crossing-into-UPL\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43163997012039,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/BestPracticesforPreservingTestamentaryIntent_137773804_ccee323e-3b4a-4d88-83e9-14c855ca1b97.jpg?v=1788888432"},{"product_id":"business-succession-planning-key-issues-for-financial-advisors-to-discuss-with-business-owners","title":"Business Succession Planning: Key Issues for Financial Advisors to Discuss with Business Owners","description":"\u003cp\u003eThis course provides financial advisors with a roadmap for guiding business owners through the complex process of succession planning. Advisors will learn when and how to initiate succession conversations, develop a structured framework to analyze succession options, and navigate the unique challenges faced by family-owned businesses. Through a mix of practical strategies and real-world examples, advisors will gain actionable insights to help clients protect their legacy and ensure a smooth transition of business ownership.\u003c\/p\u003e\n\u003cp\u003eKey topics include the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eBest practices for approaching succession planning with prospective and existing clients\u003c\/li\u003e\n\u003cli\u003eImplications of the recent Supreme Court Connelly decision on business succession\u003c\/li\u003e\n\u003cli\u003e Critical questions advisors should ask to uncover client goals and potential obstacles\u003c\/li\u003e\n\u003cli\u003e Funding strategies, including insurance, promissory notes, and loans, to support successful transitions\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eBy the end of this course, advisors will be better equipped to provide tailored guidance, anticipate challenges, and create succession plans that align with their clients’ long-term business and family objectives.\u003c\/p\u003e\n\u003ch4\u003eThis course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12\/31\/2026.\u003c\/h4\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.\u003c\/li\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8700247\/Quiz-Business-Planning-Key-Issues-for-Financial-Advisors\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166619598919,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/SellingToOutsiders_260322732_1287a426-6497-47e5-aa51-1c5401620399.jpg?v=1788890441"},{"product_id":"protecting-your-client-s-legacy-the-advisor-s-role-in-post-death-administration","title":"Protecting Your Client’s Legacy: The Advisor’s Role in Post-Death Administration","description":"\u003cp\u003eWe often hear people talk about “winding up affairs” for a deceased loved one; this course will review what “winding up affairs” (i.e., the process of post-death administration) really means. Watch now to learn how that process unfolds whether the deceased had no estate plan, a will-based plan, or a revocable living trust-based plan. This course also explores the ways advisors can work with their clients and their client’s legal counsel to ensure the smoothest possible post-death administration experience in ways that will strengthen and enrich their client relationships now and in the future.\u003c\/p\u003e\n\u003ch4\u003eThis course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12\/31\/2026.\u003c\/h4\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.\u003c\/li\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8654903\/Quiz-Protecting-Your-Client-s-Legacy-The-Advisor-s-Role-in-Post-Death-Administration\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166633230407,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/Estate-and-trust-administration-for-beneficiaries-who-are-non-U.S.-persons_7a60f7b0-72da-473b-9a77-106fb5cde700.jpg?v=1788890355"},{"product_id":"mastering-the-art-of-advanced-estate-planning-strategies-for-the-modern-financial-advisor","title":"Mastering the Art of Advanced Estate Planning: Strategies for the Modern Financial Advisor","description":"\u003cp\u003eThis comprehensive session equips financial advisors with cutting-edge techniques to navigate complex wealth transfer strategies for high-net-worth clients. Attendees will gain in-depth knowledge of sophisticated estate planning vehicles (SLATs, BDITs, dynasty trusts, CRTs, and IDGTs), enabling them to confidently recommend and implement advanced strategies to optimize their clients' estate plans while minimizing tax liabilities.\u003c\/p\u003e\n\u003ch4\u003eThis course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12\/31\/2026.\u003c\/h4\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.\u003c\/li\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8701590\/Quiz-Mastering-the-Art-of-Advanced-Estate-Planning-Strategies-for-the-Modern-Financial-Advisor\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166637228103,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/Advanced_Estate_Planning-574587368.jpg?v=1788890295"},{"product_id":"trust-verify-protect-ai-risks-in-estate-planning-every-financial-advisor-should-know","title":"Trust, Verify, Protect: AI Risks in Estate Planning Every Financial Advisor Should Know","description":"\u003cp\u003eArtificial intelligence (AI) is rapidly changing the estate planning industry, including how clients communicate, make important decisions, and even draft their own legal documents. For financial advisors, the rapid advancement of this technology creates new categories of risk: deepfake-enabled fraud, account takeovers, identities compromised, and clients generating AI do-it-yourself (DIY) estate planning documents that can fail when tested in the real world.\u003c\/p\u003e\n\u003cp\u003eThis session provides a practical framework to identify red flags, educate clients on how to protect their legacy and intent, and coordinate effectively with estate planning attorneys to avoid the negative implications AI can have on a client's plan.\u003c\/p\u003e\n\u003cp\u003eYou will leave feeling confident in your ability to\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003espot deepfake and AI-impersonation red flags\u003c\/strong\u003e, and implement simple verification steps before acting on urgent requests;\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eidentify common security gaps\u003c\/strong\u003e that expose clients to account takeovers, fraud, or compromised instructions;\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003erecognize when AI-powered DIY estate planning is likely to fail\u003c\/strong\u003e, and know when to refer clients to qualified counsel; and\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003euse a brief advisor conversation framework\u003c\/strong\u003e to discuss AI risks clearly, document concerns, and coordinate next steps.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eThis course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12\/31\/2026.\u003c\/h4\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.\u003c\/li\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8743632\/Quiz-Trust-Verify-Protect-AI-Risks-in-Estate-Planning-Every-Financial-Advisor-Should-Know\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166644535367,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/AI_In_The_Workplace_191943712_1.jpg?v=1788890223"},{"product_id":"divorce-helping-your-clients-plan-for-the-future","title":"Divorce: Helping Your Clients Plan for the Future","description":"\u003cp\u003eThis presentation will focus on how you can help clients who are contemplating or going through a divorce. In this course, we will\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003elearn the major income, gift, and estate tax issues that may arise during the divorce process;\u003c\/li\u003e\n\u003cli\u003eexplore the differences and impacts on asset division for clients living in community property states versus common law states;\u003c\/li\u003e\n\u003cli\u003egain an understanding that state laws may automatically void certain aspects of a client’s existing estate plan when the divorce is finalized;\u003c\/li\u003e\n\u003cli\u003eemphasize the importance of the client reviewing and updating their overall estate plan and specific planning tools in a timely manner; and\u003c\/li\u003e\n\u003cli\u003erecognize the unintended tax and nontax consequences when retirement assets and individual retirement accounts (IRAs) are not properly transferred and beneficiary designations are not updated in a timely manner.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eThis course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12\/31\/2026.\u003c\/h4\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.\u003c\/li\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8829482\/Quiz-Divorce-Helping-Your-Clients-Plan-for-the-Future\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166652956743,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/IntersectionOfEstatePlanning-Divorce_209371354_25ef531c-d648-4189-b4d6-7be3f97a7831.jpg?v=1788888374"},{"product_id":"how-can-financial-advisors-protect-clients-and-the-firm-when-clients-face-cognitive-decline","title":"How Can Financial Advisors Protect Clients and the Firm When Clients Face Cognitive Decline?","description":"\u003cp\u003eClients rarely announce cognitive decline in a clear, identifiable moment. More often, it appears gradually: conflicting instructions, uncharacteristic transactions, confusion about once-familiar information, or the sudden presence of a new person exerting influence. For advisors, the challenge is balancing client autonomy with the need to respond when diminished capacity may create preventable harm or the risk of financial exploitation.\u003c\/p\u003e\n\u003cp\u003eThis webinar translates the practical and regulatory expectations into an actionable, repeatable approach for your firm. We will cover how to spot and document warning signs, how to build a defensible escalation process, and how to intervene in a way that protects the client while respecting privacy constraints and minimizing legal and reputational exposure.\u003c\/p\u003e\n\u003cp\u003eYou will leave with a concrete playbook for prevention and response, including how to normalize trusted contact information, train employees to recognize red flags, and implement a consistent decision pathway for pausing or escalating activity when facts suggest a heightened risk of exploitation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearning objectives \u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eIdentify the advisor’s core fiduciary and compliance responsibilities when diminished capacity or suspected financial exploitation is present, and translate those duties into practical decision points\u003c\/li\u003e\n\u003cli\u003eApply a prevention model that incorporates trusted contacts, employee training, documentation standards, and written policies designed to support consistent, defensible actions\u003c\/li\u003e\n\u003cli\u003eDistinguish what can and cannot be shared with family members or other third parties, and plan ahead so privacy constraints do not delay a needed intervention\u003c\/li\u003e\n\u003cli\u003e Execute an escalation and intervention protocol that emphasizes observation, documentation, appropriate reporting pathways, and risk mitigation through training and good-faith processes\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch4\u003eThis course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12\/31\/2026.\u003c\/h4\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.\u003c\/li\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8873365\/Quiz-How-Can-Financial-Advisors-Protect-Clients-and-the-Firm-When-Clients-Face-Cognitive-Decline\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e to start the quiz.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166670389319,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/Representing_Clients_with_Diminished_Capacity_2.jpg?v=1788888309"},{"product_id":"what-actually-works-in-asset-protection-and-what-doesn-t","title":"What Actually Works in Asset Protection (and What Doesn’t)","description":"\u003cp\u003e\u003cstrong\u003eAsset protection is no longer optional—it’s expected. But most plans fail where it matters most: under scrutiny. \u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eIn this advanced session, Wayne Zell walks WealthCounsel Advisors Forum members through a \u003cstrong\u003ecomplete, real-world framework for understanding defensible asset protection strategies\u003c\/strong\u003e—from foundational trust planning to sophisticated domestic and offshore structures.\u003c\/p\u003e\n\u003cp\u003eYou’ll learn\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003ehow assets can be structured to \u003cstrong\u003ereduce visibility and minimize exposure\u003c\/strong\u003e,\u003c\/li\u003e\n\u003cli\u003ethe \u003cstrong\u003ereal limitations of revocable and irrevocable trusts\u003c\/strong\u003e,\u003c\/li\u003e\n\u003cli\u003ewhen \u003cstrong\u003edomestic asset protection trusts (DAPTs)\u003c\/strong\u003e can be used,\u003c\/li\u003e\n\u003cli\u003ehow \u003cstrong\u003eprotection strategies can be layered\u003c\/strong\u003e using LLCs and multiple trust types,\u003c\/li\u003e\n\u003cli\u003ethe power—and pitfalls—of \u003cstrong\u003eforeign asset protection trusts (FAPTs)\u003c\/strong\u003e, and\u003c\/li\u003e\n\u003cli\u003ethe most common (and dangerous) mistakes around \u003cstrong\u003efraudulent transfers\u003c\/strong\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eYou’ll gain insights into \u003cstrong\u003ewhat actually holds up under legal pressure\u003c\/strong\u003e, how courts evaluate these structures, and how plans can be both effective and defensible.\u003c\/p\u003e\n\u003cp\u003eWhether you’re advising high-net-worth families, business owners, or clients exposed to litigation, this session will give you the tools to \u003cstrong\u003eelevate your planning and confidently protect clients’ wealth\u003c\/strong\u003e.\u003c\/p\u003e\n\u003ch4\u003eThis course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12\/31\/2026.\u003c\/h4\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.\u003c\/li\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8863446\/Quiz-What-Actually-Works-in-Asset-Protection-and-What-Doesn-t\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166680383559,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/AssetProtectionForBusinessOwners_457252498_1.jpg?v=1788890136"},{"product_id":"where-life-insurance-makes-or-breaks-the-plan-an-attorney-s-field-guide-for-advisors-advisors-forum-webinar","title":"Where Life Insurance Makes or Breaks the Plan: An Attorney’s Field Guide for Advisors","description":"\u003cp\u003eLife insurance is often treated as a product decision that happens late in the planning process. In reality, it is a structural planning tool that affects estate liquidity, business succession outcomes, trust design, tax exposure, and agreement enforceability. When insurance enters the conversation too late, optionality is decreased. When it enters early, it becomes one of the most flexible instruments available in sophisticated planning.\u003c\/p\u003e\n\u003cp\u003eIn this session, attorney and life insurance strategist Eric Eklund will walk attendees through how insurance actually functions inside estate plans and business agreements. Topics include ownership sequencing, timing risks in irrevocable life insurance trusts, and realities of buy-sell implementation.\u003c\/p\u003e\n\u003cp\u003eAttendees will leave with a clearer framework for when insurance belongs upstream in the planning process, how it should be coordinated with trusts and entity agreements, and the need to avoid the most common structural mistakes that occur when a plan’s design and underwriting execution are not aligned.\u003c\/p\u003e\n\u003cp\u003eThis session is designed to educate financial advisors on how to intentionally integrate life insurance into advanced planning strategies.\u003c\/p\u003e\n\u003ch4\u003eThis course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12\/31\/2026.\u003c\/h4\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.\u003c\/li\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8958467\/Quiz-Where-Life-Insurance-Makes-or-Breaks-the-Plan\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166688706631,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/MindfulnessForLawyers_299474696.jpg?v=1788892484"},{"product_id":"planning-for-blended-families-and-second-marriages-advisors-forum","title":"Planning for Blended Families and Second Marriages","description":"\u003cp\u003eIn a society where half of marriages end in divorce, blended families and second marriages are commonplace. Joining two families together is not usually simple 1 + 1 = 2 arithmetic. Often, it is more like measuring the power of earthquakes, where going up one on the scale increases the intensity by a factor of 10.\u003c\/p\u003e\n\u003cp\u003eTopics covered in this course include the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eClassifying ownership of assets, including classification agreements (prenups aren’t just for divorce)\u003c\/li\u003e\n\u003cli\u003eUsing trusts to control assets\u003c\/li\u003e\n\u003cli\u003ePlanning for stepchildren\u003c\/li\u003e\n\u003cli\u003ePlanning when spouses have different beneficiaries\u003c\/li\u003e\n\u003cli\u003eMaking certain that the children of the first spouse to die don’t get disinherited\u003c\/li\u003e\n\u003cli\u003eTrust options for the surviving spouse\u003c\/li\u003e\n\u003cli\u003eThe effect of remarriage on income, gift, and estate taxes\u003c\/li\u003e\n\u003cli\u003eLong-term care considerations with remarriage\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eThis course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12\/31\/2026.\u003c\/h4\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.\u003c\/li\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.\u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8935399\/Quiz-Planning-for-Blended-Families-and-Second-Marriages\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166696374343,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/ProtectingTheBradyBunch-PlanningStrategies-CounselingBlendedFamilies_7006618_fe3cf07a-ec57-46e3-9e99-1f453255087f.jpg?v=1788887801"},{"product_id":"powers-of-appointment-explained","title":"Powers of Appointment Explained","description":"\u003cp\u003eIn this webinar, presenter Edwin Morrow will explain powers of appointment and their uses in estate planning, including the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHow to differentiate trustee and fiduciary powers from nonfiduciary powers of appointment, and how to recognize them\u003c\/li\u003e\n\u003cli\u003eHow to best exercise powers of appointment and the dangers of appointing to revocable trusts\u003c\/li\u003e\n\u003cli\u003eHow lifetime powers of appointment can be used to shift income tax liability and avoid compressed tax brackets, including how beneficiary deemed owner trusts (BDOTs) work\u003c\/li\u003e\n\u003cli\u003eWhen such powers can affect see-through trust status (and when they don’t) for trusts receiving individual retirement accounts after the Secure Act\u003c\/li\u003e\n\u003cli\u003eHow targeted and formula testamentary powers of appointment can be used to achieve a step up in basis for the most advantageous assets at death, without causing estate tax to be due\u003c\/li\u003e\n\u003cli\u003eHow upstream powers of appointment can be used to achieve a step up in basis step at a parent’s or grandparent’s death, and how to avoid the risks with such strategies\u003c\/li\u003e\n\u003cli\u003eHow powers of appointment that require the consent of another party affect a client’s exposure under state law and bankruptcy law and to estate, gift, and generation-skipping transfer taxes\u003c\/li\u003e\n\u003cli\u003eIssues with adding such powers via decanting or court reformation to pre-existing irrevocable trusts\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eThis course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12\/31\/2026.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. Please note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.\u003c\/li\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.\u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003eClick \u003c\/span\u003e\u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8973396\/Quiz-Powers-of-Appointment-Explained\" target=\"_blank\" rel=\"noopener\"\u003ehere\u003c\/a\u003e\u003cspan\u003e to start the quiz. \u003c\/span\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43176473460807,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/TheElectingSmallBusinessTrust_402644311_1.jpg?v=1788895044"}],"url":"https:\/\/wcstore.wealthcounsel.com\/collections\/advisor-courses.oembed","provider":"WealthCounsel, LLC","version":"1.0","type":"link"}