Estate Planning Pre-Camp Video Series

Estate Planning Pre-Camp Video Series

Regular price $0.00

During this Estate Planning Pre-Camp you will be introduced to basic estate planning terms and concepts to prepare you for successful learning at the Estate Planning Bootcamp, and it will equip you with a foundational of knowledge to build upon -- and to begin planning for your clients!

Presented by: Fran-Marie Silveri, JD, Estate Planning Practice Success Coach, Jessica Spenik, JD, Practice Success Coach, and Phoebe Stone, JD, MA (Bioethics)

 

CLE: 2.5 general credits

Approved States: AR, CA, CO, FL, GA, IL, KS, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT, WA

Eligible to claim credit in: AK, AZ, CT, MO, ND, NH

We will supply you with the information needed for you to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.