What is WealthCounsel?
An active community of over 3,600 estate planning and wealth management professionals. Continuing legal education to keep you sharp and up-to-date. Programs and tools for marketing and building your practice. And the leading drafting solutions technology in the business. Let the collective wisdom of WealthCounsel help you create the practice you need for the success you deserve. Practice Excellence.
- Jul 25thMassachusetts Forum Meeting
- Aug 13thIRA Planning and SRT Drafting Mini-...
- Aug 14thIRA Planning and SRT Drafting Mini-...
- Aug 15thIRA Planning and SRT Drafting Mini-...
- Aug 19thThe Hybrid Domestic Asset Protectio...
- Aug 21stWord on the Street: Asset Protectio...
- Aug 22ndPennsylvania Forum Meeting
- Aug 22ndTexas Forum Meeting
- Aug 28thNew York Forum Meeting
- Sep 3rdEstate Planning Essentials
- Sep 5thNorth Carolina Forum Meeting
- Sep 12thGeorgia Forum Meeting
- Sep 12thMichigan Forum Meeting
- Sep 12thNorthern CA Forum Meeting
- Sep 12thSouth Carolina Forum Meeting