Past Symposiums 2011 | 2010 | 2009

Experience the Extraordinary Learning Environment at the
2012 Planning for the Generations Symposium

Download Brochure Now!

The 2012 Planning for the Generations Symposium is a unique opportunity to learn from national experts, develop meaningful relationships with colleagues, and discover new ways to grow your practice. Join us in Denver where we have built a curriculum with four tracks of timely and relevant planning strategies and practice solutions. Earn CLE, CFP, CPE and Insurance credits from a wide range of topics and presenters during these education tracks: Essentials Planning, Advanced Planning, Elder Law Planning, and Business Planning. 

The Planning for the Generations Symposium is brought to you by the leaders in the industry, WealthCounsel, The Advisors Forum and ElderCounsel, three organizations comprised of nearly 3,500 practitioners committed to an interdisciplinary approach to client-centered planning. This year marks the 15th anniversary for WealthCounsel and we invite you to join us for the celebration.

The current economic environment and tax law uncertainty has created an opportunity for estate planning attorneys and advisors to counsel clients like never before. Staying relevant to clients’ needs through uncertainty and change is critical to sustaining and growing your practice. At the Symposium, you will learn proven solutions to many of the challenges facing
your clients, and discover new techniques to diversify and expand into lucrative niche markets.

This event is specifically designed to attract and engage all interdisciplinary professionals. Experience quality education, a unique collegial environment and arm yourself with powerful strategies to serve the needs of your clients.

• Profit by gaining new insight and expanding your client base
• Network and increase your referral base of other professionals
• Exchange ideas and experiences with your peers
• Discover best practices for WealthDocx® and ElderDocx®

We encourage you to take advantage of the early bird pricing and to book your flights soon before fares increase. In past years, the hotel block has sold out and the group block is limited so reserve your accommodations today.

We look forward to welcoming you to the Mile High City.

- The WealthCounsel Companies 
 

The WealthCounsel Companies: Policy on Videotaping and Audiotaping Meetings/Events:
Without the prior written consent of WealthCounsel, attendees at WealthCounsel events are not permitted to audiotape or videotape any portion of the educational sessions. This includes state forum meetings, live educational events, the annual Symposium, and similar meetings. Violators of this policy may be removed from the premises with no refund of registration fees.