WealthCounsel's 11th Annual Estate Planning Conference

 

The WealthCounsel 11th Annual Estate Planning Conference (June 12-14, 2008) in San Antonio promises to be one of our most successful conferences yet. If you are looking for methods to maximize your annual budget for CLE, attending the annual conference in San Antonio is one of the most effective ways to gain valuable education credits while continuing to foster valuable professional relationships with other members.

Full Conference Agenda  |  Printable Registration Form

Register Online for Annual Conference  |  Additional Registration of the Same Firm


 

Special Events: 

Wednesday June 11
Private Tour of the Alamo (Register)
 
Friday June 13
Texas BBQ at a Rio Cibolo Ranch (Register)
Precursors:

June 9-10

Tax Camp: Taking the Intimidation out of the Internal Revenue Code for the Estate Planner Register Online
June 10-11  Team Certificate Program - Practice with Purpose Event
June 11
                      		 Supercharge Your Profit Margin - Practical Tools and Advanced Asset Protection Strategies for Your Elder Law Practice Register Online
Conference Plenary and Breakout Sessions
Sessions run from 8:00 a.m. to 5:10 p.m. Thursday and Friday with special events following. Sessions conclude at 12:10 p.m. on Saturday June 14.
  • Choosing the Right Business Entity for Estate Planning Purposes
  • A Modular Approach to Estate Planning
  • Estate, Tax & Financial Updates
  • Multigenerational Wealth Transfer
  • Trust Maintenance Programs
  • Physician-Focused Estate Planning & Asset Protection Strategies (learn more)
  • Study Groups
  • Software Training: Word, Adobe, Excel, SettlementCounsel, WealthDocs, WealthDocs, Asset Transfer System
  • Workshops for Spouses
  • Workshops for Team Members
  • Reading and Understanding Financial Statements
  • How Elder Law Fits into Your Estate Planning Practice
  • The Frozen CLAT
  • Advanced Strategies in Special Needs Planning
  • Pet Trusts
  • The One Page Business Plan
  • Ethics

Register Online for the 11th Annual Estate Planning Conference
Annual Conference Presenters:  
  • Thomas Ahrens
  • Vincent Bonazzoli
  • Eden Rose Brown
  • Daniel Capobianco
  • Steve Dale
  • Steve Easton
  • Randy Gardner
  • Janine Guillen
  • Jason Havens
  • Barron Henley
  • Christopher Jarvis
  • David Mandell
  • Jeffrey Matsen
  • Jonathan Mint
  • Mark Merric
  • Louis Mezzullo
  • Stan Miller
  • Thomas Paulaski
  • Mark Powers
  • John Preston
  • Max Riederer
  • Christopher Riser
  • Vincent Russo
  • Paul Schervish
  • Ken Vanway
  • Carl Waldman
  • Wayne Wilson 

AND MORE!
For those interested in sponsorship or exhibiting, contact:  
Lori Berry 888-659-4069 ext 822 or lori.berry@wealthcounsel.com

Full Conference Agenda  |  Printable Registration Form

Register Online for Annual Conference  |  Additional Registration of the Same Firm

Cancellation Policy: 
Any enrollee in a WealthCounsel course that cancels at least 10 business days in advance of the start of the course will be eligible for a full refund. Any cancellations within 5 business days of the start of a course, will receive a full refund less a $125.00 administration fee and processing fee. For, cancellations occurring with less that five days notice, the full tuition, less the $125.00 administration and processing fee, will be applied towards education credits which can be used for a future education program or audio course.