Planning for the Generations • 2009
The Nation’s Premier Symposium for Estate, Elder Law, and Financial Professionals

August 5-7, 2009
Hyatt Regency Chicago, Chicago, IL
Sponsored by WealthCounsel, The Advisors Forum, and ElderCounsel 

www.planning4generations.com

Register Now | More Details
Information Brochure | Printable Registration Form

The 2009 Planning for the Generations Symposium presents a unique forum for wealth planning professionals from all disciplines to explore solutions to today’s most challenging estate planning and elder law issues. Participants will gain new insight and perspectives from industry leaders while earning continuing education credits and meeting and collaborating with colleagues.

As the first event of its kind, the Planning for the Generations Symposium is made possible through the joint efforts of WealthCounsel, ElderCounsel and The Advisors Forum – three organizations comprised of nearly 3,500 practitioners committed to an interdisciplinary approach to client-centered planning.

The current economic recession and great uncertainty in the stock market has caused many clients’ net worth to plummet, but creative attorneys and advisors can help clients turn adversity into advantage. Staying relevant to clients’ needs through uncertainty and change is critical to sustaining and growing your practice. At the Symposium, you will find relevant solutions too many of the challenges facing your clients, and discover new techniques to diversify and expand into lucrative niche markets.

Join us in Chicago for this special event featuring a wide range of topics presented by a distinguished faculty. Benefit from this extraordinary opportunity to build new relationships, extend your business reach, and return home equipped with relevant strategies to serve the needs of your clients. 

Law Students & Faculty Welcome!
This event presents an excellent opportunity for those who may be considering a career in the estate planning or elder law fields to obtain a sense for the hottest topics in estate and elder law planning. Network with attorneys who may be looking for interns and associates, ask legal technical questions during the breakout sessions, and learn how an automated drafting system is critical to efficiency and profitability. The fee for students and faculty to attend is $75 per day, (or 3 days for $200), which includes admittance to all sessions, breakfast, and snack breaks. To register, please complete the registration form.

Don't forget to register for precursor sessions and social events.
Wednesday, August 4th
8:30 a.m. - 12:00 p.m.: Top 10 Techniques for a Successful Elder Law Practice
                               Regular Price $199, Member Price $149
1:00 p.m. - 6:00 p.m.: Marketing Strategies to “Pitch Your Niche” 
                               Regular Price $199, Member Price $149 
   »Attend both precursor sessions on August 4th and save.  Learn More.
5:30 p.m. - 7:00 p.m. Welcome Reception (included in Symposium registration)

Thursday, August 6th
6:00 p.m. to 8:30 p.m.: Jazzin' at the Shedd - Price $25

A Special Thanks to our Sponsors and Exhibitors for
Planning for the Generations Symposium
  • Smart Marketing
  • Charles Schwab & Co., Inc. 
  • Amicus Creative Media  
  • Christiana Trust Company, LLC
  • Private Wealth Magazine
  • Legal Directives
  • Ruby Receptionists
  • South Dakota Trust Company
  • Teton Companies
  • Thomson Reuters
  • In-A-Bind, Inc.
  • Connect2A
  • Gillett Publishing (GEMS) 
  • PracticeBuilders
  • Southern California Institute
  • Christiana Trust Company, LLC
  • Assets International, LLC
  • Thompson Reuters
  • Advisors Forum, LLC
  • ElderCounsel, LLC
  • WealthCounsel, LLC

    • Register Now | More Details
    Information Brochure | Printable Registration Form

    Event 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 five business days of the start of the course, will receive a full refund less $125 administration and processing fee. Cancellations occurring with less than five days notice, the full tuition, less the $125 administration and processing fee, will be applied towards education credits which can be used for future education program or audio course.