WealthCounsel Member Forum Support Program
What is a State or Regional Forum?
A state or regional forum is a group of attorneys, typically comprised of both WealthCounsel members and non-members, who get together on a regular basis to discuss specific issues that are relevant to the practice of estate planning in their area, and who often address legal issues unique to their jurisdiction.
| Forums are sometimes involved in their state legislative process, and often meet to apprise the forum participants of important changes in the law that affect their practices. Forums also often discuss and develop unique estate planning solutions and document language unique to their jurisdictions. |
 |
| |
Note: Red dots represent active forums
|
State/Regional Forum Resources:
WealthCounsel Member Forum Support Program
WealthCounsel recognizes the important contribution that the state and regional forums provide our members. We plan to offer support to the forums that will enhance the member experience while maintaining the independent nature of these value-added state and regional forums. To that end, we are developing a program that will at least include both organization and financial sponsorship for new forums and enhanced state specific document programming services for all qualified forums.
Lew Dymond, Dymond Consulting, has returned to the WealthCounsel staff to assist in the development and implementation of this new member service. Lew will focus primarily on providing jurisdictionally-preferred WealthDocs customization for state or regional forums (beyond the scope of WealthCounsel's commitment to maintain state specificity to the greatest degree possible).
Learn more about the Member Forum Support Program.
» Get Involved
State/Regional Forums File Storage on Knowledge Base
Each Member Forum has a specific folder in the WealthCounsel Knowledge Base (state folders located under "State/Regional Forums" folder). Please feel free to upload any files to your forum's folder. The file will be approved by a WealthCounsel administrator and on the site within 48 hours. Please contact Jenny Ellingson, 888-659-4069, ext. 825 or jenny.ellingson@WealthCounsel.com, if you have any questions on how to upload a file or approval has taken longer than 48 business hours. |
 |
|
Active State and Regional Forums
|
|
Arizona
|
Mark Bregman - Phone: 480-945-1800 email |
|
California
|
Joe Strazzeri - Phone: 858-200-1911 (Jennifer Hartwell contact) email |
|
California (N)
|
Andy Kern - Phone: 415-577-1667 email |
|
Colorado
|
Jim Hillhouse - Phone: 888-659-4069, ext. 804 email |
|
Illinois
|
Heinz Brisske - Phone: 630-682-0700 email |
|
Massachusetts
|
Paul Bernstein - Phone: 978-825-0033 email |
|
Mid-Atlantic
|
Wade Scott - Phone: 302-656-7540 email |
|
Missouri
|
Thomas Ray (Phone: 636-464-8353 email) & Joe Welch email |
|
Northwest
(OR, WA, ID)
|
Eden Rose Brown - Phone: 503-581-1800 email |
|
Ohio
|
Ted Gudorf - Phone: 937-898-5583 email |
|
Rhode Island
|
Stephen O’Neill - Phone: 401-331-0808 email |
|
Texas
|
Erin Thrash - Phone: 512-263-5400 email |
|
Utah
|
Ben Connor - Phone: 800-679-6709 email |
|
Wisconsin
|
Bob Ross - Phone: 920-743-9117 email |
How do I get involved?
If you are interested in learning more about the WealthCounsel Member Forum Support Program, or, if your region or state does not have a forum and you would like to explore ways to initiate a forum, please contact:
Jenny Ellingson, Project Manager
Member Forum Support Program
WealthCounsel, LLC
888-659-4069, ext. 825
jenny.ellingson@WealthCounsel.com
|
State/Regional Forum Calendar
|
|
October 3, 2008
|
Harrisburg, Pennsylvania - Mid-Atlantic Forum - Agenda |
|
October 7, 2008
|
Golden, Colorado - Colorado Forum - Agenda |
|
October 24, 2008
|
Natick, Massachusetts - Massachusetts Forum |
|
November 21, 2008
|
Columbus, Ohio - Ohio Forum |
|
December 5, 2008
|
Milwaukee, Wisconsin - Wisconsin Forum |
|
February 28, 2009
|
Austin, Texas - Texas Forum |
| |
|