WealthCounsel Member Forum Support Program
Register for State Forum Events: www.wealthcounselforums.com/
» View Webinar Introducing New State Forum Website.
State/Regional Forum Resources:
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. |
Blue=Active State Forums
Yellow=Active Regional Forums
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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 WealthDocx 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 at jenny.ellingson@WealthCounsel.com, if you have any questions on how to upload a file or approval has taken longer than 48 business hours. |
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State Forum Speakers Bureau
WealthCounsel is creating a State Forum Speakers Bureau to provide state forums with expert speakers and topics for the purpose of providing quality, symposium level education at local forum meetings. The State Forum Speakers Bureau will be listed on the newly designed state forum website where state forum leaders throughout the country will select speakers and topics for their conferences and forum meetings. If you are interested in joining the State Forum Speakers Bureau, please click here to download an application. Additional details such as qualifications and compensation are provided on the application form.
| Active State and Regional Forums |
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
Member Forum Support Program
WealthCounsel, LLC
jenny.ellingson@WealthCounsel.com
| State/Regional Forum Calendar |
| Mar. 12, 2010 |
Providence, Rhode Island - Rhode Island Forum |
| Mar. 12, 2010 |
Burbank, California - Southern-California Forum |
| Mar. 12, 2010 |
Appleton, Wisconsin - Wisconsin Forum |
| Mar. 13, 2010 |
Austin, Texas - Texas Forum |
| April 6, 2010 |
Salt Lake City, Utah - Utah Forum |
| April 16, 2010 |
Oviedo, Florida - Central Florida Forum |
| April 23, 2010 |
Ft. Lauderdale, Florida - South Florida Forum |
| April 23, 2010 |
Greensboro, North Carolina - North Carolina Forum |
| April 30, 2010 |
Las Vegas, Nevada - Nevada Forum |
| May 14, 2010 |
Atlanta, Georgia - Georgia Forum |
| May 21, 2010 |
Salem, Oregon - Northwest Forum |
| June 4, 2010 |
Columbus, Ohio - Ohio Forum |
| June 11, 2010 |
Sturgeon Bay, Wisconsin - Wisconsin Forum |
| Sept. 3, 2010 |
Salem, Oregon - Northwest Forum |
| Sept. 23, 2010 |
Columbus, Ohio - Ohio Forum |
| Sept. 24, 2010 |
Madison, Wisconsin - Wisconsin Forum |
| Nov. 19, 2010 |
Columbus, Ohio - Ohio Forum |
| Dec. 3, 2010 |
Milwaukee, Wisconsin - Wisconsin Forum |
| Dec. 3, 2010 |
Salem, Oregon - Northwest Forum |