WealthCounsel, LLC, Celebrates Ten Years of Service to the Nation’s Estate Planning Community During Annual Conference in Washington, DC
Washington, DC, Crystal Gateway Marriott, June 14, 2007 – WealthCounsel, LLC, a leader in serving the professional development needs of estate planners throughout the country, today opened its three-day national conference where more than 400 participants are gathering for a series of continuing education workshops delivered by nationally known experts in estate planning and tax law.
"As we meet within sight of our nation’s Capitol and stand in the midst of monuments honoring leaders whose legacy is the U. S. Constitution and the foundation of our legal system, we are privileged to be gathered here and to be celebrating WealthCounsel’s tenth year of serving the estate planning community throughout the country," said Laura Wilson, CEO. "I could not think of a more appropriate place to reflect on WealthCounsel’s history and success, and to address the future estate planning needs of an aging population," Wilson added.
Considered the premier event for estate planners and wealth managers, WealthCounsel’s national conference features a slate of nationally known experts in retirement planning, tax law, financial planning, and advanced estate planning strategies. Among those addressing the gathering are Elizabeth Paris, tax counsel for the U. S. Senate Finance Committee, and Natalie Choate, Esq., a leading expert on retirement planning.
In addition to networking with colleagues throughout the country, those attending the workshops will have an opportunity to earn up to 16 continuing legal education (CLE) credits. The conference officially ends at noon on Saturday, June 16.
About WealthCounsel, LLC
Based in Madison, Wisconsin, WealthCounsel, LLC is an industry leader in the creation and delivery of knowledge and tools for the estate planning community. The company is best known for WealthDocs™, an open architecture software document drafting system upon which estate planning attorneys rely for accuracy and efficiency in serving the needs of clients. In addition to delivering professional development workshops, support services and other products, WealthCounsel, LLC provides its attorney-members a collegial platform for the collaborative exchange of expertise. WealthCounsel’s sister company, WealthCounsel Advisors Forum, LLC, offers professional development tools designed to leverage the collective expertise of financial professionals, CPAs, and attorneys in serving the needs of clients through an interdisciplinary team approach. To learn more about WealthCounsel, visit www.wealthcounsel.com. For information about WealthCounsel Advisors Forum, visit www.advisorsforum.com.