Below are links to course materials for 2011 WealthCounsel events. These materials are password protected and only attendees have access to the materials. If you attended a past course, but do not know the password for your materials please contact registration@wealthcounsel.com.
November & December 2011 - How to Build a Recession-Proof Practice
November 17, 2011 - Boston, MA - How to Build a Recession-Proof Practice
November 9-11, 2011 - San Diego, CA
November 3-4, 2011 - Chicago, IL
September 14-15, 2011 - Denver, CO
July 18-22, 2011 - Chicago, IL - Planning for the Generations Symposium
June 16-17, 2011 - Prescott, AZ
June 8-9, 2011 - Los Angeles, CA
May 19-20, 2011 - Boston, MA
May 5-6, 2011 - Chicago, IL
April 14-15, 2011 - Charlotte, NC
March 15-18, 2011 - Scottsdale, AZ
March 3-4, 2011 - Dallas, TX
February 7-8, 2011 - San Francisco, CA
January 27-28, 2011 - Miami, FL
January 20-21, 2011 - Las Vegas, NV
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November 17, 2011 - Boston, MA |
How to Build a Recession-Proof Practice
November 17, 2011
Presenters: Thomas Ahrens, JD
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November & December 2011
How to Build a Recession-Proof Practice |
How to Build a Recession-Proof Practice
November 3, 2011 - Chicago, IL
November 11, 2011 - San Diego, CA
November 15, 2011 - Orlando, FL
November 16, 2011 - Charlotte, NC
November 29, 2011 - Las Vegas, NV
November 30, 2011 - Phoenix, AZ
December 1, 2011 - Dallas, TX
Presenters: Thomas Ahrens, JD and Stan Miller, Esq.
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November 9-11, 2011 - San Diego, CA |
Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions
November 9-11, 2011
Presenters: Lewis W. Dymond, Jr., JD, Kevin Forbush, Esq. and Thomas Ahrens, JD
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November 3-4, 2011 - Chicago, IL |
Growing Your Estate Planning Practice: Drafting Revocable Living Trusts & Implementing Practice Development Strategies
November 3-4, 2011
Presenters: Lewis W. Dymond, Jr., JD and Thomas Ahrens, JD
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September 14-15, 2011 - Denver, CO |
Growing Your Estate Planning Practice: Drafting Revocable Living Trusts & Implementing Practice Development Strategies
September 14-15, 2011
Presenters: Lewis W. Dymond, Jr., JD and Thomas Ahrens, JD
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June 16-17, 2011 - Prescott, AZ |
Tax Camp: Taking the Intimidation out of the Internal Revenue Code for the Estate Planner (Agenda)
June 16-17, 2011
Presenter: Peter J. Parenti, JD, LLM (in Taxation)
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June 8-9, 2011 - Los Angeles, CA |
Growing Your Estate Planning Practice: Drafting Revocable Living Trusts & Implementing Practice Development Strategies (Agenda)
June 8-9, 2011
Presenters: Lewis W. Dymond, Jr., JD and Thomas Ahrens, JD
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May 19-20, 2011 - Boston, MA |
Growing Your Estate Planning Practice: Drafting Revocable Living Trusts & Implementing Practice Development Strategies (Agenda)
May 19-20, 2011
Presenters: Lewis W. Dymond, Jr., JD and Thomas Ahrens, JD
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May 5-6, 2011 - Chicago, IL |
Growing Your Estate Planning Practice: Drafting Revocable Living Trusts & Implementing Practice Development Strategies (Agenda)
May 5-6, 2011
Presenters: Lewis W. Dymond, Jr., JD and Thomas Ahrens, JD
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April 14-15, 2011 - Charlotte, NC |
Growing Your Estate Planning Practice: Drafting Revocable Living Trusts & Implementing Practice Development Strategies (Agenda)
April 14-15, 2011
Presenters: Lewis W. Dymond, Jr., JD and Thomas Ahrens, JD
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March 15-18, 2011 - Scottsdale, AZ |
Continuing the Client Engagement, an Alternative to the Termination Letter - Strategies to Build Law Firm Value and Better Represent Clients Throughout an Uncertain Future.
March 15-16, 2011
Presenters: Lewis W. Dymond, Jr., JD and Thomas Ahrens, JD
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Materials will be handed out on-site
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Understanding and Drafting Limited Liability Companies and Family Limited Partnerships Using WealthDocx® (Agenda)
March 17-18, 2011
Presenters: Matthew McClintock, JD and Peter Parenti, JD
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Outline (Adobe Acrobat 9.0 required to open this version. Don't have Acrobat 9.0? Download the same Outline here.)
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Understanding & Drafting Irrevocable Trusts (Agenda)
March 17-18, 2011
Presenters: William A. Conway, JD & D. Scott Schrader, JD
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March 3-4, 2011 - Dallas, TX |
Growing Your Estate Planning Practice: Drafting Revocable Living Trusts & Implementing Practice Development Strategies (Agenda)
March 3-4, 2011
Presenters: Lewis W. Dymond, Jr., JD and Thomas Ahrens, JD
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February 7-8, 2011 - San Francisco, CA |
Growing Your Estate Planning Practice: Drafting Revocable Living Trusts & Implementing Practice Development Strategies (Agenda)
February 7-8, 2011
Presenters: Lewis W. Dymond, Jr., JD and Thomas Ahrens, JD
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January 27-28, 2011 - Miami, FL |
Growing Your Estate Planning Practice: Drafting Revocable Living Trusts & Implementing Practice Development Strategies (Agenda)
January 27-28, 2011
Presenters: Lewis W. Dymond, Jr., JD and Thomas Ahrens, JD
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January 20-21, 2011 - Las Vegas, NV |
Growing Your Estate Planning Practice: Drafting Revocable Living Trusts & Implementing Practice Development Strategies (Agenda)
January 20-21, 2011
Presenters: Lewis W. Dymond, Jr., JD and Thomas Ahrens, JD
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