WealthCounsel
Education Events Calendar		 Category:
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2008 EVENTS
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Jul 15 12:00 PM Advisors Forum - Practice Development Series
Teleconference

 
 
Jul 16 12:00 PM Advisors Forum - Monthly Teleconferences
Teleconference

 
 
Jul 31 12:00 PM Advisors Forum - CPE Series for CPAs
Teleconference

 
 
Aug 6 - 8 WealthDocs Training
Dallas, TX
 
WealthDocs Training Agenda
 
Aug 6 12:00 PM Advisors Forum - Practice Development Series
Teleconference

 
 
Aug 13 12:00 PM Advisors Forum - Monthly Teleconferences
Teleconference

 
 
Aug 21 12:00 PM Advisors Forum - CPE Series for CPAs
Teleconference

 
 
Sep 25 12:00 PM Advisors Forum - CPE Series for CPAs
Teleconference

 
 
Oct 13 - 17 Estate Planning 100: Building & Sustaining Your Estate Planning Practice
Baltimore, MD
 
Estate Planning 100 Agenda
 
Oct 14 - 15 Estate Planning 202: Understanding & Drafting FLPs & FLLCs
Baltimore, MD
 
 
Oct 16 - 17 Estate Planning 102: Effectively Present Estate Planning Concepts to Clients
Baltimore, MD
 
Estate Planning 102 Agenda
 
Oct 16 - 17 Trust Administration Workshop
Baltimore, MD Click here to learn more about the Trust Administration Workshop.
 
 
Oct 16 12:00 PM Advisors Forum - CPE Series for CPAs
Teleconference

 
 
Nov 5 12:00 PM Advisors Forum - CPE Series for CPAs
Teleconference

 
 
Nov 10 - 12 Estate Planning 101: Understanding and Drafting RLTs, Ancillary Documents and ILITs
Dallas, TX
 
Estate Planning 101 Agenda
 
Nov 12 - 14 WealthDocs Training
Dallas, TX
 
WealthDocs Training Agenda
 
Dec 11 12:00 PM Advisors Forum - CPE Series for CPAs
Teleconference