Continuing Education

May 2013
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  • Nevada State Forum Meeting
    Nevada State Forum Meeting
    Wednesday, May 01, 2013
    The WealthCounsel Nevada Forum presents its bi-annual continuing education course May 1, 2013 at the Grand Sierra Resort in Reno, Nevada. We welcome...
  • Business Operational Matters
    Business Operational Matters
    Wednesday, May 01, 2013, 1:00 p.m. - 2:00 p.m., E.T.
    Presenters: Jason E. Havens, J.D., LL.M., Randy Gardner J.D., LL.M., MBA, CPA, CFP, Brenda Lopes, and Tom French What to Expect Our sixth tr...
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  • Advanced Estate Planning After the 2012 Tax Act
    Advanced Estate Planning After the 2012 Tax Act
    Tuesday, May 14, 2013, 1:00 p.m. - 2:00 p.m.
    Presenters: William Conway, Esq. and Randy Gardner, J.D., LL.M., MBA, CPA, CFP® What's an Estate Planner to Do Series More informati...
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  • Advisors Forum - Interdisciplinary Webinar Series
    Advisors Forum - Interdisciplinary Webinar Series
    Tuesday, May 21, 2013, 1:00 p.m. - 2:00 p.m., E.T.
    May 21, 2013, 1:00-2:00 p.m. ET Life Expectancy and Health Care Planning Lewis Walker, CFP® Use these webinars as a study group to stay in...
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  • Business and Succession Planning
    Business and Succession Planning
    Thursday, May 23, 2013, 1:00 p.m. - 2:00 p.m.

    What's an Estate Planner to Do Series
    Presenter: Peter Myers, Esq.

    More information coming soon.
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  • Advisors Forum - CPE Series for CPAs
    Advisors Forum - CPE Series for CPAs
    Tuesday, May 28, 2013, 1:00 p.m. - 2:00 p.m., E.T.
    May 28, 2013, 1:00-2:00 p.m. ET  Income-Shifting Trusts Presenter: Stephen J. Bigge, CPA, CSEP With numerous changes to the tax code in 2013,...
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  • North Carolina State Forum Meeting
    North Carolina State Forum Meeting
    Friday, May 31, 2013, 1:00 p.m. - 5:00 p.m., E.T.
    The North Carolina State Forum will be having a meeting on May 31, 1:00 - 5:00 p.m. More details ▶...