Cyber Monday Advisors Forum Membership Offer

Join Advisors Forum and Save on Membership

Get TWO Free Months of Membership

WealthCounsel’s Cyber Monday offer is here, and it’s one you don’t want to miss. Now through December 5, when you join WealthCounsel by signing a new Advisors Forum membership, you’ll receive your first two months of membership absolutely free!

Contact us today to learn more about this offer. Call (833) 609-5658, email information@wealthcounsel.com, or fill out the form. See full terms and conditions for details.

Why Advisors Forum

For over 25 years, WealthCounsel has been the trusted partner of estate planning attorneys, and now we’ve tailored our expertise to help you build a more holistic financial planning practice. With a robust library of CE-eligible resources, Advisors Forum has everything you need to secure your place as a trusted multigenerational advisor.

  • On-demand education: Enjoy unlimited access to a curated library of CFP®-eligible recorded webinars and courses covering the core areas you need to build a complete financial strategy.

  • Practice tools: Access expertly crafted content to enhance your estate planning conversations with prospects and clients.

  • Monthly live webinars: Deepen your estate planning expertise and earn CFP® credit with access to advisor-focused webinars, plus WealthCounsel programs like Trusts & Estates In Focus, the Thought Leader series, and the Exploring series.
  • Certification program: Validate your expertise in estate planning, build client trust, and distinguish your services from the competition by earning the Certified Trust & Estate Wealth Advisor designation.

  • Professional community: Connect with a growing network of estate planning peers to ask questions, exchange ideas, and provide referrals, helping you grow professionally.

  • Exclusive directory listing: Expand your reach with a listing on the premier consumer website EstatePlanning.com (available to financial advisors who complete WealthCounsel’s certification program).

Terms and conditions
To be eligible for this offer, a firm must sign a new contract for an Advisors Forum membership with WealthCounsel between November 17 and 11:59 p.m. (EST) on December 5, 2025. The qualifying firm will receive two free months of membership for each contracted user. This offer cannot be combined with any other discounts or promotions. This offer is not valid for Marketing Source, ElderLawAnswers, or Academy of Special Needs Planners subscriptions. Individuals or organizations that have had memberships or subscriptions with WealthCounsel in the past 12 months are not eligible for this offer.

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