Estate Planning Bootcamp for Advisors
GROW YOUR PRACTICE
Holistic financial planning is essential—especially when estate planning is offered as a core component. This comprehensive bootcamp empowers advisors to confidently navigate estate planning discussions with clients, identify critical planning gaps, and foster effective collaboration with estate planning attorneys.
Upcoming Bootcamps for Advisors
Reserve your spot now for FREE (a $395 value). Click to register:
Thursday, March 26, 2026 - Friday, March 27, 2026
Free for a limited time! Space is limited.
Thursday, April 23, 2026 - Friday, April 24, 2026
Free for a limited time! Space is limited.
What You Gain with Estate Planning Bootcamp for Advisors
Education
Learn the core principles, essential documents, and effective strategies that define successful estate plans
Tools
Practical guidance and resources to help you build confidence to engage in estate planning discussions with clients
CFP CE Credit
Gain up to 6 CFP CE credits while learning how to confidently navigate clients' financial and estate planning journey
Gain Confidence
By the end of this bootcamp, you will not only grasp the “what,” “why,” and “how” of estate planning but also be equipped to proactively recognize client needs and solidify your position as an indispensable, trusted advisor throughout your clients’ financial and estate planning journeys.
Upcoming Bootcamps for Advisors. Click to register:
Thursday, March 26, 2026 - Friday, March 27, 2026
Free for a limited time! Space is limited.
Thursday, April 23, 2026 - Friday, April 24, 2026
Free for a limited time! Space is limited.