Limited Offer for Advisors

Class Is in Session—Limited Offer for Financial Advisors

Sharpen Your Competitive Edge This Fall

At WealthCounsel, we are dedicated to supporting the long-term success of financial advisors like you who guide clients through important life and financial decisions. We aim to help you enhance your value, strengthen client relationships, and improve your estate planning knowledge through effective educational tools.

The first 50 advisors who join WealthCounsel through September 30, 2025, will receive one complimentary registration to our Estate Planning Bootcamp for Advisors—a practical, advisor-friendly course designed to boost your understanding of estate planning fundamentals and elevate your ability to confidently support clients and collaborate with their attorneys.

Deepen Your Expertise. Deliver More Value.

Advisors who understand estate planning are better equipped to help clients preserve their wealth, plan their legacies, and achieve their long-term goals. This knowledge can differentiate your practice and strengthen collaboration with attorneys, CPAs, and other professionals involved in your clients’ financial planning.

What’s Included with a Financial Advisor Membership?

  • Professional certification: Earn a prestigious certification that validates your expertise in estate planning.
  • Continuing education: Access live and recorded CE-eligible webinars featuring estate planning thought leaders as well as a library of on-demand courses.
  • Practice resources: Grow your practice and streamline client interactions with practical resources and content.
  • Community: Connect with a network of fellow financial professionals and estate planning attorneys, fostering valuable referral relationships and shared learning.

WealthCounsel’s Estate Planning Bootcamp for Advisors is a great way to equip yourself with the foundational knowledge and essential skills needed to confidently navigate estate planning discussions with clients.

What You Gain from Estate Planning Bootcamp for Advisors

  • Education: Learn the core principles of trusts and estates from experienced practitioners.
  • Tools: Get practical resources and guidance to support estate planning conversations.
  • Network: Join a supportive community of advisors and estate planning attorneys.

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.

Terms and Conditions
To be eligible for this offer, a firm must sign a new contract for an Advisor Forum membership with WealthCounsel before 11:59 p.m. (EDT) on September 30, 2025. The first 50 qualifying firms will each receive one complimentary registration for Estate Planning Bootcamp for Advisors to be attended in 2025. This offer cannot be combined with any other discounts or promotions. 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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