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.