Accredited CLE Webcasts, Seminars & Courses

Grow your practice more efficiently and profitably.

• Gain practical, relevant knowledge you can use right away.
• Learn from the best-online, in person, at your convenience.
• Stay informed and up to date with WealthCounsel and WealthDocx software.

Our members and others in the estate planning and wealth management field consider WealthCounsel CLE programs:

• Comprehensive – covering legal and financial issues and trends as well as practice management and development matters
• Current – providing continuous updates on all aspects of estate planning and wealth management changes and trends
• Thought-leading and insightful – reflecting the collective wisdom and experience of WealthCounsel’s thousands-strong community
• Clear and precise – no matter how complex the topic
• Practical and proven – to deliver the results your clients expect
• Convenient – available via live seminars, state forums to foster information exchanges and collaboration in specific regions,on-demand online presentations, one-to-one coaching and 24/7 access to the WealthCounsel library
• Immediately applicable – whatever your current level of expertise
• The gold standard in CLE programs – for estate planners, financial and investment advisors, CPAs, insurance specialists and other wealth management practitioners.

 Contact us now to learn more about WealthCounsel CLE programs and the many other benefits of WealthCounsel membership.