Continuing Education Credits Will Be Available For…
- Accountant (CPE)
- Attorney (CLE)
- Certified Financial Planner (CFP)
- Certified Professional Guardian (Washington)
- ABA Certified Trust and Fiduciary Advisor (CTFA)
- Paralegal
Questions?
Contact the Planning Team.
Lisa Haynie | Erin Ingersoll
Meeting Visions, LLC
Lisa: [email protected]
Erin: [email protected]
Continuing Education for Estate Planning Professionals
2024 – The 69th Annual Seattle Estate Planning Seminar
EPC of Seattle is applying for up In-Person and On-Demand Sessions*. More information will be available as credits are approved. *On demand sessions are not eligible for all types of Continuing Education credits.
Current Approved CE Credits:
Washington CLE:
The WSBA has approved the seminar for:
- 14 Law and Legal credits, 2 Ethics General and is approved for live, virtual and on-demand sessions.
- Activity ID # 2025767
Oregon CLE:
The OSBA has approved the seminar for:
- 14 General session credits and 2 Ethics credit (live and recorded).
- ID# 113633
American Bankers Association (ABA):
ABA Professional Certifications has approved the 69th Annual Estate Planning Seminar for:
- 15.75 CTFA credits.
- APPROVED NON-ABA CE search for training will appear as: Estate Planning Council of Seattle | 69th Annual Estate Planning Seminar
How to Log Your Hours for CE/CLE Credits
Onsite
Onsite there will be daily sign in/out logs for different professions to log your hours.
Virtual
You will recieve emailed instructions on how to log your attendance for each virtual session.
How to to apply for Credits
You will receive an email at the conclusion of the Seminar with a link to complete the Attendee Reporting Form.
The event planning team will ensure that your forms are submitted to the correct entity for your credits.
Note: You have until November 14, 2024 to submit your reporting form. If you fail to submit by the due date or provide inaccurate information, it is the attendees’ responsibility to self report and make corrections.