Forum Overview


  • Join us for our free one-hour webinar/teleconferences that provide members and non-members information on The Advisors Forum's website and membership benefits. Held on the first and third Thursdays of the month at 1:00 PM ET.

CPE Series for CPAs


  • CPE series for CPAs Practical and relevant teleconferences designed specifically for CPAs, The Advisors Forum Presents Live CPE Series helps strengthen professional relationships between CPAs and other wealth planning professionals. Use these regularly scheduled teleconferences as a study group to stay in front of your CPA colleagues with topics that are relevant to them.

Interdisciplinary Series


  • Monthly Teleconferences provide practical and relevant discussions of The Advisors Forum’s solution sets and other client-centered planning strategies that benefit all advisors. Use these teleconferences to learn-together-to-earn-together with your colleagues, or use the topics as the basis for your continuing education for other professionals.

WealthCounsel Education Calendar


  • The WealthCounsel curriculum provides members with high quality legal technical and practice development courses designed to:

    - increase legal competency for the attorney
    - raise the level of service to the client, and
    - introduce operational efficiencies into the business.

    In designing, building, and delivering their curriculum of CLE courses, WealthCounsel strives to balance geographic accessibility for live course offerings, along with the convenience of web-based delivery formats. They recognize that live seminars offer the added benefit of relationship-building and bonding with colleagues, and are also cognizant of the need to minimize travel requirements through the efficient delivery of on-demand, online course offerings.

The Laureate Programs


  • The Southern California Institute’s Laureate in Wealth Strategies Program is beginning soon! This certification program is designed to provide the experienced estate/business attorney, financial planning advisor, insurance professional, real estate advisor, banker, or CPA with confidence in advanced wealth, business, estate and income tax planning.

Practice Development Teleconferences


  • The Practice Development Series of teleconferences provides a forum for learning business development strategies, taught by professionals who have used them successfully.

Semi-Annual Retreats


  • Like the Monthly Teleconferences, Semi-Annual Advisors Forum Retreats offer the latest developments and topics for all wealth planning professionals, plus case studies emphasizing these practical and relevant interdisciplinary planning strategies and the Best Model Practices. Attend with your colleagues to build and strengthen professional relationships.