Referring Professionals

At the Wiewel Law Firm, we believe that Estate Planning requires a coordinated team approach. Because there is so much involved in designing an estate plan that really does what our client wants, we strive to educate other professionals — CPAs, CFP^® Professionals, and Life Insurance Agents — on the different strategies that are available to pass on wealth and family values. All of our classes are eligible for continuing education credit.

Ongoing Continuing Education Credit Available

Our Truth About Estate Planning™ (2 hours), Truth About Medicaid™ (2 hours), Asset Protection Program™ and Maximizing Retirement Planning™ workshops are available and approved every month for Life Insurance, CPA, and CFP^® CE credit. Please go to our Workshop page for more information on these classes.

We also sponsor specific professional education courses for our colleagues in allied professions. Please check here for periodic updates regarding upcoming classes.