Nationally-recognized speakers, important topics!
Tuition and Fees
(Read the full Seminar FAQ here.)
Before January 3, 2025: (Early Bird Registration)
For Members of Estate Planning Council of Portland, Inc: $289
For Non-Members: $339
After January 3, 2025: (Regular Registration)
For Members of Estate Planning Council of Portland, Inc: $339
For Non-Members: $389
Materials: (Must be ordered by January 12, 2025)
Binder: $80 with Seminar registration, $100 without
USB Drive: $30 with Seminar registration, $50 without
Recordings: $0 with Seminar registration, $289 without
Downloadable materials: $0 with Seminar registration
All physical materials WITH seminar registration MUST be picked up at the seminar. Otherwise they will be charged at the higher price if shipped after the event. No shipping of materials will take place before the seminar day.
What's Included:
Your Seminar tuition includes a full day of in-person sessions and networking, CEU submittal to the accrediting organization of your choice, and exclusive offerings from our sponsors. A digital download of Seminar materials is included. A printed binder or a USB is available for a fee.
USB or Binder must be ordered by 1/3/2025.
Otherwise, a download link to the seminar materials will be emailed to all CE registrants.
Full registrants will ALSO receive a link to video recordings of the speakers after the event. This is included with your registration.
*NO livestream will be available. Attendees who wish to obtain CE under Independent Study rules may purchase a recording after the event at the same event website.
Please mark your calendar and don’t forget to join us, in person on Friday, January 31, 2025.
Continuing Education Credits:
Credits are being requested or are available from:
The Oregon State Bar
Oregon Board of Accountancy
Oregon Insurance Division
Oregon Board of Tax Examiners
Washington State Bar
Washington Board of Accountancy
Washington Insurance Division
Institute of Certified Bankers
Investment Management Consultants Association
CFP Board - Certified Financial Planner
Between 6.0 and 8.0 hours have been approved for past seminars.
For all registrants who are not a member of Estate Planning Council of Portland, Inc. Pricing ends January 3, 2025.
For attendees who are sponsored by a company.
For active members serving on the 2023-2024 Estate Planning Council of Portland Board of Directors; or on the Seminar Planning Committee. Please enter your coupon code at the bottom of the form.
You will NOT be registered for the Seminar, but you may choose a material from the selection below.
A downloadable PDF of all handouts and slides provided by the speakers is included with your registration. A printed version is available for an additional cost of $80. Binders must be ordered by January 3, 2025).
A thumb drive containing all handouts and slides as of the print deadline is available for an additional cost of $30. USB Drives must be ordered during Early Bird Registration (before January 3, 2025).
Choose this option for a download of all materials sent shortly before the Seminar begins. After the Seminar, you'll receive a link to recordings as well. There is no additional cost, as this is included with Seminar registration.
Choose this if you cannot attend but you would like a binder shipped to you after the event.
Choose this if you cannot attend but you would like a USB of the materials mailed to you after the event.
Choose this if you cannot attend but you would like a link to the recordings emailed to you for self-study after the event.
Your name, degree/designation, and company name will appear on your name badge exactly as entered below; please enter carefully.
Yes, it's okay to send me text messages including confirmations, changes, and updates. Message frequency varies. Message and data rates may apply. View our terms of service & privacy policy.
If you checked more than one continuing education credit above please make sure to separate each license number with a label below.
For Example: Oregon State Bar # 123456 and Washington State Insurance # 3434
I'm a first time attendee.
OR
