Answers to all your questions about Symposium 2017:

Where do I register for Symposium 2017?

You can register here.

When is the registration cut-off date?

There is no cut-off date for registration.

How much does it cost to attend Symposium 2017?

Members: $995
Non-Members: $1095
Tuesday Precursor: $60 – $150 each session

What do the Wednesday through Friday registration fees include?

You’ll learn. You’ll network. You’ll discover new ways of thinking that can help you elevate your practice. Oh, and you’ll eat too.

You’ll have access to 3 days (October 4, 5, 6) of educational learning experiences. Mix up your learning experience with 90-minute classroom breakouts, 60-minute workshops, presentations, and panel discussions.

Coffee service will be provided in the morning in the exhibitor hall. Breakfast is on your own. Lunches are provided when registered to attend a Lunch and Learn.

And don’t forget about the receptions! There’s a First Timer Attendee Reception on Tuesday night and our Member Appreciation and Sponsor / Exhibitor Reception are both on Thursday night.

Finally, if you’re looking to strengthen and add even more power to your education, you may want to consider attending a Tuesday Precursor ($60 per session). Precursor registration is available when you register for Symposium 2017.

I can only attend 2 days of the conference. Can my colleague attend the rest of the week or is there a prorated fee available?

Consider attending the Tuesday Precursors! Sharing a registration is not permitted. Prorated fees are not available.

What is the cancellation / refund policy?

  • A registered Symposium 2017 attendee who cancels on or before August 15, 2017 will receive a full refund of all registration fees minus a $100.00 administrative processing fee.
  • A registered Symposium 2017 attendee who cancels August 16, 2017 through September 15, 2017 will receive a 50% refund of all registration fees minus a $100.00 administrative processing fee.
  • A registered Symposium 2017 attendee who cancels September 16, 2017 or later will not receive a refund. 100% of all registration fees will be forfeited.
  • All discounted registrations are non-refundable.

What is the excursion this year?

Cost: $60
TBD- details to follow

Can I bring my spouse or guest on an excursion with me?

Yes! Guests of registered Symposium 2017 attendees may register for excursions, at the same cost per person. Symposium 2017 attendees do not need to be registered for the excursion in order for a guest to register. Guests must be at least 21 years old or older and a significant other or family member of a registered Symposium 2017 attendee. Guests are also invited to attend Symposium 2017 evening socials.

Excursion registered attendees will be emailed an update once Symposium 2017 excursions are identified, stay tuned!

What is the suggested attire at Symposium 2017?

We suggest that you wear business casual attire. Be sure to bring a jacket or sweater, as session rooms can be on the cold side.

How do I make a hotel reservation?

To make your hotel reservation online, or visit the Hotel page on our website.
To reserve by phone, call +1-888-591-1234 and reference “Symposium 2017” when making your reservation. Room block cut off date for hotel reservations is September 8, 2017.

Loews Hollywood Hotel
1755 N. Highland Avenue
Hollywood, California 90028

What are the hotel features?

The Loews Hollywood Hotel is an urban oasis at the corner of Hollywood and Highland and perfect for a Hollywood-style stay.

  • Bodega offers coffee, snacks and all day dining on the go
  • H2 Kitchen & Bar serves drinks and bites until late
  • Balance Spa offers a range of treatments and fitness classes
  • Complimentary Wi-Fi in every guest room, and in public spaces
  • Check in: 4 PM | Check out: 11 AM
  • Late check-out available at an additional charge
  • Self-parking: $15 + tax; Valet parking: $46 + tax
  • FedEx Business Center: 3rd floor; 24 hours
  • In-room dining available for breakfast, lunch & dinner
  • Fitness Center: 5th floor, 24 hours
  • Click here for a map & driving directions to the hotel

How far is the airport from the hotel and what are the transportation options?

The hotel is 13.6 miles from the airport and takes approximately 30-45 minutes, depending on traffic.

Uber/Lyft: Prices vary depending on time of day.
Super Shuttle Shared ride $17.00 each way
Non-stop shuttle $76.00 each way
Limousine prices vary based on vehicle and number of occupants
Amtrak (Union Station)
Cab fare is approximately $75 each way and takes approximately 30-45 minutes, depending on traffic

Directions and driving map

How do I change my session selections?

Please go to and follow these quick and easy steps to change your sessions:
1. Click “Already Registered.”
2. Enter email address & confirmation number; Click OK
3. Click Modify
4. Click “registration” link next to your name
5. Choose or Change Session; Click NEXT
6. Continue through the process to save your choices and click the FINISH button to receive a new confirmation email.
7. If you choose Tuesday Workshops or the Excursion, you will pay an additional fee at the end.

How do I view my personal agenda for Symposium 2017?

You have two options, but if you prefer having a hard copy please be sure to print your personal agenda and bring it with you to Symposium 2017.

1) To view and/or print your personal agenda, go to and click the “Already Registered” link. Enter the email address you used to register and your confirmation number (You may request your confirmation number on the “Already Registered” screen if you don’t have it readily available). You will be taken to your confirmation page, where you can click the “Agenda” tab. Here you can view your agenda or click the “Printer Friendly” link to print. If you would like to make changes to your agenda, go back to your confirmation page by clicking the “Confirmation” option and click the “Modify” button to update your registration selections.

2) Mobile app: Coming soon!

Will I receive a copy of Symposium 2017 recordings?

All Symposium 2017 attendees will receive a copy of the Symposium 2017 recordings included with their registration. Recordings and instructions for downloading will be available for download by attendees approximately one month after Symposium 2017.

Where can I get the Symposium 2017 app?

Please check back later, we will have an update soon!

When and where will Symposium 2018 be held?

Symposium 2018 will located on the iconic Coronado Island at the Loews Coronado Bay Resort, Coronado, California

Precursor Sessions: Monday, July 30, 2018
Symposium: July 30 – August 2, 2018, Monday – Thursday

CLE Questions:

How many credits are pending for Symposium 2017?

You can earn up to 18.5 credit hours at the Symposium, depending on your agenda choices.

What states will have CLE pre-approval?

CLE Approved: AR, AK, CA, CO, KS, ME, MO, NJ, NV, NY, OK, PA, TX, UT, VT
CLE Pending: DE, FL, GA, IL, IA, MN, NC, OH, OR, VA, WA, WI
CLE Ethics: Up to 2 credit hours pending
CLE Law Practice Management: To be determined
CFP Credits: We will seek CFP approval
CPE: NASBA Sponsor ID 108255; Texas Sponsor ID 009610. Please self-submit to your State Board of Accountancy for credit.

If you would like CLE, please sign in and out on the sign-in sheet each day.
In case of audit, please keep track of the breakout sessions you attend.

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

WealthCounsel is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.

There is no Insurance CE credit provided.

What if my state isn't one of the states listed for pre-approval for this event?

You will be provided with a CLE packet, and can self apply for your own state. As always, we are available to answer questions if they come up at

Can I earn CPE credit for Symposium 2017?

Yes. Please self-submit to your State Board of Accountancy for credit. (WealthCounsel NASBA Provider 108255; Texas Sponsor ID 009610)

Can I earn CFP credits at Symposium 2017?

Yes. Please self-report your credits to the CFP Board. Credits are approved nationally through the CFP Board, WealthCounsel Sponsor ID 3577.

When will I receive my CLE certificate?

We will send these out to you via email approximately 3-4 weeks after the event.

Who do I contact if I have additional CLE questions?

Please call or email the WealthCounsel Member Service team at (888) 659-4069 ext: 818 or ElderCounsel members can contact the ElderCounsel Member Service team at 888-789-9908, ext: 3 or

Call: 888-659-4069 ,818